Other · DOL Form 5500 · 2024
Outward Bound Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $603,481
- Avg per participant High balance/head
Official DOL plan name: Outward Bound USA 403(b) DC Plan · Sponsored by Outward Bound Inc. · Colorado · Educational Services
$11M in assets, 18 participants
Outward Bound Inc.'s Outward Bound USA 403(b) DC Plan reported $11M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #1,472 in Educational Services (3,638 peers)
Outward Bound Inc. multi-year trail
Outward Bound Inc.'s plans moved +214.5% in assets from 2022 to 2024; this filing shows Outward Bound USA 403(b) DC Plan at $11M / 18 participants.
- #1,472
- in Educational Services (3,638 peers)
- +7.3%
- assets growth YoY
Outward Bound USA 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Outward Bound USA 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,862,652 Top 42% higher than 58% 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
Outward Bound USA 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Outward Bound USA 403(b) DC Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Outward Bound USA 403(b) DC Plan reported participants rose from 3 in the plan year 2023 filing to 18 in the plan year 2024 filing.
- Outward Bound USA 403(b) DC Plan reported net income fell from $850K in the plan year 2023 filing to $743K in the plan year 2024 filing.
- Outward Bound USA 403(b) DC Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042375956 · Outward Bound Inc. PY 2024 · Other
Outward Bound USA 403(b) DC Plan · $11M · 18 · 58th
- EIN $11M
- RANK 18
- PHOTO 58th
- IND Other
- EOY near St. Christopher's Inc. 403(b) Plan
- 5500 ind #1472
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 Colorado →
Outward Bound USA 403(b) DC Plan in the asset neighbourhood
Outward Bound Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Outward Bound Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 214.50076506940636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $10M |
| 2024 | 1 | 18 | $11M |
Outward Bound Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $743K |
| Employer EIN | 042375956 |
| Plan Effective Date | 1993-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.2B · 1,662
- Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
- University of Denver Retirement Plan $909M · 7,356
- Nrel 403(b) Employee Savings Plan $625M · 3,207
- Colorado College Retirement Benefit Plan $382M · 717
Outward Bound USA 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is St. Christopher's Inc. 403(b) Plan in NY ($11M); by covered participants it is International Center for Transitional Justice - 403 (B) Plan in NY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- St. Christopher's Inc. 403(b) Plan (NY) $11M · 221
- 403(b) Thrift Plan of Lenox Hill Neighborhood House (NY) $11M · 114
- Gpcfb 403(b) Retirement Plan (PA) $11M · 151
- Chattanooga Christian School 403(b) Plan (TN) $11M · 222
Similar participant headcount
Nearest other-state filings by covered participants (18 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.