401(k) · DOL Form 5500 · 2024
Imagine Learning LLC 401(k) Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 2,664
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $51,948
- Avg per participant Low balance/head
Official DOL plan name: Imagine Learning LLC 401(k) Plan · Sponsored by Imagine Learning LLC · Arizona · Educational Services
$138M in assets, 2,664 participants
Imagine Learning LLC's Imagine Learning LLC 401(k) Plan reported $138M in total assets and 2,664 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,178 in Educational Services (3,638 peers)
Coverage in Arizona
Imagine Learning LLC 401(k) Plan covers 2,664 participants in Arizona, 4.7x the typical Arizona plan (state average ~564 per filing). Assets: $138M.
- #3,178
- in Educational Services (3,638 peers)
- +19.2%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Imagine Learning LLC 401(k) Plan's outsized position by total assets
Imagine Learning LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$138,388,978 Top 8% higher than 92% 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
Imagine Learning LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Imagine Learning LLC 401(k) Plan lands in the large band (2,664 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Imagine Learning LLC 401(k) Plan end-of-year assets rose from $116M in the plan year 2023 filing to $138M in the plan year 2024 filing.
- Imagine Learning LLC 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Imagine Learning LLC 401(k) Plan reported participants rose from 2,637 in the plan year 2023 filing to 2,664 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 451565841 · Imagine Learning LLC PY 2024 · 401(k)
Imagine Learning LLC 401(k) Plan · $138M · 2,664 · 92nd
- RANK $138M
- PHOTO 2,664
- IND 92nd
- EOY 401(k)
- 5500 near The Vanderweil Companies Savings Plan
- ASSETS ind #3178
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 →
Imagine Learning LLC 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | $22M |
| Employer EIN | 451565841 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Imagine Learning LLC)
Sponsor-wide plan assets over time
All Imagine Learning LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 19.16118619322981% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 2,637 | $116M |
| 2024 | 1 | 2,664 | $138M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Imagine Learning LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is The Vanderweil Companies Savings Plan in MA ($138M); by covered participants it is Simpson Manufacturing Co. , Inc. 401(k) Profit Sharing Plan in CA (2,663 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
- The Vanderweil Companies Savings Plan (MA) $138M · 468
- IBEW Local Union No. 520 Annuity Plan (NM) $138M · 3,913
- Cargurus, Inc. 401(k) Profit Sharing Plan (MA) $138M · 1,042
- Hardesty & Hanover Employees' 401(k) Profit Sharing Plan (NY) $138M · 658
Similar participant headcount
Nearest other-state filings by covered participants (2,664 participants); asset peers above are excluded.
- Simpson Manufacturing Co. , Inc. 401(k) Profit Sharing Plan (CA) 2,663 · 1 off
- Rtx Puerto Rico Savings Plan (PR) 2,665 · 1 off
- Bunge Retirement Savings Plan (MO) 2,665 · 1 off
- Parkview Medical Center, Inc. Savings Plan (CO) 2,662 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.