Other · DOL Form 5500 · 2024
Learn Charter School Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 713
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $13,435
- Avg per participant Low balance/head
Official DOL plan name: Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan · Sponsored by Learn Charter School · Illinois · Educational Services
$10M in assets, 713 participants
Learn Charter School's Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan reported $10M in total assets and 713 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #1,359 in Educational Services (3,638 peers)
Learn Charter School multi-year trail
Learn Charter School's plans moved +47.5% in assets from 2022 to 2024; this filing shows Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan at $10M / 713 participants.
- #1,359
- in Educational Services (3,638 peers)
- +21.8%
- assets growth YoY
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan's mid-pack asset rank among Educational Services and all filers
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,578,800 Top 45% higher than 55% 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
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda 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. Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan sits mid-pack in the medium band (713 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan reported participants rose from 658 in the plan year 2023 filing to 713 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 364439074 · Learn Charter School PY 2024 · Other
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan · $10M · 713 · 55th
- VS-ST $10M
- BOY 713
- SCH 55th
- EBSA Other
- PART near Maimonides Academy 403b Plan - Plan# 346962
- TYPE ind #1359
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 Illinois →
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan in the asset neighbourhood
Learn Charter School multi-year asset trail
Sponsor-wide plan assets over time
All Learn Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 47.45072250669307% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 704 | $6M |
| 2023 | 1 | 658 | $8M |
| 2024 | 1 | 713 | $10M |
Learn Charter School filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 364439074 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Maimonides Academy 403b Plan - Plan# 346962 in CA ($10M); by covered participants it is Lesley University Retirement Plan in MA (713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (713 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.