Other · DOL Form 5500 · 2022
UNBOUND Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $112,637
- Avg per participant Below avg balance/head
Official DOL plan name: Unbound Retirement Plan · Sponsored by UNBOUND · Kansas · Other Services
$15M in assets, 134 participants
UNBOUND's Unbound Retirement Plan reported $15M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #7,095 in Other Services (8,398 peers)
Coverage in Kansas
Unbound Retirement Plan covers 134 participants in Kansas, about 37% of the average Kansas filer (state average ~360 per filing). Assets: $15M.
- #7,095
- in Other Services (8,398 peers)
- -15.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Unbound Retirement Plan's outsized position by total assets
Unbound Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,093,422 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Unbound Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unbound Retirement Plan sits mid-pack in the medium band (134 participants).
Plan-year Form 5500 strip
Filing strip 431243999 · UNBOUND PY 2022 · Other
Unbound Retirement Plan · $15M · 134 · 73rd
- PHOTO $15M
- PHOTO 134
- PHOTO 73rd
- PHOTO Other
- PHOTO near Good News Publishers 403(b) Retirement Plan
- PHOTO ind #7095
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 Other Services retirement plans → · Plans in Kansas →
Unbound Retirement Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 431243999 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UNBOUND)
Sponsor-wide plan assets over time
All UNBOUND plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 24.381767103576642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $15M |
| 2023 | 1 | 148 | $19M |
| 2024 | 1 | 112 | $19M |
Nearby Other Plans in Kansas
Peer Other plans, same state, same plan type, ranked by total assets.
- Stormont-Vail Healthcare Employee 403(b) Plan $430M · 5,334
- Olathe Health System, Inc. Tsa Retirement Plan $165M · 2,265
- Hays Medical Center Employee's Tax Deferred Annuity Plan $90M · 1,905
- Ottawa University DC Plan $35M · 349
- Midwest Transplant Network, Inc. 403(b) Retirement Plan $34M · 220
Unbound Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kansas, the nearest Other by assets is Good News Publishers 403(b) Retirement Plan in IL ($15M); by covered participants it is University of Western States 403(b) Plan in OR (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- University of Western States 403(b) Plan (OR) 134 · 0 off
- Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan (FL) 134 · 0 off
- Seniorsplus Pension Plan (ME) 134 · 0 off
- Crenshaw Christian Center 403(b) Plan (CA) 134 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.