401(k) · DOL Form 5500 · 2024

Learning Grove, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
410
Participants Below avg headcount
57th
Percentile by assets National rank
$25,276
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of Learning Grove, Inc · Sponsored by Learning Grove, Inc. · Kentucky · Healthcare & Social Assistance

$10M in assets, 410 participants

Learning Grove, Inc.'s 403(b) Thrift Plan of Learning Grove, Inc reported $10M in total assets and 410 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,476 in Healthcare & Social Assistance (16,916 peers)

Learning Grove, Inc. multi-year trail

Learning Grove, Inc.'s plans moved +17.4% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Learning Grove, Inc at $10M / 410 participants.

#10,476
in Healthcare & Social Assistance (16,916 peers)
+1.8%
assets growth YoY

403(b) Thrift Plan of Learning Grove, Inc's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Learning Grove, Inc vs every filed plan by assets

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

$10,363,007 Top 43% higher than 57% 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

403(b) Thrift Plan of Learning Grove, Inc 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. 403(b) Thrift Plan of Learning Grove, Inc sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Learning Grove, Inc reported net income fell from $1M in the plan year 2023 filing to $186K in the plan year 2024 filing.
  • 403(b) Thrift Plan of Learning Grove, Inc reported participants fell from 443 in the plan year 2023 filing to 410 in the plan year 2024 filing.
  • 403(b) Thrift Plan of Learning Grove, Inc end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 310910787 · Learning Grove, Inc. PY 2024 · 401(k)

403(b) Thrift Plan of Learning Grove, Inc · $10M · 410 · 57th

  • IND $10M
  • IND 410
  • IND 57th
  • IND 401(k)
  • IND near Aeye, Inc. 401(k) Plan
  • IND ind #10476

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 Kentucky →

403(b) Thrift Plan of Learning Grove, Inc in the asset neighbourhood

403(b) Thrift Plan of Learning Grove, Inc403(b) Thrift Plan of Learni…$10MAeye, Inc. 401(k) Plan$10MFreedom Electronics LLC 401(k) PlanFreedom Electronics LLC 401(…$10MShoreline Insurance Agency, Inc. 401(k) Profit Sharing PlanShoreline Insurance Agency, …$10MCenter for Reproductive Medicine, P.a. Retirement PlanCenter for Reproductive Medi…$10M
End-of-year total assets ($M) among 403(b) Thrift Plan of Learning Grove, Inc and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Learning Grove, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Learning Grove, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 17.422252991925596% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $8.83M $10.4M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 396 $9M
2023 1 443 $10M
2024 1 410 $10M

Learning Grove, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$186K
Employer EIN310910787
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

403(b) Thrift Plan of Learning Grove, Inc vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants 403(b) Thrift Plan of Learning Grove, Inc, Total assets ($B): 0.010363007 · Participants: 410403(b) Thrift Plan of Learning Grove, IncCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
403(b) Thrift Plan of Learning Grove, Inc vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare 403(b) Thrift Plan of Learning Grove, Inc side-by-side with 3 peers →

403(b) Thrift Plan of Learning Grove, Inc's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Aeye, Inc. 401(k) Plan in CA ($10M); by covered participants it is Factory Direct Furniture 401(k) Plan in NJ (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 403(b) Thrift Plan of Learning Grove, Inc assets move in 2024? ▼
403(b) Thrift Plan of Learning Grove, Inc edged up modestly - up 1.8% during 2024, from $10M to $10M. Reported net income was $186K.
How have Learning Grove, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learning Grove, Inc.'s sponsor-wide assets grew 17.4%, from $9M to $10M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Learning Grove, Inc? ▼
Among 401(k) plans in other states, the closest by assets is Aeye, Inc. 401(k) Plan in CA ($10M, 61 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Learning Grove, Inc? ▼
Among 401(k) plans in other states, the closest by covered participants is Factory Direct Furniture 401(k) Plan in NJ (410 participants, $10M 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 310910787.

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.