401(k) · DOL Form 5500 · 2024
Educational Enrichment Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 220
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $94,153
- Avg per participant Below avg balance/head
Official DOL plan name: Ees 401(k) Retirement Plan · Sponsored by Educational Enrichment Systems, Inc. · California · Healthcare & Social Assistance
$21M in assets, 220 participants
Educational Enrichment Systems, Inc.'s Ees 401(k) Retirement Plan reported $21M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,749 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Ees 401(k) Retirement Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $21M.
- #12,749
- in Healthcare & Social Assistance (16,916 peers)
- +36.4%
- assets growth YoY
Ees 401(k) Retirement Plan's outsized position by total assets
Ees 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,713,729 Top 29% higher than 71% 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
Ees 401(k) Retirement 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. Ees 401(k) Retirement Plan sits mid-pack in the medium band (220 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ees 401(k) Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Ees 401(k) Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Ees 401(k) Retirement Plan reported participants rose from 209 in the plan year 2023 filing to 220 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 953415446 · Educational Enrichment Systems, Inc. PY 2024 · 401(k)
Ees 401(k) Retirement Plan · $21M · 220 · 71st
- BOY $21M
- BOY 220
- BOY 71st
- BOY 401(k)
- BOY near Litmus Software, Inc. Retirement Plan
- BOY ind #12749
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 California →
Ees 401(k) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $6M |
| Employer EIN | 953415446 |
| Plan Effective Date | 2019-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Educational Enrichment Systems, Inc.)
Sponsor-wide plan assets over time
All Educational Enrichment Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 106.63137374452391% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $10M |
| 2023 | 1 | 209 | $15M |
| 2024 | 1 | 220 | $21M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Ees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Litmus Software, Inc. Retirement Plan in MA ($21M); by covered participants it is Stodge Inc 401(k) Plan in AZ (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Litmus Software, Inc. Retirement Plan (MA) $21M · 141
- Pohanka of Salisbury, Inc. 401(k) Plan (VA) $21M · 536
- H. M. Royal, Inc. Profit Sharing Plan (NJ) $21M · 43
- Kids Dental Brands 401(k) Plan (AZ) $21M · 562
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- Stodge Inc 401(k) Plan (AZ) 220 · 0 off
- Onegoal Retirement Trust (IL) 220 · 0 off
- Abnb Federal Credit Union 401(k) Plan & Trust (VA) 220 · 0 off
- Deangelis Diamond Construction, LLC 401(k) Profit Sharing Plan & Trust (FL) 220 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.