Other · DOL Form 5500 · 2024
UNBOUND Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $167,620
- Avg per participant Above avg balance/head
Official DOL plan name: Unbound Retirement Plan · Sponsored by UNBOUND · Kansas · Other Services
$19M in assets, 112 participants
UNBOUND's Unbound Retirement Plan reported $19M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #6,392 in Other Services (7,719 peers)
Coverage in Kansas
Unbound Retirement Plan covers 112 participants in Kansas, about 31% of the average Kansas filer (state average ~360 per filing). Assets: $19M.
- #6,392
- in Other Services (7,719 peers)
- +0.1%
- assets growth YoY
Unbound Retirement Plan's outsized position by total assets
Unbound Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,773,465 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Unbound Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unbound Retirement Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Unbound Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $15K in the plan year 2024 filing.
- Unbound Retirement Plan reported participants fell from 148 in the plan year 2023 filing to 112 in the plan year 2024 filing.
DOL schedule card
Filing strip 431243999 · UNBOUND PY 2024 · Other
Unbound Retirement Plan · $19M · 112 · 69th
- 5500 $19M
- 5500 112
- 5500 69th
- 5500 Other
- 5500 near Coleman Professional Services Employees 403b Plan
- 5500 ind #6392
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 Other Services retirement plans → · Plans in Kansas →
Unbound Retirement Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $15K |
| Employer EIN | 431243999 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UNBOUND)
Sponsor-wide plan assets over time
All UNBOUND plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 24.381767103576642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $15M |
| 2023 | 1 | 148 | $19M |
| 2024 | 1 | 112 | $19M |
Nearby Other Plans in Kansas
Peer Other plans, same state, same plan type, ranked by total assets.
- Stormont-Vail Healthcare Employee 403(b) Plan $634M · 5,973
- Hays Medical Center Employee's Tax Deferred Annuity Plan $115M · 1,505
- Midwest Transplant Network, Inc. 403(b) Retirement Plan $51M · 236
- Ottawa University DC Plan $41M · 517
- Nachri Tax Deferred Annuity Plan $38M · 164
Unbound Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kansas, the nearest Other by assets is Coleman Professional Services Employees 403b Plan in OH ($19M); by covered participants it is Graduate Management Admission Council Retirement Plan in VA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Coleman Professional Services Employees 403b Plan (OH) $19M · 882
- Seabury Hall/College Preparatory School 403(b) DC Plan (HI) $19M · 156
- New England Interstate Water Pollution Control Commission 403(b) Tax Sheltered Annuity Plan (MA) $19M · 122
- Drew School Defined Contribution Retirement Plan (CA) $19M · 60
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.