401(k) · DOL Form 5500 · 2023

The Roger Bacon Academy 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
330
Participants Below avg headcount
57th
Percentile by assets National rank
$27,848
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rba 401(k) Plan · Sponsored by The Roger Bacon Academy · North Carolina · Educational Services

$9M in assets, 330 participants

The Roger Bacon Academy's Rba 401(k) Plan reported $9M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,493 in Educational Services (3,735 peers)

Coverage in North Carolina

Rba 401(k) Plan covers 330 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#1,493
in Educational Services (3,735 peers)
+30.1%
assets growth YoY

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

Rba 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,189,992 Top 43% higher than 57% of 127,068 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 2023

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rba 401(k) Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rba 401(k) Plan reported net income rose from -$762K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rba 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Rba 401(k) Plan reported participants rose from 299 in the plan year 2022 filing to 330 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 562132157 · The Roger Bacon Academy PY 2023 · 401(k)

Rba 401(k) Plan · $9M · 330 · 57th

  • IND $9M
  • EOY 330
  • 5500 57th
  • ASSETS 401(k)
  • PCT near Case Systems Inc. Employee Deferred Compensation Plan
  • EIN ind #1493

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 →

Rba 401(k) Plan in the asset neighbourhood

Rba 401(k) Plan$9MCase Systems Inc. Employee Deferred Compensation PlanCase Systems Inc. Employee D…$9MMcneely Pigott & Fox Public Relations, LLC 401(k) Profit Sharing PlanMcneely Pigott & Fox Public …$9MSalelytics, LLC 401(k) Plan$9MEnvieta Retirement Savings PlanEnvieta Retirement Savings P…$9M
End-of-year total assets ($M) among Rba 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN562132157
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Roger Bacon Academy)

Sponsor-wide plan assets over time

All The Roger Bacon Academy plans reported in each filing year

Latest sponsor-wide plan assets
$11M 58.20381087442343% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.07M $11.2M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 299 $7M
2023 1 330 $9M
2024 1 325 $11M

Nearby 401(k) Plans in North Carolina

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

Rba 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Rba 401(k) Plan, Total assets ($B): 0.009189992 · Participants: 330Rba 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Rba 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Rba 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Case Systems Inc. Employee Deferred Compensation Plan in MI ($9M); by covered participants it is Hines Furlong Line 401(k) Plan in TN (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rba 401(k) Plan assets move in 2023? ▼
Rba 401(k) Plan surged - up 30.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have The Roger Bacon Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Roger Bacon Academy's sponsor-wide assets grew 58.2%, from $7M to $11M.
Which 401(k) plans are similar in size to Rba 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Case Systems Inc. Employee Deferred Compensation Plan in MI ($9M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Rba 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hines Furlong Line 401(k) Plan in TN (330 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562132157.

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.