Other · DOL Form 5500 · 2022

Outward Bound Inc Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Outward Bound USA 403(b) DC Plan · Sponsored by Outward Bound Inc · New York · Educational Services

$3M in assets, 3 participants

Outward Bound Inc's Outward Bound USA 403(b) DC Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,207 in Educational Services (4,024 peers)

Outward Bound Inc multi-year trail

Outward Bound Inc's plans moved +214.5% in assets from 2022 to 2024; this filing shows Outward Bound USA 403(b) DC Plan at $3M / 3 participants.

#1,207
in Educational Services (4,024 peers)
-17.4%
assets change YoY

The plan reported a net loss of $727K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Outward Bound USA 403(b) DC Plan vs every filed plan by assets

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

$3,453,935 43rd percentile higher than 43% 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

Outward Bound USA 403(b) DC Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Outward Bound USA 403(b) DC Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 042375956 · Outward Bound Inc PY 2022 · Other

Outward Bound USA 403(b) DC Plan · $3M · 3 · 43rd

  • BOOK $3M
  • VS-ST 3
  • BOY 43rd
  • SCH Other
  • EBSA near 403(b) Thrift Plan of Info Line of San Diego County
  • PART ind #1207

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 →

Outward Bound USA 403(b) DC Plan in the asset neighbourhood

Outward Bound USA 403(b) DC PlanOutward Bound USA 403(b) DC …$3M403(b) Thrift Plan of Info Line of San Diego County403(b) Thrift Plan of Info L…$3M403(b) Thrift Plan of Bonita House, Inc.403(b) Thrift Plan of Bonita…$3MSt Luke's Episcopal School Employee Retirement PlaSt Luke's Episcopal School E…$3M403(b) Thrift Plan of Community Living Options403(b) Thrift Plan of Commun…$3M
End-of-year total assets ($M) among Outward Bound USA 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Outward Bound Inc multi-year asset trail

Sponsor-wide plan assets over time

All Outward Bound Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 214.50076506940636% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.45M $10.9M ▲ +214.8%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $10M
2024 1 18 $11M

Outward Bound Inc filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$727K
Employer EIN042375956
Plan Effective Date1993-05-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Outward Bound USA 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Outward Bound USA 403(b) DC Plan, Total assets ($B): 0.003453935 · Participants: 3Outward Bound USA 403(b) DC PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Outward Bound USA 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants

Outward Bound USA 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Info Line of San Diego County in CA ($3M); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Outward Bound USA 403(b) DC Plan assets move in 2022?
Outward Bound USA 403(b) DC Plan declined sharply - down 17.4% during 2022, from $4M to $3M. Reported net income was -$727K.
How have Outward Bound Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Outward Bound Inc's sponsor-wide assets grew 214.5%, from $3M to $11M.
Which Other plans are similar in size to Outward Bound USA 403(b) DC Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Info Line of San Diego County in CA ($3M, 299 participants).
Which Other plans cover a similar participant headcount to Outward Bound USA 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Juile a Staggers Profit Sharing Plan in VA (3 participants, $1M in assets).