401(k) · DOL Form 5500 · 2023

Triad Math & Science Academy Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
423
Participants Below avg headcount
50th
Percentile by assets National rank
$15,720
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Triad Math & Science Academy 401(k) Plan · Sponsored by Triad Math & Science Academy Company · North Carolina · Educational Services

$7M in assets, 423 participants

Triad Math & Science Academy Company's Triad Math & Science Academy 401(k) Plan reported $7M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,279 in Educational Services (3,735 peers)

Triad Math & Science Academy Company multi-year trail

Triad Math & Science Academy Company's plans moved +91.6% in assets from 2022 to 2024; this filing shows Triad Math & Science Academy 401(k) Plan at $7M / 423 participants.

#1,279
in Educational Services (3,735 peers)
+38.7%
assets growth YoY

Triad Math & Science Academy 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Triad Math & Science Academy 401(k) Plan vs every filed plan by assets

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

$6,649,764 Top 50% higher than 50% 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

Triad Math & Science Academy 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. Triad Math & Science Academy 401(k) Plan sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Triad Math & Science Academy 401(k) Plan reported participants rose from 248 in the plan year 2022 filing to 423 in the plan year 2023 filing.
  • Triad Math & Science Academy 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Triad Math & Science Academy 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208471670 · Triad Math & Science Academy Company PY 2023 · 401(k)

Triad Math & Science Academy 401(k) Plan · $7M · 423 · 50th

  • BOY $7M
  • SCH 423
  • EBSA 50th
  • PART 401(k)
  • TYPE near Tpc 401(k) Retirement Plan
  • NET ind #1279

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 →

Triad Math & Science Academy 401(k) Plan in the asset neighbourhood

Triad Math & Science Academy 401(k) PlanTriad Math & Science Academy…$7MTpc 401(k) Retirement Plan$7MGlasswerks La Inc, Avalon Glass & Mirror and Northwestern Industries Arizona, Inc. 401(k) Plan & TrustGlasswerks La Inc, Avalon Gl…$7MFairfield Processing Corporation 401(k) PlanFairfield Processing Corpora…$7M401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates401(k) Plan for Umwa Represe…$7M
End-of-year total assets ($M) among Triad Math & Science Academy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Triad Math & Science Academy Company multi-year asset trail

Sponsor-wide plan assets over time

All Triad Math & Science Academy Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 91.58999759665936% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.79M $9.18M ▲ +91.6%
Year Plans Participants Total Assets
2022 1 248 $5M
2023 1 423 $7M
2024 1 426 $9M

Triad Math & Science Academy Company filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN208471670
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Triad Math & Science Academy 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Triad Math & Science Academy 401(k) Plan, Total assets ($B): 0.006649764 · Participants: 423Triad Math & Science Academy 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
Triad Math & Science Academy 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Triad Math & Science Academy 401(k) Plan side-by-side with 3 peers →

Triad Math & Science Academy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Tpc 401(k) Retirement Plan in TN ($7M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Triad Math & Science Academy 401(k) Plan assets move in 2023? ▼
Triad Math & Science Academy 401(k) Plan surged - up 38.7% during 2023, from $5M to $7M. Reported net income was $2M.
How have Triad Math & Science Academy Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triad Math & Science Academy Company's sponsor-wide assets grew 91.6%, from $5M to $9M.
Which 401(k) plans are similar in size to Triad Math & Science Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tpc 401(k) Retirement Plan in TN ($7M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Triad Math & Science Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameri-National Corporation 401(k) Plan in MO (423 participants, $54M 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 208471670.

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.