401(k) · DOL Form 5500 · 2023

Engage2excel Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
372
Participants Below avg headcount
84th
Percentile by assets National rank
$121,459
Avg per participant Near 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

$45M in assets, 372 participants

Engage2excel Inc.'s Engage2excel Inc. 401(k) Profit Sharing Plan reported $45M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,035 in Administrative & Support Services (4,372 peers)

Coverage in North Carolina

Engage2excel Inc. 401(k) Profit Sharing Plan covers 372 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $45M.

#4,035
in Administrative & Support Services (4,372 peers)
+22.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$45,182,883 Top 16% higher than 84% 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

Engage2excel Inc. 401(k) Profit Sharing 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. Engage2excel Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Engage2excel Inc. 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Engage2excel Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Engage2excel Inc. 401(k) Profit Sharing Plan reported participants fell from 397 in the plan year 2022 filing to 372 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561293970 · Engage2excel Inc. PY 2023 · 401(k)

Engage2excel Inc. 401(k) Profit Sharing Plan · $45M · 372 · 84th

  • PCT $45M
  • PCT 372
  • PCT 84th
  • PCT 401(k)
  • PCT near C. D. Smith Construction, Inc. Profit Sharing Plan
  • PCT ind #4035

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

Fencing Supply Group 401(k) PlanFencing Supply Group 401(k) …$45MEngage2excel Inc. 401(k) Profit Sharing PlanEngage2excel Inc. 401(k) Pro…$45MC. D. Smith Construction, Inc. Profit Sharing PlanC. D. Smith Construction, In…$45MModern Industries, Inc. 401(k) Retirement Savings PlanModern Industries, Inc. 401(…$45MAthens Orthopedic Clinic, P.a. 401(k) Profit Sharing PlanAthens Orthopedic Clinic, P.…$45M
End-of-year total assets ($M) among Engage2excel Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$45M
Net Income$8M
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. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Engage2excel Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.045182883 · Participants: 372Engage2excel Inc. 401(k) Profit Sharing 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
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 C. D. Smith Construction, Inc. Profit Sharing Plan in WI ($45M); by covered participants it is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Engage2excel Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Engage2excel Inc. 401(k) Profit Sharing Plan grew sharply - up 22.6% during 2023, from $37M to $45M. Reported net income was $8M.
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 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 C. D. Smith Construction, Inc. Profit Sharing Plan in WI ($45M, 139 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 Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants, $11M 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 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.