Other · DOL Form 5500 · 2024

North Carolina Outward Bound School Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
64
Participants Small participant base
32nd
Percentile by assets National rank
$41,300
Avg per participant Low balance/head
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Official DOL plan name: North Carolina Outward Bound School 403(b) Plan · Sponsored by North Carolina Outward Bound School · North Carolina · Educational Services

$3M in assets, 64 participants

North Carolina Outward Bound School's North Carolina Outward Bound School 403(b) Plan reported $3M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #736 in Educational Services (3,638 peers)

North Carolina Outward Bound School multi-year trail

North Carolina Outward Bound School's plans moved +23.7% in assets from 2022 to 2024; this filing shows North Carolina Outward Bound School 403(b) Plan at $3M / 64 participants.

#736
in Educational Services (3,638 peers)
+3.2%
assets growth YoY

North Carolina Outward Bound School 403(b) Plan among the smaller filed plans by assets

North Carolina Outward Bound School 403(b) Plan vs every filed plan by assets

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

$2,643,218 32nd percentile higher than 32% 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

North Carolina Outward Bound School 403(b) 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. North Carolina Outward Bound School 403(b) Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Carolina Outward Bound School 403(b) Plan reported net income fell from $423K in the plan year 2023 filing to $82K in the plan year 2024 filing.
  • North Carolina Outward Bound School 403(b) Plan reported participants fell from 114 in the plan year 2023 filing to 64 in the plan year 2024 filing.
  • North Carolina Outward Bound School 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 560857708 · North Carolina Outward Bound School PY 2024 · Other

North Carolina Outward Bound School 403(b) Plan · $3M · 64 · 32nd

  • NET $3M
  • BOOK 64
  • VS-ST 32nd
  • BOY Other
  • SCH near Community Living and Learning, Inc. Tax Sheltered Annuity Plan
  • EBSA ind #736

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 North Carolina →

North Carolina Outward Bound School 403(b) Plan in the asset neighbourhood

The Wayside House, Inc. Tax-Deferred Annuity PlanThe Wayside House, Inc. Tax-…$3MNew Castle County Head Start, Inc. 403(b) PlanNew Castle County Head Start…$3MNorth Carolina Outward Bound School 403(b) PlanNorth Carolina Outward Bound…$3MCommunity Living and Learning, Inc. Tax Sheltered Annuity PlanCommunity Living and Learnin…$3MResurrection Christian School 403(b) PlanResurrection Christian Schoo…$3M
End-of-year total assets ($M) among North Carolina Outward Bound School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina Outward Bound School multi-year asset trail

Sponsor-wide plan assets over time

All North Carolina Outward Bound School plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.66354500060119% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.14M $2.64M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 117 $2M
2023 1 114 $3M
2024 1 64 $3M

North Carolina Outward Bound School filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$82K
Employer EIN560857708
Plan Effective Date2000-03-12
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

North Carolina Outward Bound School 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants North Carolina Outward Bound School 403(b) Plan, Total assets ($B): 0.002643218 · Participants: 64North Carolina Outward Bound School 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
North Carolina Outward Bound School 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare North Carolina Outward Bound School 403(b) Plan side-by-side with 3 peers →

North Carolina Outward Bound School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA ($3M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 North Carolina Outward Bound School 403(b) Plan assets move in 2024? ▼
North Carolina Outward Bound School 403(b) Plan edged up modestly - up 3.2% during 2024, from $3M to $3M. Reported net income was $82K.
How have North Carolina Outward Bound School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Outward Bound School's sponsor-wide assets grew 23.7%, from $2M to $3M.
Which Other plans are similar in size to North Carolina Outward Bound School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA ($3M, 122 participants).
Which Other plans cover a similar participant headcount to North Carolina Outward Bound School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Grid Alternatives, Inc. 403(b) Plan in CA (64 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 560857708.

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.