401(k) · DOL Form 5500 · 2024

Unbounded Learning, Inc. 401(k) Plan

Compiled by PlainRetire Editorial , Retirement Plans Editorial Team

Data updated 2026-05-15

$8M
Total assets: 111
Participants: 52th
Percentile by assets: $76,281
Avg per participant

Sponsored by Unbounded Learning, Inc. · New York · Educational Services

What the 2024 filing shows

Unbounded Learning, Inc. 401(k) Plan holds $8M for 111 participants - about $76,281 per participant, above the median plan by assets, up 59.9% over the 2024 plan year.

$8M
total plan assets (2024 EOY): 111
covered participants: 52th
percentile by assets (of 116,472 plans): $76,281
avg assets per participant

State

New York

Industry

Educational Services

401(k) · DOL Form 5500 · 2024

What the Filing Says About Unbounded Learning, Inc. 401(k) Plan

Unbounded Learning, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Unbounded Learning, Inc., headquartered in New York. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 111 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 475223320, and the plan has been effective since 2016-05-17. Its filing status is currently FILING RECEIVED.

Year over year, total assets surged from $5M at the beginning of 2024 to $8M at year-end - up 59.9%. Net assets (after liabilities) closed the year at $8M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Unbounded Learning, Inc. 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)	$5M
Total Assets (End of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$3M
Plan Type	401(k)
Employer EIN	475223320
Plan Effective Date	2016-05-17
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Unbounded Learning, Inc. 401(k) Plan side-by-side with 3 peers →

Frequently Asked Questions

How much money is in the Unbounded Learning, Inc. 401(k) Plan? ▼

As of the 2024 Form 5500 filing, Unbounded Learning, Inc. 401(k) Plan holds $8M in total assets with 111 participants. It is sponsored by Unbounded Learning, Inc..

What type of plan is Unbounded Learning, Inc. 401(k) Plan? ▼

Unbounded Learning, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2016-05-17. The plan is filed with the U.S. Department of Labor under EIN 475223320.

Who sponsors the Unbounded Learning, Inc. 401(k) Plan? ▼

Unbounded Learning, Inc. 401(k) Plan is sponsored by Unbounded Learning, Inc., located in New York. The sponsor's EIN is 475223320 and the plan operates in the Educational Services industry.

How did Unbounded Learning, Inc. 401(k) Plan perform in 2024? ▼

Unbounded Learning, Inc. 401(k) Plan surged - up 59.9% during 2024, moving from $5M to $8M in total assets. Net income was $3M.

What this filing means

Ways to act on Unbounded Learning, Inc. 401(k) Plan's numbers.

By total assets, Unbounded Learning, Inc. 401(k) Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.