401(k) · DOL Form 5500 · 2024

Engage2excel Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
302
Participants Below avg headcount
85th
Percentile by assets National rank
$171,122
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Engage2excel Inc. 401(k) Profit Sharing Plan · Sponsored by Engage2excel Inc. · North Carolina · Administrative & Support Services

$52M in assets, 302 participants

Engage2excel Inc.'s Engage2excel Inc. 401(k) Profit Sharing Plan reported $52M in total assets and 302 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,028 in Administrative & Support Services (4,368 peers)

Coverage in North Carolina

Engage2excel Inc. 401(k) Profit Sharing Plan covers 302 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $52M.

#4,028
in Administrative & Support Services (4,368 peers)
+14.4%
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 2024 · DOL Form 5500

$51,678,735 Top 15% higher than 85% 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

Engage2excel Inc. 401(k) Profit Sharing 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. Engage2excel Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Engage2excel Inc. 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Engage2excel Inc. 401(k) Profit Sharing Plan reported participants fell from 372 in the plan year 2023 filing to 302 in the plan year 2024 filing.
  • Engage2excel Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 561293970 · Engage2excel Inc. PY 2024 · 401(k)

Engage2excel Inc. 401(k) Profit Sharing Plan · $52M · 302 · 85th

  • EBSA $52M
  • EBSA 302
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Datacor, Inc. 401(k) Plan
  • EBSA ind #4028

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

Ovivo 401(k) Plan$52MEngage2excel Inc. 401(k) Profit Sharing PlanEngage2excel Inc. 401(k) Pro…$52MDatacor, Inc. 401(k) Plan$52MCarrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and TrustCarrington, Coleman, Sloman …$52MThe Retirement and Savings PlanThe Retirement and Savings P…$52M
End-of-year total assets ($M) among Engage2excel Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$52M
Net Income$6M
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 -20020406080 Total assets ($B) Participants Engage2excel Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.051678735 · Participants: 302Engage2excel Inc. 401(k) Profit Sharing 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
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 Datacor, Inc. 401(k) Plan in NJ ($52M); by covered participants it is Sunworks 401(k) Plan & Trust in DE (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Engage2excel Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Engage2excel Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2024, from $45M to $52M. Reported net income was $6M.
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 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Datacor, Inc. 401(k) Plan in NJ ($52M, 253 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 Sunworks 401(k) Plan & Trust in DE (302 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 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.