Other · DOL Form 5500 · 2023

Outward Bound Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
3
Participants Small participant base
59th
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Outward Bound USA 403(b) DC Plan · Sponsored by Outward Bound Inc. · Colorado · Educational Services

$10M in assets, 3 participants

Outward Bound Inc.'s Outward Bound USA 403(b) DC Plan reported $10M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,572 in Educational Services (3,735 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 $10M / 3 participants.

#1,572
in Educational Services (3,735 peers)
+193.0%
assets growth YoY

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 2023 · DOL Form 5500

$10,119,318 Top 41% higher than 59% 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

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

Plan-year 2023 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.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Outward Bound USA 403(b) DC Plan reported net income rose from -$727K in the plan year 2022 filing to $850K in the plan year 2023 filing.
  • Outward Bound USA 403(b) DC Plan end-of-year assets rose from $3M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042375956 · Outward Bound Inc. PY 2023 · Other

Outward Bound USA 403(b) DC Plan · $10M · 3 · 59th

  • VS-ST $10M
  • VS-ST 3
  • VS-ST 59th
  • VS-ST Other
  • VS-ST near Kaboom! Inc. 403(b) Retirement Plan
  • VS-ST ind #1572

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 Colorado →

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

Outward Bound USA 403(b) DC PlanOutward Bound USA 403(b) DC …$10MKaboom! Inc. 403(b) Retirement PlanKaboom! Inc. 403(b) Retireme…$10MBronx Charter School for Excellence 403(b) Deferred Compensation PlanBronx Charter School for Exc…$10MInternational Center for Transitional Justice - 403(b) PlanInternational Center for Tra…$10MSouth Texas Lighthouse for the Blind 403(b) PlanSouth Texas Lighthouse for t…$10M
End-of-year total assets ($M) among Outward Bound USA 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$10M
Net Income$850K
Employer EIN042375956
Plan Effective Date1993-05-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

Outward Bound USA 403(b) DC Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Outward Bound USA 403(b) DC Plan, Total assets ($B): 0.010119318 · Participants: 3Outward Bound USA 403(b) DC PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Outward Bound USA 403(b) DC Plan vs. nearby Other plans in Colorado, assets vs. participants

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

Outside Colorado, the nearest Other by assets is Kaboom! Inc. 403(b) Retirement Plan in MD ($10M); by covered participants it is Single K in IL (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 2023. 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 2023?
Outward Bound USA 403(b) DC Plan surged - up 193.0% during 2023, from $3M to $10M. Reported net income was $850K.
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 Kaboom! Inc. 403(b) Retirement Plan in MD ($10M, 61 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 Single K in IL (3 participants, $311K in assets).