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
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 Type | Other |
| Employer EIN | 030179592 |
| Plan Effective Date | 1957-09-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (World Learning, Inc.)
| 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
- Middlebury College Voluntary Retirement Plan $294M · 1,104
- Rutland Regional Health Services Retirement Savings Plan $260M · 1,787
- Norwich University Defined Contribution Retirement Plan $170M · 1,126
- Northwestern Medical Center, Inc. 403(b) Plan $80M · 709
- Southwestern Vermont Health Care 403(b) Retirement Savings Plan $71M · 1,235
Similar-Sized Other Plans Nationally
Other plans in other states closest to World Learning, Inc. Retirement Plan by total assets, not by location.
- Retirement Program for U. S. Citizen and Resident Alien Employees of the American University of Beirut (NY) $89M · 209
- Achievement First, Inc. 403(b) Plan (CT) $88M · 1,873
- Avita Health System Employee 403b Retirement Plan (OH) $88M · 2,070
- Charles E. Smith Jewish Day School Defined Contribution Plan (MD) $89M · 278
Frequently Asked Questions
How much money is in the World Learning, Inc. Retirement Plan? ▼
What type of plan is World Learning, Inc. Retirement Plan? ▼
Who sponsors the World Learning, Inc. Retirement Plan? ▼
How did World Learning, Inc. Retirement Plan perform in 2023? ▼
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.
Read our methodology - how this data is sourced, computed, and verified.
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.