Other · DOL Form 5500 · 2022

North Carolina Outward Bound School Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
117
Participants Small participant base
35th
Percentile by assets National rank
$18,269
Avg per participant Low balance/head
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Official DOL plan name: North Carolina Outward Bound School 403(b) Plan · Sponsored by North Carolina Outward Bound School · North Carolina · Educational Services

$2M in assets, 117 participants

North Carolina Outward Bound School's North Carolina Outward Bound School 403(b) Plan reported $2M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #955 in Educational Services (4,024 peers)

Coverage in North Carolina

North Carolina Outward Bound School 403(b) Plan covers 117 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#955
in Educational Services (4,024 peers)
-10.9%
assets change YoY

The plan reported a net loss of $263K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Carolina Outward Bound School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

North Carolina Outward Bound School 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,137,427 35th percentile higher than 35% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

North Carolina Outward Bound School 403(b) 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. North Carolina Outward Bound School 403(b) Plan sits mid-pack in the medium band (117 participants).

Published 5500 schedule card

Filing strip 560857708 · North Carolina Outward Bound School PY 2022 · Other

North Carolina Outward Bound School 403(b) Plan · $2M · 117 · 35th

  • 5500 $2M
  • 5500 117
  • 5500 35th
  • 5500 Other
  • 5500 near Community Crossroads, Inc. Retirement Program
  • 5500 ind #955

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 North Carolina →

North Carolina Outward Bound School 403(b) Plan in the asset neighbourhood

North Carolina Outward Bound School 403(b) PlanNorth Carolina Outward Bound…$2MCommunity Crossroads, Inc. Retirement ProgramCommunity Crossroads, Inc. R…$2MArise Academy, Inc. 403(b) PlanArise Academy, Inc. 403(b) P…$2MNortheast Care Center 403(b) Employee Savings and Pension PlanNortheast Care Center 403(b)…$2MFamily Health Centers of Baltimore, Inc. Tax Deferred Annuity PlanFamily Health Centers of Bal…$2M
End-of-year total assets ($M) among North Carolina Outward Bound School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$263K
Employer EIN560857708
Plan Effective Date2000-03-12
Filing StatusFILING RECEIVED

Sponsor Plan History (North Carolina Outward Bound School)

Sponsor-wide plan assets over time

All North Carolina Outward Bound School plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.66354500060119% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.14M $2.64M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 117 $2M
2023 1 114 $3M
2024 1 64 $3M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

North Carolina Outward Bound School 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants North Carolina Outward Bound School 403(b) Plan, Total assets ($B): 0.002137427 · Participants: 117North Carolina Outward Bound School 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
North Carolina Outward Bound School 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare North Carolina Outward Bound School 403(b) Plan side-by-side with 3 peers →

North Carolina Outward Bound School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Community Crossroads, Inc. Retirement Program in NH ($2M); by covered participants it is Grassroots Crisis Intervention Center, Inc 403(b) Tax Deferred Annuity Plan in MD (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North Carolina Outward Bound School 403(b) Plan assets move in 2022? ▼
North Carolina Outward Bound School 403(b) Plan pulled back noticeably - down 10.9% during 2022, from $2M to $2M. Reported net income was -$263K.
How have North Carolina Outward Bound School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Outward Bound School's sponsor-wide assets grew 23.7%, from $2M to $3M.
Which Other plans are similar in size to North Carolina Outward Bound School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Community Crossroads, Inc. Retirement Program in NH ($2M, 131 participants).
Which Other plans cover a similar participant headcount to North Carolina Outward Bound School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Grassroots Crisis Intervention Center, Inc 403(b) Tax Deferred Annuity Plan in MD (117 participants, $867K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560857708.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.