Other · DOL Form 5500 · 2024

Ascend Learning, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
719
Participants Below avg headcount
64th
Percentile by assets National rank
$20,819
Avg per participant Low balance/head
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Official DOL plan name: Ascend Learning, Inc. 403(b) Plan · Sponsored by Ascend Learning, Inc. · New York · Educational Services

$15M in assets, 719 participants

Ascend Learning, Inc.'s Ascend Learning, Inc. 403(b) Plan reported $15M in total assets and 719 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,713 in Educational Services (3,638 peers)

Ascend Learning, Inc. multi-year trail

Ascend Learning, Inc.'s plans moved +11.4% in assets from 2022 to 2024; this filing shows Ascend Learning, Inc. 403(b) Plan at $15M / 719 participants.

#1,713
in Educational Services (3,638 peers)
+3.4%
assets growth YoY

Ascend Learning, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Ascend Learning, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,969,189 Top 36% higher than 64% of 123,620 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 2024

Ascend Learning, Inc. 403(b) 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. Ascend Learning, Inc. 403(b) Plan sits mid-pack in the medium band (719 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ascend Learning, Inc. 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $486K in the plan year 2024 filing.
  • Ascend Learning, Inc. 403(b) Plan reported participants fell from 830 in the plan year 2023 filing to 719 in the plan year 2024 filing.
  • Ascend Learning, Inc. 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 331200239 · Ascend Learning, Inc. PY 2024 · Other

Ascend Learning, Inc. 403(b) Plan · $15M · 719 · 64th

  • ASSETS $15M
  • PCT 719
  • EIN 64th
  • RANK Other
  • PHOTO near Combe Products Employees Savings Plan
  • IND ind #1713

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 New York →

Ascend Learning, Inc. 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat403(b) Thrift Plan of Family…$15MDonorconnect 403(b) Retirement PlanDonorconnect 403(b) Retireme…$15MEvergreen Goodwill of Northwest Washington 403(b) PlanEvergreen Goodwill of Northw…$15MAscend Learning, Inc. 403(b) PlanAscend Learning, Inc. 403(b)…$15MCombe Products Employees Savings PlanCombe Products Employees Sav…$15M
End-of-year total assets ($M) among Ascend Learning, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ascend Learning, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ascend Learning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 11.40602768288361% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $13.4M $15M ▲ +11.4%
Year Plans Participants Total Assets
2022 1 783 $13M
2023 8 4,728 $54M
2024 1 719 $15M

Ascend Learning, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$486K
Employer EIN331200239
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Ascend Learning, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ascend Learning, Inc. 403(b) Plan, Total assets ($B): 0.014969189 · Participants: 719Ascend Learning, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Ascend Learning, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Ascend Learning, Inc. 403(b) Plan side-by-side with 3 peers →

Ascend Learning, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Combe Products Employees Savings Plan in PR ($15M); by covered participants it is Lawndale Christian Health Center 403(b) Plan in IL (719 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (719 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.

Frequently Asked Questions

How did Ascend Learning, Inc. 403(b) Plan assets move in 2024? ▼
Ascend Learning, Inc. 403(b) Plan edged up modestly - up 3.4% during 2024, from $14M to $15M. Reported net income was $486K.
How have Ascend Learning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascend Learning, Inc.'s sponsor-wide assets grew 11.4%, from $13M to $15M.
Which Other plans are similar in size to Ascend Learning, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Combe Products Employees Savings Plan in PR ($15M, 112 participants).
Which Other plans cover a similar participant headcount to Ascend Learning, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawndale Christian Health Center 403(b) Plan in IL (719 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 331200239.

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.