Other · DOL Form 5500 · 2024
The Learning Tree, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 396
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $7,820
- Avg per participant Low balance/head
Official DOL plan name: The Learning Tree, Inc. 403(b) Plan · Sponsored by The Learning Tree, Inc. · Alabama · Healthcare & Social Assistance
$3M in assets, 396 participants
The Learning Tree, Inc.'s The Learning Tree, Inc. 403(b) Plan reported $3M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #5,892 in Healthcare & Social Assistance (16,916 peers)
The Learning Tree, Inc. multi-year trail
The Learning Tree, Inc.'s plans moved +64.3% in assets from 2022 to 2024; this filing shows The Learning Tree, Inc. 403(b) Plan at $3M / 396 participants.
- #5,892
- in Healthcare & Social Assistance (16,916 peers)
- +21.7%
- assets growth YoY
The Learning Tree, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Learning Tree, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,096,825 34th percentile higher than 34% 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
The Learning Tree, Inc. 403(b) 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. The Learning Tree, Inc. 403(b) Plan sits mid-pack in the medium band (396 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Learning Tree, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Learning Tree, Inc. 403(b) Plan reported net income fell from $660K in the plan year 2023 filing to $552K in the plan year 2024 filing.
- The Learning Tree, Inc. 403(b) Plan reported participants fell from 437 in the plan year 2023 filing to 396 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 630854115 · The Learning Tree, Inc. PY 2024 · Other
The Learning Tree, Inc. 403(b) Plan · $3M · 396 · 34th
- EIN $3M
- RANK 396
- PHOTO 34th
- IND Other
- EOY near Gateway Community Services Matched Savings Plan
- 5500 ind #5892
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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →
The Learning Tree, Inc. 403(b) Plan in the asset neighbourhood
The Learning Tree, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Learning Tree, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 64.25703833711776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 455 | $2M |
| 2023 | 1 | 437 | $3M |
| 2024 | 1 | 396 | $3M |
The Learning Tree, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $552K |
| Employer EIN | 630854115 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
- Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
- Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
The Learning Tree, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Gateway Community Services Matched Savings Plan in FL ($3M); by covered participants it is Palmer College of Chiropractic 403(b) Plan in IA (396 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (396 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.