Other · DOL Form 5500 · 2023

UNBOUND Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
148
Participants Small participant base
71st
Percentile by assets National rank
$126,744
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unbound Retirement Plan · Sponsored by UNBOUND · Kansas · Other Services

$19M in assets, 148 participants

UNBOUND's Unbound Retirement Plan reported $19M in total assets and 148 participants in its 2023 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.

  • #6,621 in Other Services (7,857 peers)

Coverage in Kansas

Unbound Retirement Plan covers 148 participants in Kansas, about 41% of the average Kansas filer (state average ~360 per filing). Assets: $19M.

#6,621
in Other Services (7,857 peers)
+24.3%
assets growth YoY

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 2023 · DOL Form 5500

$18,758,178 Top 29% higher than 71% 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

Unbound Retirement 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. Unbound Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unbound Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Unbound Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Unbound Retirement Plan reported participants rose from 134 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431243999 · UNBOUND PY 2023 · Other

Unbound Retirement Plan · $19M · 148 · 71st

  • EIN $19M
  • EIN 148
  • EIN 71st
  • EIN Other
  • EIN near Boston Healthcare for the Homeless Profit Sharing Plan
  • EIN ind #6621

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

403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara403(b) Thrift Plan of Visiti…$19MFeed the Children Retirement PlanFeed the Children Retirement…$19MUnbound Retirement Plan$19MBoston Healthcare for the Homeless Profit Sharing PlanBoston Healthcare for the Ho…$19MDefined Contribution Pension Plan for Employees of American Committee for the Weizmann Institute of Science, Inc.Defined Contribution Pension…$19M
End-of-year total assets ($M) among Unbound Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN431243999
Plan Effective Date1987-01-01
Filing StatusFILING 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
$14M$16M$18M$20M 202220232024 $15.1M $18.8M ▲ +24.4%
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.

Unbound Retirement Plan vs. nearby Other plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Unbound Retirement Plan, Total assets ($M): 18.758178 · Participants: 148Unbound Retirement PlanStormont-Vail Healthcare Employee 403(b) Plan, Total assets ($M): 553.48037 · Participants: 5717Stormont-Vail Healthcare Employee 403(b) PlanOlathe Health System, Inc. Tsa Retirement Plan, Total assets ($M): 194.589342 · Participants: 2326Olathe Health System, Inc. Tsa Retirement PlanHays Medical Center Employee's Tax Deferred Annuity Plan, Total assets ($M): 103.791856 · Participants: 1503Hays Medical Center Employee's Tax Deferred Annuity PlanMidwest Transplant Network, Inc. 403(b) Retirement Plan, Total assets ($M): 41.715049 · Participants: 225Midwest Transplant Network, Inc. 403(b) Retirement PlanOttawa University DC Plan, Total assets ($M): 38.535436 · Participants: 496Ottawa University DC Plan
Unbound Retirement Plan vs. nearby Other plans in Kansas, assets vs. participants
Compare Unbound Retirement Plan side-by-side with 3 peers →

Unbound Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kansas, the nearest Other by assets is Boston Healthcare for the Homeless Profit Sharing Plan in MA ($19M); by covered participants it is Houghton University Defined Contribution Plan in NY (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Unbound Retirement Plan assets move in 2023? ▼
Unbound Retirement Plan grew sharply - up 24.3% during 2023, from $15M to $19M. Reported net income was $4M.
How have UNBOUND plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), UNBOUND's sponsor-wide assets grew 24.4%, from $15M to $19M.
Which Other plans are similar in size to Unbound Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Boston Healthcare for the Homeless Profit Sharing Plan in MA ($19M, 625 participants).
Which Other plans cover a similar participant headcount to Unbound Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Houghton University Defined Contribution Plan in NY (148 participants, $55M 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 431243999.

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.