401(k) · DOL Form 5500 · 2024

Classical Conversations, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
231
Participants Below avg headcount
48th
Percentile by assets National rank
$29,327
Avg per participant Low balance/head
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Official DOL plan name: Cc Engage 401(k) Plan · Sponsored by Classical Conversations, Inc. · North Carolina · Educational Services

$7M in assets, 231 participants

Classical Conversations, Inc.'s Cc Engage 401(k) Plan reported $7M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,146 in Educational Services (3,638 peers)

Coverage in North Carolina

Cc Engage 401(k) Plan covers 231 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#1,146
in Educational Services (3,638 peers)
+49.0%
assets growth YoY

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

Cc Engage 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,774,452 48th percentile higher than 48% 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

Cc Engage 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. Cc Engage 401(k) Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cc Engage 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cc Engage 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Cc Engage 401(k) Plan reported participants fell from 234 in the plan year 2023 filing to 231 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 460515016 · Classical Conversations, Inc. PY 2024 · 401(k)

Cc Engage 401(k) Plan · $7M · 231 · 48th

  • EIN $7M
  • EIN 231
  • EIN 48th
  • EIN 401(k)
  • EIN near Lugano Diamonds and Jewelry, Inc. 401(k) Plan
  • EIN ind #1146

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 →

Cc Engage 401(k) Plan in the asset neighbourhood

Cc Engage 401(k) Plan$7MLugano Diamonds and Jewelry, Inc. 401(k) PlanLugano Diamonds and Jewelry,…$7MSpaced Out, Inc. 401(k) Plan$7MEmployee Benefit Plan of Whole Family Health Center, Inc.Employee Benefit Plan of Who…$7MPracticepanther 401(k) Plan$7M
End-of-year total assets ($M) among Cc Engage 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)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN460515016
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Classical Conversations, Inc.)

Sponsor-wide plan assets over time

All Classical Conversations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 93.52281725740417% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.5M $6.77M ▲ +93.4%
Year Plans Participants Total Assets
2022 1 214 $4M
2023 1 234 $5M
2024 1 231 $7M

Nearby 401(k) Plans in North Carolina

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

Cc Engage 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Cc Engage 401(k) Plan, Total assets ($B): 0.006774452 · Participants: 231Cc Engage 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
Cc Engage 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cc Engage 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Lugano Diamonds and Jewelry, Inc. 401(k) Plan in CA ($7M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Cc Engage 401(k) Plan assets move in 2024? ▼
Cc Engage 401(k) Plan surged - up 49.0% during 2024, from $5M to $7M. Reported net income was $2M.
How have Classical Conversations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Classical Conversations, Inc.'s sponsor-wide assets grew 93.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Cc Engage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lugano Diamonds and Jewelry, Inc. 401(k) Plan in CA ($7M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Cc Engage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitek College Utah, LLC 401(k) Plan in CA (231 participants, N/A 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 460515016.

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.