401(k) · DOL Form 5500 · 2024

Unbounded Learning, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
111
Participants Small participant base
52nd
Percentile by assets National rank
$76,281
Avg per participant Below avg balance/head
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Official DOL plan name: Unbounded Learning, Inc. 401(k) Plan · Sponsored by Unbounded Learning, Inc. · New York · Educational Services

$8M in assets, 111 participants

Unbounded Learning, Inc.'s Unbounded Learning, Inc. 401(k) Plan reported $8M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,286 in Educational Services (3,638 peers)

Coverage in New York

Unbounded Learning, Inc. 401(k) Plan covers 111 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $8M.

#1,286
in Educational Services (3,638 peers)
+59.9%
assets growth YoY

Unbounded Learning, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Unbounded Learning, Inc. 401(k) Plan vs every filed plan by assets

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

$8,467,229 Top 48% higher than 52% 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

Unbounded Learning, Inc. 401(k) 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. Unbounded Learning, Inc. 401(k) Plan sits mid-pack in the medium band (111 participants).

Plan-year Form 5500 strip

Filing strip 475223320 · Unbounded Learning, Inc. PY 2024 · 401(k)

Unbounded Learning, Inc. 401(k) Plan · $8M · 111 · 52nd

  • PHOTO $8M
  • PHOTO 111
  • PHOTO 52nd
  • PHOTO 401(k)
  • PHOTO near Railway Supply Group Profit Sharing/401(k) Plan
  • PHOTO ind #1286

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 →

Unbounded Learning, Inc. 401(k) Plan in the asset neighbourhood

Unbounded Learning, Inc. 401(k) PlanUnbounded Learning, Inc. 401…$8MRailway Supply Group Profit Sharing/401(k) PlanRailway Supply Group Profit …$8MGoodrich, LLC Retirement Plan$8MIlluminations Inc 401(k) Profit Sharing Plan & TrustIlluminations Inc 401(k) Pro…$8MDiabetic Care Rx LLC Dba Patient Care America 401(k) Profit SharingDiabetic Care Rx LLC Dba Pat…$8M
End-of-year total assets ($M) among Unbounded Learning, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN475223320
Plan Effective Date2016-05-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Unbounded Learning, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Unbounded Learning, Inc. 401(k) Plan, Total assets ($B): 0.008467229 · Participants: 111Unbounded Learning, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Unbounded Learning, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Unbounded Learning, Inc. 401(k) Plan side-by-side with 3 peers →

Unbounded Learning, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Railway Supply Group Profit Sharing/401(k) Plan in IL ($8M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Unbounded Learning, Inc. 401(k) Plan assets move in 2024? ▼
Unbounded Learning, Inc. 401(k) Plan surged - up 59.9% during 2024, from $5M to $8M. Reported net income was $3M.
Which 401(k) plans are similar in size to Unbounded Learning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Railway Supply Group Profit Sharing/401(k) Plan in IL ($8M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Unbounded Learning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M 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 475223320.

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.