401(k) · DOL Form 5500 · 2024
Panorama Education, Inc. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 363
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $98,782
- Avg per participant Below avg balance/head
Official DOL plan name: Panorama Education, Inc. Retirement Trust · Sponsored by Panorama Education, Inc. · Massachusetts · Information & Media
$36M in assets, 363 participants
Panorama Education, Inc.'s Panorama Education, Inc. Retirement Trust reported $36M in total assets and 363 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #2,047 in Information & Media (2,822 peers)
Where Panorama Education, Inc. Retirement Trust sits by assets
Panorama Education, Inc. Retirement Trust sits in the top quartile of all filed plans by assets, $36M for 363 participants (~$98,782/participant), up 22.9% in 2024.
- #2,047
- in Information & Media (2,822 peers)
- +22.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Panorama Education, Inc. Retirement Trust's outsized position by total assets
Panorama Education, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,858,000 Top 20% higher than 80% 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
Panorama Education, Inc. Retirement Trust 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. Panorama Education, Inc. Retirement Trust sits mid-pack in the medium band (363 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Panorama Education, Inc. Retirement Trust reported participants fell from 481 in the plan year 2023 filing to 363 in the plan year 2024 filing.
- Panorama Education, Inc. Retirement Trust end-of-year assets rose from $29M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Panorama Education, Inc. Retirement Trust reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 900995958 · Panorama Education, Inc. PY 2024 · 401(k)
Panorama Education, Inc. Retirement Trust · $36M · 363 · 80th
- EIN $36M
- RANK 363
- PHOTO 80th
- IND 401(k)
- EOY near Kennebunk Savings Bank 401(k) Plan
- 5500 ind #2047
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 Information & Media retirement plans → · Plans in Massachusetts →
Panorama Education, Inc. Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $7M |
| Employer EIN | 900995958 |
| Plan Effective Date | 2014-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Panorama Education, Inc.)
Sponsor-wide plan assets over time
All Panorama Education, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 70.46207591984775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 339 | $21M |
| 2023 | 1 | 481 | $29M |
| 2024 | 1 | 363 | $36M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Panorama Education, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Kennebunk Savings Bank 401(k) Plan in ME ($36M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (363 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Kennebunk Savings Bank 401(k) Plan (ME) $36M · 330
- Huddl3 Group 401(k) Plan (CA) $36M · 1,211
- The Bally Ribbon Mills Profit Sharing 401(k) Plan (PA) $36M · 258
- Frozen Phs & Hmhs 403(b) Annuity Plan (TX) $36M · 594
Similar participant headcount
Nearest other-state filings by covered participants (363 participants); asset peers above are excluded.
- Mcgough Companies 401(k) Plan and Trust (MN) 363 · 0 off
- Poindexter Nut Company , Inc. 401(k) Profit Sharing Plan (CA) 363 · 0 off
- California Commercial Investment Group, Inc. 401(k) Plan (CA) 363 · 0 off
- Jakks Pacific, Inc. 401(k) Plan (CA) 363 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.