Options for Learning
Plan context: Options for Learning 403(B) Plan
EIN 95-3602641 • Covina, CA • 31 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
999
2025 Assets
$23,896,635
2025 Contributions
$3,641,410
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 2 | 999 | $23,896,635 | $3,641,410 | $3,645iApproximate average salary by contribution assumption: employee only about $91,126 at 4% or $60,751 at 6%; with 50% employer match about $60,751 at 4% or $40,501 at 6%; with 100% employer match about $45,563 at 4% or $30,375 at 6%. |
| Options for Learning 403(B) Plan | - | 999 | $23,896,635 | $3,641,410 | $3,645iApproximate average salary by contribution assumption: employee only about $91,126 at 4% or $60,751 at 6%; with 50% employer match about $60,751 at 4% or $40,501 at 6%; with 100% employer match about $45,563 at 4% or $30,375 at 6%. |
| Options Employee Welfare Benefit Plan | - | 953 | - | - | - |
| 2024 | 2 | 999 | $18,908,800 | $4,654,169 | $4,659iApproximate average salary by contribution assumption: employee only about $116,471 at 4% or $77,647 at 6%; with 50% employer match about $77,647 at 4% or $51,765 at 6%; with 100% employer match about $58,235 at 4% or $38,824 at 6%. |
| Options for Learning 403(B) Plan | - | 999 | $18,908,800 | $4,654,169 | $4,659iApproximate average salary by contribution assumption: employee only about $116,471 at 4% or $77,647 at 6%; with 50% employer match about $77,647 at 4% or $51,765 at 6%; with 100% employer match about $58,235 at 4% or $38,824 at 6%. |
| Options Employee Welfare Benefit Plan | - | 924 | - | - | - |
| 2023 | 2 | 938 | $12,867,354 | $4,160,247 | $4,435iApproximate average salary by contribution assumption: employee only about $110,881 at 4% or $73,921 at 6%; with 50% employer match about $73,921 at 4% or $49,280 at 6%; with 100% employer match about $55,440 at 4% or $36,960 at 6%. |
| Options for Learning 403(B) Plan | - | 938 | $12,867,354 | $4,160,247 | $4,435iApproximate average salary by contribution assumption: employee only about $110,881 at 4% or $73,921 at 6%; with 50% employer match about $73,921 at 4% or $49,280 at 6%; with 100% employer match about $55,440 at 4% or $36,960 at 6%. |
| Options Employee Welfare Benefit Plan | - | 846 | - | - | - |
| 2022 | 2 | 901 | $7,761,401 | $2,775,960 | $3,081iApproximate average salary by contribution assumption: employee only about $77,024 at 4% or $51,350 at 6%; with 50% employer match about $51,350 at 4% or $34,233 at 6%; with 100% employer match about $38,512 at 4% or $25,675 at 6%. |
| Options for Learning 403(B) Plan | - | 901 | $7,761,401 | $2,775,960 | $3,081iApproximate average salary by contribution assumption: employee only about $77,024 at 4% or $51,350 at 6%; with 50% employer match about $51,350 at 4% or $34,233 at 6%; with 100% employer match about $38,512 at 4% or $25,675 at 6%. |
| Options Employee Welfare Benefit Plan | - | 814 | - | - | - |
| 2021 | 1 | 1,041 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 1,041 | - | - | - |
| 2020 | 1 | 963 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 963 | - | - | - |
| 2019 | 1 | 944 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 944 | - | - | - |
| 2018 | 1 | 921 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 921 | - | - | - |
| 2017 | 1 | 936 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 936 | - | - | - |
| 2016 | 1 | 958 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 958 | - | - | - |
| 2015 | 1 | 928 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 928 | - | - | - |
| 2014 | 1 | 933 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 933 | - | - | - |
| 2013 | 1 | 880 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 880 | - | - | - |
| 2012 | 1 | 755 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 755 | - | - | - |
| 2011 | 1 | 750 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 750 | - | - | - |
| 2010 | 1 | 737 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 737 | - | - | - |
| 2009 | 1 | 746 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 746 | - | - | - |
| 2008 | 1 | 750 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 750 | - | - | - |
| 2007 | 1 | 711 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 711 | - | - | - |
| 2006 | 1 | 649 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 649 | - | - | - |
| 2005 | 1 | 635 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 635 | - | - | - |
| 2004 | 1 | 638 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 638 | - | - | - |
| 2003 | 1 | 624 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 624 | - | - | - |
| 2002 | 1 | 672 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 672 | - | - | - |
| 2001 | 1 | 622 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 622 | - | - | - |
| 2000 | 1 | 478 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 478 | - | - | - |
| 1999 | 1 | 466 | $0 | $0 | - |
| Options Employee Welfare Benefit Plan | - | 466 | - | - | - |