Department of Labor filing

LEARJET, INC.

LEARJET INC. TAX-DEFERRED SAVINGS PLAN FOR REPRESENTED EMPLOYEES · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

61filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,736

Reported employer contributions per active participant.

Higher than about 54% of comparable plans

#People in the filing

468

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$69 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 76% of comparable plans

↗Investment performance

Not available

Plan assets changed 8.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202461out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions54th percentileTypical peer $1,654 · based on 455 comparable plans

Lower reported administrative expense76th percentileTypical peer $138 · based on 457 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, LEARJET, INC. reported $812,464 in employer contributions across the plan and 468 active participants. That works out to $1,736 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 18.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 169.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context61/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $812,464
Participant contributions: $2,817,827
Other contributions: $35,291
Employer share of reported contributions: 22.4%
Beginning assets: $52,689,371
Ending assets: $57,090,184
Ending net assets: $57,090,184
Ending liabilities: Not reported
Total income: $11,042,501
Total expenses: $5,762,850
Administrative expenses: $38,937
Participant loans: $1,093,265

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,468

2023

$1,544

2024

$1,736

Plan-paid administrative expenses per participant

2022

$26

2023

$83

2024

$69

Active participants

2022

401

2023

443

2024

468

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,736	468	57.1M	20251013094806NAL0001635728001
2023	$1,544	443	52.7M	20241002150014NAL0004138435001
2022	$1,468	401	48.1M	20230928151644NAL0007765139001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 133567473-008

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1988
Industry: Industry group 336
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB & CO. INC. AND AFFIL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251013094806NAL0001635728001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗