Other · DOL Form 5500 · 2022
Ascend Learning, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 783
- Participants Near avg headcount
- 71st
- Percentile by assets National rank
- $17,160
- Avg per participant Low balance/head
Official DOL plan name: Ascend Learning, Inc. 403(b) Plan · Sponsored by Ascend Learning, Inc. · New York · Educational Services
$13M in assets, 783 participants
Ascend Learning, Inc.'s Ascend Learning, Inc. 403(b) Plan reported $13M in total assets and 783 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #2,126 in Educational Services (4,024 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 $13M / 783 participants.
- #2,126
- in Educational Services (4,024 peers)
- -16.3%
- 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.
Ascend Learning, Inc. 403(b) Plan's outsized position by total assets
Ascend Learning, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,436,606 Top 29% higher than 71% 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
Ascend Learning, Inc. 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. Ascend Learning, Inc. 403(b) Plan sits mid-pack in the medium band (783 participants).
Plan-year Form 5500 strip
Filing strip 331200239 · Ascend Learning, Inc. PY 2022 · Other
Ascend Learning, Inc. 403(b) Plan · $13M · 783 · 71st
- BOOK $13M
- VS-ST 783
- BOY 71st
- SCH Other
- EBSA near St. Francis Health Services of Morris Tax Deferred Annuity Plan
- PART ind #2126
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
Ascend Learning, Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 783 | $13M |
| 2023 | 8 | 4,728 | $54M |
| 2024 | 1 | 719 | $15M |
Ascend Learning, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| 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.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
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 St. Francis Health Services of Morris Tax Deferred Annuity Plan in MN ($13M); by covered participants it is Agrace Hospicecare Employee Retirement Plan in WI (784 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (783 participants); asset peers above are excluded.
- Agrace Hospicecare Employee Retirement Plan (WI) 784 · 1 off
- Nwea DC Plan (OR) 782 · 1 off
- Colorado College Retirement Benefit Plan (CO) 785 · 2 off
- St. Mary's University Defined Contribution Retirement Plan (TX) 780 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.