401(k) · DOL Form 5500 · 2024

Learning Matters Educational Group 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
192
Participants Below avg headcount
33rd
Percentile by assets National rank
$14,494
Avg per participant Low balance/head
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Official DOL plan name: Learning Matters 401(k) Plan · Sponsored by Learning Matters Educational Group · Arizona · Educational Services

$3M in assets, 192 participants

Learning Matters Educational Group's Learning Matters 401(k) Plan reported $3M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

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

Coverage in Arizona

Learning Matters 401(k) Plan covers 192 participants in Arizona, about 34% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#748
in Educational Services (3,638 peers)
+49.2%
assets growth YoY

Learning Matters 401(k) Plan among the smaller filed plans by assets

Learning Matters 401(k) Plan vs every filed plan by assets

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

$2,782,911 33rd percentile higher than 33% 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

Learning Matters 401(k) 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. Learning Matters 401(k) Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Learning Matters 401(k) Plan reported net income rose from $363K in the plan year 2023 filing to $917K in the plan year 2024 filing.
  • Learning Matters 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Learning Matters 401(k) Plan reported participants rose from 149 in the plan year 2023 filing to 192 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 203176543 · Learning Matters Educational Group PY 2024 · 401(k)

Learning Matters 401(k) Plan · $3M · 192 · 33rd

  • BOOK $3M
  • BOOK 192
  • BOOK 33rd
  • BOOK 401(k)
  • BOOK near John P Reilly 401(k) Profit Sharing Plan
  • BOOK ind #748

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 Arizona →

Learning Matters 401(k) Plan in the asset neighbourhood

Learning Matters 401(k) Plan$3MJohn P Reilly 401(k) Profit Sharing PlanJohn P Reilly 401(k) Profit …$3MSallus Retirement LLC Pooled Employer PlanSallus Retirement LLC Pooled…$3MShenandoah Valley Organic, LLC Employee Savings PlanShenandoah Valley Organic, L…$3MColumbus Memory Center 401(k) PlanColumbus Memory Center 401(k…$3M
End-of-year total assets ($M) among Learning Matters 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$917K
Employer EIN203176543
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Learning Matters Educational Group)

Sponsor-wide plan assets over time

All Learning Matters Educational Group plans reported in each filing year

Latest sponsor-wide plan assets
$3M 85.16570964715588% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.5M $2.78M ▲ +85.3%
Year Plans Participants Total Assets
2022 1 103 $2M
2023 1 149 $2M
2024 1 192 $3M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Learning Matters 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Learning Matters 401(k) Plan, Total assets ($B): 0.002782911 · Participants: 192Learning Matters 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Learning Matters 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Learning Matters 401(k) Plan side-by-side with 3 peers →

Learning Matters 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is John P Reilly 401(k) Profit Sharing Plan in WI ($3M); by covered participants it is Rumis Kitchen LLC 401(k) Profit Sharing Plan & Trust in GA (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Learning Matters 401(k) Plan assets move in 2024? ▼
Learning Matters 401(k) Plan surged - up 49.2% during 2024, from $2M to $3M. Reported net income was $917K.
How have Learning Matters Educational Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learning Matters Educational Group's sponsor-wide assets grew 85.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Learning Matters 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John P Reilly 401(k) Profit Sharing Plan in WI ($3M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Learning Matters 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rumis Kitchen LLC 401(k) Profit Sharing Plan & Trust in GA (192 participants, $106K 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 203176543.

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.