401(k) · DOL Form 5500 · 2024

The Roger Bacon Academy 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
325
Participants Below avg headcount
58th
Percentile by assets National rank
$34,394
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

$11M in assets, 325 participants

The Roger Bacon Academy's Rba 401(k) Plan reported $11M in total assets and 325 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,497 in Educational Services (3,638 peers)

Coverage in North Carolina

Rba 401(k) Plan covers 325 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#1,497
in Educational Services (3,638 peers)
+21.6%
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 2024 · DOL Form 5500

$11,178,001 Top 42% higher than 58% of 123,620 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 2024

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

Plan-year 2024 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 (325 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rba 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Rba 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rba 401(k) Plan reported participants fell from 330 in the plan year 2023 filing to 325 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 562132157 · The Roger Bacon Academy PY 2024 · 401(k)

Rba 401(k) Plan · $11M · 325 · 58th

  • VS-ST $11M
  • BOY 325
  • SCH 58th
  • EBSA 401(k)
  • PART near The Mcclone Agency, Inc. Savings and Retirement Plan
  • TYPE ind #1497

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$11MThe Mcclone Agency, Inc. Savings and Retirement PlanThe Mcclone Agency, Inc. Sav…$11MCrowley Automotive Group 401(k) PlanCrowley Automotive Group 401…$11MClaremont Companies, LLC 401(k) Retirement PlanClaremont Companies, LLC 401…$11ME.R. Wagner Manufacturing Company, Inc. Retirement Savings PlanE.R. Wagner Manufacturing Co…$11M
End-of-year total assets ($M) among Rba 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
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 -20020406080 Total assets ($B) Participants Rba 401(k) Plan, Total assets ($B): 0.011178001 · Participants: 325Rba 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) 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 The Mcclone Agency, Inc. Savings and Retirement Plan in WI ($11M); by covered participants it is Falconwood, Inc. 401(k) Profit in VA (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Rba 401(k) Plan grew sharply - up 21.6% during 2024, from $9M to $11M. 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 The Mcclone Agency, Inc. Savings and Retirement Plan in WI ($11M, 109 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 Falconwood, Inc. 401(k) Profit in VA (325 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.