Other · DOL Form 5500 · 2024

Appletree Early Learning Public Charter School Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
413
Participants Below avg headcount
41st
Percentile by assets National rank
$11,357
Avg per participant Low balance/head
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Official DOL plan name: Appletree Early Learning 403(b) Plan · Sponsored by Appletree Early Learning Public Charter School · District of Columbia · Educational Services

$5M in assets, 413 participants

Appletree Early Learning Public Charter School's Appletree Early Learning 403(b) Plan reported $5M in total assets and 413 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #949 in Educational Services (3,638 peers)

Coverage in District of Columbia

Appletree Early Learning 403(b) Plan covers 413 participants in District of Columbia, about 28% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $5M.

#949
in Educational Services (3,638 peers)
+25.8%
assets growth YoY

Appletree Early Learning 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Appletree Early Learning 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,690,303 41st percentile higher than 41% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Appletree Early Learning 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 Early Learning 403(b) Plan sits mid-pack in the medium band (413 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Appletree Early Learning 403(b) Plan reported participants rose from 135 in the plan year 2023 filing to 413 in the plan year 2024 filing.
  • Appletree Early Learning 403(b) Plan reported net income rose from $646K in the plan year 2023 filing to $896K in the plan year 2024 filing.
  • Appletree Early Learning 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 201302458 · Appletree Early Learning Public Charter School PY 2024 · Other

Appletree Early Learning 403(b) Plan · $5M · 413 · 41st

  • 5500 $5M
  • ASSETS 413
  • PCT 41st
  • EIN Other
  • RANK near Schenectady Community Action Program, Inc. 403(b) DC Plan
  • PHOTO ind #949

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 Early Learning 403(b) Plan in the asset neighbourhood

Upac 403b Plan$5MAppletree Early Learning 403(b) PlanAppletree Early Learning 403…$5MSchenectady Community Action Program, Inc. 403(b) DC PlanSchenectady Community Action…$5MEmployee Benefit Plan of Sunshine Community Health Center IncorporatedEmployee Benefit Plan of Sun…$5MHospice Brazos Valley, Inc. ERISA 403(b) PlanHospice Brazos Valley, Inc. …$5M
End-of-year total assets ($M) among Appletree Early Learning 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$896K
Employer EIN201302458
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appletree Early Learning Public Charter School)

Sponsor-wide plan assets over time

All Appletree Early Learning Public Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$5M 52.10270842075702% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.08M $4.69M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 136 $3M
2023 1 135 $4M
2024 1 413 $5M

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

Appletree Early Learning 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Appletree Early Learning 403(b) Plan, Total assets ($B): 0.004690303 · Participants: 413Appletree Early Learning 403(b) PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.75808979 · Participants: 450729Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.450782108 · Participants: 4882Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.352129486 · Participants: 5480American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.199524542 · Participants: 6543Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.979239156 · Participants: 14512Georgetown University Voluntary Contribution Retirement Plan
Appletree Early Learning 403(b) Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Appletree Early Learning 403(b) Plan side-by-side with 3 peers →

Appletree Early Learning 403(b) Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Schenectady Community Action Program, Inc. 403(b) DC Plan in NY ($5M); by covered participants it is Elwyn New Jersey 403(b) Plan in PA (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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.

Frequently Asked Questions

How did Appletree Early Learning 403(b) Plan assets move in 2024? ▼
Appletree Early Learning 403(b) Plan grew sharply - up 25.8% during 2024, from $4M to $5M. Reported net income was $896K.
How have Appletree Early Learning Public Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appletree Early Learning Public Charter School's sponsor-wide assets grew 52.1%, from $3M to $5M.
Which Other plans are similar in size to Appletree Early Learning 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Schenectady Community Action Program, Inc. 403(b) DC Plan in NY ($5M, 106 participants).
Which Other plans cover a similar participant headcount to Appletree Early Learning 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Elwyn New Jersey 403(b) Plan in PA (413 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201302458.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.