Other · DOL Form 5500 · 2023
Ascend Learning, Inc. Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 747
- Participants
- 57th
- Percentile by assets
- $12,365
- Avg per participant
Official DOL plan name: Ascend Learning, Inc. 403(b) Plan · Sponsored by Ascend Learning, Inc. · New York · Educational Services
$9M in assets, 747 participants
Ascend Learning, Inc.'s Ascend Learning, Inc. 403(b) Plan reported $9M in total assets and 747 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 127,072 plans)
- #1,498 in Educational Services (3,735 peers)
Ascend Learning, Inc. multi-year trail
Ascend Learning, Inc.'s plans moved +11.4% in assets from 2022 to 2024; this filing shows Ascend Learning, Inc. 403(b) Plan at $9M / 747 participants.
- $9M
- total plan assets (2023 EOY)
- 747
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $12,365
- avg assets per participant
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 $3M 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 $9M in the plan year 2023 filing.
- Ascend Learning, Inc. 403(b) Plan reported participants fell from 783 in the plan year 2022 filing to 747 in the plan year 2023 filing.
Ascend Learning, Inc. across 3 plan years on file
Across the 3 plan years Ascend Learning, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $15M, a gain of 11.4%, while reported participants moved from 783 to 719 (-8.2%). Peak year by sponsor assets: 2023 ($54M); trough: 2022 ($13M).
Ascend Learning, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 783 | $13M |
| 2023 | 8 | 4,728 | $54M |
| 2024 | 1 | 719 | $15M |
Ascend Learning, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 331200239 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
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
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Similar-Sized Other Plans Nationally
Other plans in other states closest to Ascend Learning, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Ascend Learning, Inc. 403(b) Plan assets move in 2023? ▼
How have Ascend Learning, Inc. plan assets changed over time? ▼
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Next read for Ascend Learning, Inc. 403(b) Plan
Multi-year trail
Ways to act on Ascend Learning, Inc. 403(b) Plan's numbers.
- By total assets, Ascend Learning, Inc. 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Ascend Learning, Inc.'s sponsor-wide assets have grown 11.4% since 2022 across 3 plan years on file. More Educational Services plans