401(k) · DOL Form 5500 · 2024

Leanin' Tree, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
136
Participants Small participant base
58th
Percentile by assets National rank
$83,014
Avg per participant Below avg balance/head
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Official DOL plan name: Leanin' Tree Inc. 401(k) Plan · Sponsored by Leanin' Tree, Inc. · Colorado · Manufacturing

$11M in assets, 136 participants

Leanin' Tree, Inc.'s Leanin' Tree Inc. 401(k) Plan reported $11M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #7,972 in Manufacturing (17,777 peers)

Coverage in Colorado

Leanin' Tree Inc. 401(k) Plan covers 136 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $11M.

#7,972
in Manufacturing (17,777 peers)
-9.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leanin' Tree Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Leanin' Tree Inc. 401(k) Plan vs every filed plan by assets

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

$11,289,942 Top 42% higher than 58% 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

Leanin' Tree Inc. 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. Leanin' Tree Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Leanin' Tree Inc. 401(k) Plan reported net income fell from -$488K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Leanin' Tree Inc. 401(k) Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Leanin' Tree Inc. 401(k) Plan reported participants rose from 134 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 841130457 · Leanin' Tree, Inc. PY 2024 · 401(k)

Leanin' Tree Inc. 401(k) Plan · $11M · 136 · 58th

  • RANK $11M
  • RANK 136
  • RANK 58th
  • RANK 401(k)
  • RANK near Robb & Stucky International, Inc. Employees Retirement Plan
  • RANK ind #7972

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 Colorado →

Leanin' Tree Inc. 401(k) Plan in the asset neighbourhood

Leanin' Tree Inc. 401(k) Plan$11MRobb & Stucky International, Inc. Employees Retirement PlanRobb & Stucky International,…$11MKinseth Hotel Corporation 401(k) Retirement Savings PlanKinseth Hotel Corporation 40…$11MThe 401(k) Profit Sharing Plan of the Commercial Club of ChicagoThe 401(k) Profit Sharing Pl…$11MVicarious Surgical Inc. 401(k) PlanVicarious Surgical Inc. 401(…$11M
End-of-year total assets ($M) among Leanin' Tree Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN841130457
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leanin' Tree, Inc.)

Sponsor-wide plan assets over time

All Leanin' Tree, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 12.815789550907114% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M$13.5M 202220232024 $13M $11.3M ▼ -12.8%
Year Plans Participants Total Assets
2022 1 136 $13M
2023 1 134 $12M
2024 1 136 $11M

Nearby 401(k) Plans in Colorado

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

Leanin' Tree Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Leanin' Tree Inc. 401(k) Plan, Total assets ($B): 0.011289942 · Participants: 136Leanin' Tree Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Leanin' Tree Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Leanin' Tree Inc. 401(k) Plan side-by-side with 3 peers →

Leanin' Tree Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Robb & Stucky International, Inc. Employees Retirement Plan in FL ($11M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Leanin' Tree Inc. 401(k) Plan assets move in 2024? ▼
Leanin' Tree Inc. 401(k) Plan pulled back noticeably - down 9.4% during 2024, from $12M to $11M. Reported net income was -$1M.
How have Leanin' Tree, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leanin' Tree, Inc.'s sponsor-wide assets declined 12.8%, from $13M to $11M.
Which 401(k) plans are similar in size to Leanin' Tree Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robb & Stucky International, Inc. Employees Retirement Plan in FL ($11M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Leanin' Tree Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 841130457.

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.