401(k) · DOL Form 5500 · 2022

Engage2excel Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
397
Participants Below avg headcount
85th
Percentile by assets National rank
$92,829
Avg per participant Below avg balance/head
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Official DOL plan name: Engage2excel Inc. 401(k) Profit Sharing Plan · Sponsored by Engage2excel Inc. · North Carolina · Administrative & Support Services

$37M in assets, 397 participants

Engage2excel Inc.'s Engage2excel Inc. 401(k) Profit Sharing Plan reported $37M in total assets and 397 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,595 in Administrative & Support Services (4,927 peers)

Coverage in North Carolina

Engage2excel Inc. 401(k) Profit Sharing Plan covers 397 participants in North Carolina, about 48% of the average North Carolina filer (state average ~819 per filing). Assets: $37M.

#4,595
in Administrative & Support Services (4,927 peers)
-20.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Engage2excel Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Engage2excel Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,853,198 Top 15% higher than 85% 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

Engage2excel Inc. 401(k) Profit Sharing 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. Engage2excel Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (397 participants).

EBSA filing schedule strip

Filing strip 561293970 · Engage2excel Inc. PY 2022 · 401(k)

Engage2excel Inc. 401(k) Profit Sharing Plan · $37M · 397 · 85th

  • RANK $37M
  • RANK 397
  • RANK 85th
  • RANK 401(k)
  • RANK near Tobii Dynavox Retirement Savings Plan
  • RANK ind #4595

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Engage2excel Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Global Communities 401(k) Profit Sharing PlanGlobal Communities 401(k) Pr…$37MSentinel Peak Resources Management LLC 401(k) PlanSentinel Peak Resources Mana…$37MEngage2excel Inc. 401(k) Profit Sharing PlanEngage2excel Inc. 401(k) Pro…$37MTobii Dynavox Retirement Savings PlanTobii Dynavox Retirement Sav…$37MThe International Association of Lions Clubs 401(k) Savings PlanThe International Associatio…$37M
End-of-year total assets ($M) among Engage2excel Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$37M
Net Income-$9M
Employer EIN561293970
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engage2excel Inc.)

Sponsor-wide plan assets over time

All Engage2excel Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 40.22863090470466% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.9M $51.7M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 397 $37M
2023 1 372 $45M
2024 1 302 $52M

Nearby 401(k) Plans in North Carolina

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

Engage2excel Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Engage2excel Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.036853198 · Participants: 397Engage2excel Inc. 401(k) Profit Sharing 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
Engage2excel Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Engage2excel Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Engage2excel Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Tobii Dynavox Retirement Savings Plan in PA ($37M); by covered participants it is Choiceone Bank 401(k) Plan in MI (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Engage2excel Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Engage2excel Inc. 401(k) Profit Sharing Plan declined sharply - down 20.5% during 2022, from $46M to $37M. Reported net income was -$9M.
How have Engage2excel Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engage2excel Inc.'s sponsor-wide assets grew 40.2%, from $37M to $52M.
Where does Engage2excel Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Engage2excel Inc. 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Engage2excel Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tobii Dynavox Retirement Savings Plan in PA ($37M, 337 participants).
Which 401(k) plans cover a similar participant headcount to Engage2excel Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Choiceone Bank 401(k) Plan in MI (397 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561293970.

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.