Other · DOL Form 5500 · 2023

North Carolina Outward Bound School Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
114
Participants Small participant base
33rd
Percentile by assets National rank
$22,462
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North Carolina Outward Bound School 403(b) Plan · Sponsored by North Carolina Outward Bound School · North Carolina · Educational Services

$3M in assets, 114 participants

North Carolina Outward Bound School's North Carolina Outward Bound School 403(b) Plan reported $3M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #817 in Educational Services (3,735 peers)

Coverage in North Carolina

North Carolina Outward Bound School 403(b) Plan covers 114 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#817
in Educational Services (3,735 peers)
+19.8%
assets growth YoY

North Carolina Outward Bound School 403(b) Plan among the smaller filed plans by assets

North Carolina Outward Bound School 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,560,721 33rd percentile higher than 33% 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

North Carolina Outward Bound School 403(b) 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. North Carolina Outward Bound School 403(b) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Carolina Outward Bound School 403(b) Plan reported net income rose from -$263K in the plan year 2022 filing to $423K in the plan year 2023 filing.
  • North Carolina Outward Bound School 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • North Carolina Outward Bound School 403(b) Plan reported participants fell from 117 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560857708 · North Carolina Outward Bound School PY 2023 · Other

North Carolina Outward Bound School 403(b) Plan · $3M · 114 · 33rd

  • PCT $3M
  • EIN 114
  • RANK 33rd
  • PHOTO Other
  • IND near 403(b) Thrift Plan of Sos Children S Villages Illinois
  • EOY ind #817

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 North Carolina →

North Carolina Outward Bound School 403(b) Plan in the asset neighbourhood

The Lincoln Center for Family & Youth 403(b) Retirement PlanThe Lincoln Center for Famil…$3MIm Sulzbacher Center for the Homeless 403(b) PlanIm Sulzbacher Center for the…$3MNorth Carolina Outward Bound School 403(b) PlanNorth Carolina Outward Bound…$3M403(b) Thrift Plan of Sos Children S Villages Illinois403(b) Thrift Plan of Sos Ch…$3MZamorano Escuela Agricola$3M
End-of-year total assets ($M) among North Carolina Outward Bound School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$423K
Employer EIN560857708
Plan Effective Date2000-03-12
Filing StatusFILING RECEIVED

Sponsor Plan History (North Carolina Outward Bound School)

Sponsor-wide plan assets over time

All North Carolina Outward Bound School plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.66354500060119% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.14M $2.64M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 117 $2M
2023 1 114 $3M
2024 1 64 $3M

Nearby Other Plans in North Carolina

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

North Carolina Outward Bound School 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants North Carolina Outward Bound School 403(b) Plan, Total assets ($B): 0.002560721 · Participants: 114North Carolina Outward Bound School 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
North Carolina Outward Bound School 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare North Carolina Outward Bound School 403(b) Plan side-by-side with 3 peers →

North Carolina Outward Bound School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is 403(b) Thrift Plan of Sos Children S Villages Illinois in IL ($3M); by covered participants it is St. Joseph's Catholic School Defined Contribution Plan in SC (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 North Carolina Outward Bound School 403(b) Plan assets move in 2023? ▼
North Carolina Outward Bound School 403(b) Plan grew sharply - up 19.8% during 2023, from $2M to $3M. Reported net income was $423K.
How have North Carolina Outward Bound School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Outward Bound School's sponsor-wide assets grew 23.7%, from $2M to $3M.
Which Other plans are similar in size to North Carolina Outward Bound School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Sos Children S Villages Illinois in IL ($3M, 138 participants).
Which Other plans cover a similar participant headcount to North Carolina Outward Bound School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Joseph's Catholic School Defined Contribution Plan in SC (114 participants, N/A 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 560857708.

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.