401(k) · DOL Form 5500 · 2024

Learning Tree International, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
107
Participants Small participant base
79th
Percentile by assets National rank
$311,972
Avg per participant High balance/head
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Official DOL plan name: Learning Tree International 401(k) Plan · Sponsored by Learning Tree International, Inc. · Virginia · Educational Services

$33M in assets, 107 participants

Learning Tree International, Inc.'s Learning Tree International 401(k) Plan reported $33M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,330 in Educational Services (3,638 peers)

Coverage in Virginia

Learning Tree International 401(k) Plan covers 107 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $33M.

#2,330
in Educational Services (3,638 peers)
-2.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $997K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Learning Tree International 401(k) Plan's outsized position by total assets

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

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

$33,380,980 Top 21% higher than 79% 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 Tree International 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 Tree International 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Learning Tree International 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to -$997K in the plan year 2024 filing.
  • Learning Tree International 401(k) Plan reported participants fell from 111 in the plan year 2023 filing to 107 in the plan year 2024 filing.
  • Learning Tree International 401(k) Plan end-of-year assets fell from $34M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953133814 · Learning Tree International, Inc. PY 2024 · 401(k)

Learning Tree International 401(k) Plan · $33M · 107 · 79th

  • EOY $33M
  • EOY 107
  • EOY 79th
  • EOY 401(k)
  • EOY near Gen4 Dental Partners 401(k) Retirement Plan
  • EOY ind #2330

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 Virginia →

Learning Tree International 401(k) Plan in the asset neighbourhood

Woburn Pediatric Associates Savings PlanWoburn Pediatric Associates …$33MTelefonica Global Solutions USA, Inc., 401(k) PlanTelefonica Global Solutions …$33MLearning Tree International 401(k) PlanLearning Tree International …$33MGen4 Dental Partners 401(k) Retirement PlanGen4 Dental Partners 401(k) …$33MThomasville National Bank 401(k) Profit Sharing PlanThomasville National Bank 40…$33M
End-of-year total assets ($M) among Learning Tree International 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$33M
Net Income-$997K
Employer EIN953133814
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Learning Tree International, Inc.)

Sponsor-wide plan assets over time

All Learning Tree International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 15.257620323195944% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29M $33.4M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 125 $29M
2023 1 111 $34M
2024 1 107 $33M

Nearby 401(k) Plans in Virginia

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

Learning Tree International 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Learning Tree International 401(k) Plan, Total assets ($B): 0.03338098 · Participants: 107Learning Tree International 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Learning Tree International 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Learning Tree International 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Gen4 Dental Partners 401(k) Retirement Plan in AZ ($33M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Tree International 401(k) Plan assets move in 2024? ▼
Learning Tree International 401(k) Plan edged down modestly - down 2.9% during 2024, from $34M to $33M. Reported net income was -$997K.
How have Learning Tree International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learning Tree International, Inc.'s sponsor-wide assets grew 15.3%, from $29M to $33M.
Where does Learning Tree International 401(k) Plan rank by assets among Form 5500 filers? ▼
Learning Tree International 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Learning Tree International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gen4 Dental Partners 401(k) Retirement Plan in AZ ($33M, 1,391 participants).
Which 401(k) plans cover a similar participant headcount to Learning Tree International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 participants, $3M 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 953133814.

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.