401(k) · DOL Form 5500 · 2024
Learjet Inc. 401(k) Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 429
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $133,077
- Avg per participant Near avg balance/head
Official DOL plan name: Learjet Inc. Tax-Deferred Savings Plan for Represented Employees · Sponsored by Learjet Inc. · Kansas · Manufacturing
$57M in assets, 429 participants
Learjet Inc.'s Learjet Inc. Tax-Deferred Savings Plan for Represented Employees reported $57M in total assets and 429 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,124 in Manufacturing (17,777 peers)
Where Learjet Inc. Tax-Deferred Savings Plan for Represented Employees sits by assets
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees sits in the top quartile of all filed plans by assets, $57M for 429 participants (~$133,077/participant), up 8.4% in 2024.
- #14,124
- in Manufacturing (17,777 peers)
- +8.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees's outsized position by total assets
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,090,184 Top 14% higher than 86% 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
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees 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. Learjet Inc. Tax-Deferred Savings Plan for Represented Employees sits mid-pack in the medium band (429 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Learjet Inc. Tax-Deferred Savings Plan for Represented Employees reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Learjet Inc. Tax-Deferred Savings Plan for Represented Employees end-of-year assets rose from $53M in the plan year 2023 filing to $57M in the plan year 2024 filing.
- Learjet Inc. Tax-Deferred Savings Plan for Represented Employees reported participants rose from 407 in the plan year 2023 filing to 429 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 133567473 · Learjet Inc. PY 2024 · 401(k)
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees · $57M · 429 · 86th
- TYPE $57M
- NET 429
- BOOK 86th
- VS-ST 401(k)
- BOY near Veenstra & Kimm, Inc. Profit Sharing Plan
- SCH ind #14124
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 Manufacturing retirement plans → · Plans in Kansas →
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $5M |
| Employer EIN | 133567473 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Learjet Inc.)
Sponsor-wide plan assets over time
All Learjet Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 18.76511720190369% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 406 | $48M |
| 2023 | 1 | 407 | $53M |
| 2024 | 1 | 429 | $57M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $4.3B · 11,423
- Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
- Black & Veatch Retirement Program $3.0B · 7,438
- Garmin International, Inc. Retirement Plan $2.2B · 7,082
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Veenstra & Kimm, Inc. Profit Sharing Plan in IA ($57M); by covered participants it is Nederman Holding USA, Inc. 401(k) Plan in NC (429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Veenstra & Kimm, Inc. Profit Sharing Plan (IA) $57M · 213
- Rosenthal & Rosenthal, Inc. 401(k) Plan (NY) $57M · 209
- Remitly, Inc. 401(k) Plan (WA) $57M · 731
- Trammo, Inc. Profit-Sharing/401(k) Plan (NY) $57M · 74
Similar participant headcount
Nearest other-state filings by covered participants (429 participants); asset peers above are excluded.
- Nederman Holding USA, Inc. 401(k) Plan (NC) 429 · 0 off
- Longbridge Financial LLC 401(k) Profit Sharing Plan (NJ) 429 · 0 off
- Premier America Retirement and Savings Plan (CA) 429 · 0 off
- Orrstown Bank 401(k) Plan (PA) 429 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.