Other · DOL Form 5500 · 2023

Ascend Learning, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
267
Participants Below avg headcount
27th
Percentile by assets National rank
$5,497
Avg per participant Low balance/head
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Official DOL plan name: Ascend Learning, Inc. 403(b) Plan · Sponsored by Ascend Learning, Inc. · New York · Educational Services

$1M in assets, 267 participants

Ascend Learning, Inc.'s Ascend Learning, Inc. 403(b) Plan reported $1M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #649 in Educational Services (3,735 peers)

Coverage in New York

Ascend Learning, Inc. 403(b) Plan covers 267 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $1M.

#649
in Educational Services (3,735 peers)
+61.5%
assets growth YoY

Ascend Learning, Inc. 403(b) Plan among the smaller filed plans by assets

Ascend Learning, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,467,608 27th percentile higher than 27% of 127,068 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 2023

Ascend Learning, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ascend Learning, Inc. 403(b) Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ascend Learning, Inc. 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $554K in the plan year 2023 filing.
  • Ascend Learning, Inc. 403(b) Plan end-of-year assets fell from $13M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ascend Learning, Inc. 403(b) Plan reported participants fell from 783 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 331200239 · Ascend Learning, Inc. PY 2023 · Other

Ascend Learning, Inc. 403(b) Plan · $1M · 267 · 27th

  • EBSA $1M
  • EBSA 267
  • EBSA 27th
  • EBSA Other
  • EBSA near Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan
  • EBSA ind #649

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 New York →

Ascend Learning, Inc. 403(b) Plan in the asset neighbourhood

United States Amateur Boxing, Inc.United States Amateur Boxing…$1MMemphis Goodwill Inc. 403b Retirement PlanMemphis Goodwill Inc. 403b R…$1MAscend Learning, Inc. 403(b) PlanAscend Learning, Inc. 403(b)…$1MBruce Hersh Cpa Accountancy Corporation Profit Sharing PlanBruce Hersh Cpa Accountancy …$1MSouthwest Michigan Land ConservancySouthwest Michigan Land Cons…$1M
End-of-year total assets ($M) among Ascend Learning, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$909K
Net Assets (End of Year)$1M
Net Income$554K
Employer EIN331200239
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascend Learning, Inc.)

Sponsor-wide plan assets over time

All Ascend Learning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 11.40602768288361% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $13.4M $15M ▲ +11.4%
Year Plans Participants Total Assets
2022 1 783 $13M
2023 8 4,728 $54M
2024 1 719 $15M

Nearby Other Plans in New York

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

Ascend Learning, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ascend Learning, Inc. 403(b) Plan, Total assets ($B): 0.001467608 · Participants: 267Ascend Learning, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Ascend Learning, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Ascend Learning, Inc. 403(b) Plan side-by-side with 3 peers →

Ascend Learning, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan in CA ($1M); by covered participants it is Colorado Springs Independence Center 403b Plan in CO (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ascend Learning, Inc. 403(b) Plan assets move in 2023? ▼
Ascend Learning, Inc. 403(b) Plan surged - up 61.5% during 2023, from $909K to $1M. Reported net income was $554K.
How have Ascend Learning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascend Learning, Inc.'s sponsor-wide assets grew 11.4%, from $13M to $15M.
Which Other plans are similar in size to Ascend Learning, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Bruce Hersh Cpa Accountancy Corporation Profit Sharing Plan in CA ($1M, 2 participants).
Which Other plans cover a similar participant headcount to Ascend Learning, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Colorado Springs Independence Center 403b Plan in CO (267 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 331200239.

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.