401(k) · DOL Form 5500 · 2022

Classical Conversations, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
214
Participants Below avg headcount
43rd
Percentile by assets National rank
$16,358
Avg per participant Low balance/head
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Official DOL plan name: Cc Engage 401(k) Plan · Sponsored by Classical Conversations, Inc. · North Carolina · Educational Services

$4M in assets, 214 participants

Classical Conversations, Inc.'s Cc Engage 401(k) Plan reported $4M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,213 in Educational Services (4,024 peers)

Coverage in North Carolina

Cc Engage 401(k) Plan covers 214 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#1,213
in Educational Services (4,024 peers)
+5.4%
assets growth YoY

Cc Engage 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Cc Engage 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,500,596 43rd percentile higher than 43% of 139,123 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 2022

Cc Engage 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cc Engage 401(k) Plan sits mid-pack in the medium band (214 participants).

DOL schedule card

Filing strip 460515016 · Classical Conversations, Inc. PY 2022 · 401(k)

Cc Engage 401(k) Plan · $4M · 214 · 43rd

  • BOOK $4M
  • VS-ST 214
  • BOY 43rd
  • SCH 401(k)
  • EBSA near Ais 401(k) Plan
  • PART ind #1213

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 →

Cc Engage 401(k) Plan in the asset neighbourhood

Cc Engage 401(k) Plan$4MAis 401(k) Plan$4MAnchor Insulation 401(k) Plan$4MDiversified Restaurant Systems, Inc. 401(k) Profit Sharing PlanDiversified Restaurant Syste…$4MNolij Consulting 401(k) Plan$4M
End-of-year total assets ($M) among Cc Engage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$180K
Employer EIN460515016
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Classical Conversations, Inc.)

Sponsor-wide plan assets over time

All Classical Conversations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 93.52281725740417% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.5M $6.77M ▲ +93.4%
Year Plans Participants Total Assets
2022 1 214 $4M
2023 1 234 $5M
2024 1 231 $7M

Nearby 401(k) Plans in North Carolina

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

Cc Engage 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Cc Engage 401(k) Plan, Total assets ($B): 0.003500596 · Participants: 214Cc Engage 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Cc Engage 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Cc Engage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ais 401(k) Plan in TX ($4M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cc Engage 401(k) Plan assets move in 2022?
Cc Engage 401(k) Plan grew at a solid clip - up 5.4% during 2022, from $3M to $4M. Reported net income was $180K.
How have Classical Conversations, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Classical Conversations, Inc.'s sponsor-wide assets grew 93.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Cc Engage 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ais 401(k) Plan in TX ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Cc Engage 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Phoenix Processor Retirement Savings Plan in WA (214 participants, $9M in assets).