401(k) · DOL Form 5500 · 2023

Thomas Jefferson Classical Academy 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
164
Participants Small participant base
59th
Percentile by assets National rank
$60,877
Avg per participant Low balance/head
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Official DOL plan name: Thomas Jefferson Classical Academy 401(k) Plan · Sponsored by Thomas Jefferson Classical Academy · North Carolina · Educational Services

$10M in assets, 164 participants

Thomas Jefferson Classical Academy's Thomas Jefferson Classical Academy 401(k) Plan reported $10M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,557 in Educational Services (3,735 peers)

Coverage in North Carolina

Thomas Jefferson Classical Academy 401(k) Plan covers 164 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#1,557
in Educational Services (3,735 peers)
+17.0%
assets growth YoY

Thomas Jefferson Classical Academy 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Thomas Jefferson Classical Academy 401(k) Plan vs every filed plan by assets

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

$9,983,792 Top 41% higher than 59% 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

Thomas Jefferson Classical 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. Thomas Jefferson Classical Academy 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thomas Jefferson Classical Academy 401(k) Plan reported net income rose from $864K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Thomas Jefferson Classical Academy 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Thomas Jefferson Classical Academy 401(k) Plan reported participants rose from 160 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 562123336 · Thomas Jefferson Classical Academy PY 2023 · 401(k)

Thomas Jefferson Classical Academy 401(k) Plan · $10M · 164 · 59th

  • VS-ST $10M
  • VS-ST 164
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near Stone Source 401(k) Profit Sharing Plan
  • VS-ST ind #1557

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 →

Thomas Jefferson Classical Academy 401(k) Plan in the asset neighbourhood

Rural Med 401(k) Plan$10MThomas Jefferson Classical Academy 401(k) PlanThomas Jefferson Classical A…$10MStone Source 401(k) Profit Sharing PlanStone Source 401(k) Profit S…$10MUnified Industries, Inc. 401(k) PlanUnified Industries, Inc. 401…$10MAutosplice, Inc. 401(k) Retirement PlanAutosplice, Inc. 401(k) Reti…$10M
End-of-year total assets ($M) among Thomas Jefferson Classical Academy 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)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN562123336
Plan Effective Date2011-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas Jefferson Classical Academy)

Sponsor-wide plan assets over time

All Thomas Jefferson Classical Academy plans reported in each filing year

Latest sponsor-wide plan assets
$11M 30.650872564221466% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.53M $11.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 160 $9M
2023 1 164 $10M
2024 1 160 $11M

Nearby 401(k) Plans in North Carolina

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

Thomas Jefferson Classical 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 ($B) Participants Thomas Jefferson Classical Academy 401(k) Plan, Total assets ($B): 0.009983792 · Participants: 164Thomas Jefferson Classical 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
Thomas Jefferson Classical Academy 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Thomas Jefferson Classical Academy 401(k) Plan side-by-side with 3 peers →

Thomas Jefferson Classical 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 Stone Source 401(k) Profit Sharing Plan in NY ($10M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Thomas Jefferson Classical Academy 401(k) Plan assets move in 2023? ▼
Thomas Jefferson Classical Academy 401(k) Plan grew sharply - up 17.0% during 2023, from $9M to $10M. Reported net income was $1M.
How have Thomas Jefferson Classical Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas Jefferson Classical Academy's sponsor-wide assets grew 30.7%, from $9M to $11M.
Which 401(k) plans are similar in size to Thomas Jefferson Classical Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stone Source 401(k) Profit Sharing Plan in NY ($10M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Thomas Jefferson Classical Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants, N/A 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 562123336.

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.