Other · DOL Form 5500 · 2024
Appletree Institute for Education Innovation, Inc Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 335
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $15,689
- Avg per participant Low balance/head
Official DOL plan name: Appletree Institute 403(b) Plan · Sponsored by Appletree Institute for Education Innovation, Inc · District of Columbia · Educational Services
$5M in assets, 335 participants
Appletree Institute for Education Innovation, Inc's Appletree Institute 403(b) Plan reported $5M in total assets and 335 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,011 in Educational Services (3,638 peers)
Coverage in District of Columbia
Appletree Institute 403(b) Plan covers 335 participants in District of Columbia, about 23% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $5M.
- #1,011
- in Educational Services (3,638 peers)
- +27.5%
- assets growth YoY
Appletree Institute 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Appletree Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,255,949 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Appletree Institute 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appletree Institute 403(b) Plan sits mid-pack in the medium band (335 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Appletree Institute 403(b) Plan reported participants rose from 152 in the plan year 2023 filing to 335 in the plan year 2024 filing.
- Appletree Institute 403(b) Plan reported net income rose from $542K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Appletree Institute 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 043331760 · Appletree Institute for Education Innovation, Inc PY 2024 · Other
Appletree Institute 403(b) Plan · $5M · 335 · 43rd
- 5500 $5M
- 5500 335
- 5500 43rd
- 5500 Other
- 5500 near Southeastern Behavioral Healthcare 403(b) Plan
- 5500 ind #1011
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in District of Columbia →
Appletree Institute 403(b) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 043331760 |
| Plan Effective Date | 2006-11-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appletree Institute for Education Innovation, Inc)
Sponsor-wide plan assets over time
All Appletree Institute for Education Innovation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 46.7503937533313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $4M |
| 2023 | 1 | 152 | $4M |
| 2024 | 1 | 335 | $5M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
Appletree Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Southeastern Behavioral Healthcare 403(b) Plan in SD ($5M); by covered participants it is Des Moines University Defined Contribution 403(b) Plan in IA (335 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (335 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.