Other · DOL Form 5500 · 2023

World Learning, Inc. Retirement Plan

Data updated 2026-07-24

$89M
Total assets
464
Participants
90th
Percentile by assets
$190,819
Avg per participant

Official DOL plan name: World Learning, Inc. Retirement Plan · Sponsored by World Learning, Inc. · Vermont · Educational Services

$89M in assets, 464 participants

World Learning, Inc.'s World Learning, Inc. Retirement Plan reported $89M in total assets and 464 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 126,618 plans)

What the 2023 filing shows

World Learning, Inc. Retirement Plan holds $89M for 464 participants - about $190,819 per participant, in the top 10% of all filed plans by assets, up 11.3% over the 2023 plan year.

$89M
total plan assets (2023 EOY)
464
covered participants
90th
percentile by assets (of 126,618 plans)
$190,819
avg assets per participant
State
Industry
Educational Services

Other · DOL Form 5500 · 2023

What the Filing Says About World Learning, Inc. Retirement Plan

World Learning, Inc. Retirement Plan is an Other retirement plan sponsored by World Learning, Inc., headquartered in Vermont. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $89M in total end-of-year assets and covers 464 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 030179592, and the plan has been effective since 1957-09-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $80M at the beginning of 2023 to $89M at year-end - up 11.3%. Net assets (after liabilities) closed the year at $89M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years World Learning, Inc. has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $80M to $89M, a gain of 11.3%, while reported participants moved from 447 to 464 (+3.8%). Year-by-year, sponsor-wide filings show: 2022 - $80M in assets across 1 plan covering 447 participants; 2023 - $89M in assets across 1 plan covering 464 participants.

By assets, World Learning, Inc. Retirement Plan outranks 90% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank World Learning, Inc. Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2023)

Total Assets (Beginning of Year)$80M
Total Assets (End of Year)$89M
Net Assets (End of Year)$89M
Net Income$9M
Plan TypeOther
Employer EIN030179592
Plan Effective Date1957-09-27
Filing StatusFILING RECEIVED

Sponsor Plan History (World Learning, Inc.)

$75M$80M$85M$90M 20222023 $79.6M $88.5M ▲ +11.3%
Total plan assets by year, all World Learning, Inc. 401(k) plans on file
Year Plans Participants Total Assets
2022 1 447 $80M
2023 1 464 $89M

Nearby Other Plans in Vermont

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

World Learning, Inc. Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants

World Learning, Inc. Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 50100150200250300350 Total assets ($M) Participants World Learning, Inc.…Middlebury College V…Rutland Regional Hea…Norwich University D…Northwestern Medical…Southwestern Vermont…
World Learning, Inc. Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to World Learning, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How much money is in the World Learning, Inc. Retirement Plan?
As of the 2023 Form 5500 filing, World Learning, Inc. Retirement Plan holds $89M in total assets with 464 participants. It is sponsored by World Learning, Inc..
What type of plan is World Learning, Inc. Retirement Plan?
World Learning, Inc. Retirement Plan is an Other plan. It has been effective since 1957-09-27. The plan is filed with the U.S. Department of Labor under EIN 030179592.
Who sponsors the World Learning, Inc. Retirement Plan?
World Learning, Inc. Retirement Plan is sponsored by World Learning, Inc., located in Vermont. The sponsor's EIN is 030179592 and the plan operates in the Educational Services industry.
How did World Learning, Inc. Retirement Plan perform in 2023?
World Learning, Inc. Retirement Plan grew at a solid clip - up 11.3% during 2023, moving from $80M to $89M in total assets. Net income was $9M.

What this filing means

Ways to act on World Learning, Inc. Retirement Plan's numbers.

  • By total assets, World Learning, Inc. Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Vermont. Compare plans
  • World Learning, Inc.'s sponsor-wide assets have grown 11.3% since 2022 across 2 plan years on file. More Educational Services plans
  • An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 030179592.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.