401(k) · DOL Form 5500 · 2024

North Carolina Learns, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
157
Participants Small participant base
37th
Percentile by assets National rank
$23,038
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North Carolina Virtual Academy 401(k) Plan · Sponsored by North Carolina Learns, Inc. · North Carolina · Educational Services

$4M in assets, 157 participants

North Carolina Learns, Inc.'s North Carolina Virtual Academy 401(k) Plan reported $4M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #846 in Educational Services (3,638 peers)

Coverage in North Carolina

North Carolina Virtual Academy 401(k) Plan covers 157 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#846
in Educational Services (3,638 peers)
+24.2%
assets growth YoY

North Carolina Virtual Academy 401(k) Plan's mid-pack asset rank among Educational Services and all filers

North Carolina Virtual Academy 401(k) Plan vs every filed plan by assets

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

$3,616,903 37th percentile higher than 37% 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

North Carolina Virtual Academy 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. North Carolina Virtual Academy 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Carolina Virtual Academy 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • North Carolina Virtual Academy 401(k) Plan reported net income fell from $854K in the plan year 2023 filing to $704K in the plan year 2024 filing.
  • North Carolina Virtual Academy 401(k) Plan reported participants fell from 164 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 474549510 · North Carolina Learns, Inc. PY 2024 · 401(k)

North Carolina Virtual Academy 401(k) Plan · $4M · 157 · 37th

  • PART $4M
  • PART 157
  • PART 37th
  • PART 401(k)
  • PART near Bbb of Chicago and Northern Illinois Employee Savings and Retirement Plan
  • PART ind #846

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 →

North Carolina Virtual Academy 401(k) Plan in the asset neighbourhood

North Carolina Virtual Academy 401(k) PlanNorth Carolina Virtual Acade…$4MBbb of Chicago and Northern Illinois Employee Savings and Retirement PlanBbb of Chicago and Northern …$4MComprehensive Pain Management, LLC 401(k) Safe Harbor X-Tested Profit Sharing PlanComprehensive Pain Managemen…$4MHenry a. Sheinkopf Communications, Ltd. Profit Sharing PlanHenry a. Sheinkopf Communica…$4MFred J. Miller, Inc. 401(k) PlanFred J. Miller, Inc. 401(k) …$4M
End-of-year total assets ($M) among North Carolina Virtual Academy 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)$3M
Net Assets (End of Year)$4M
Net Income$704K
Employer EIN474549510
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Carolina Learns, Inc.)

Sponsor-wide plan assets over time

All North Carolina Learns, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 75.73461175553722% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.06M $3.62M ▲ +75.7%
Year Plans Participants Total Assets
2022 1 168 $2M
2023 1 164 $3M
2024 1 157 $4M

Nearby 401(k) Plans in North Carolina

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

North Carolina Virtual Academy 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants North Carolina Virtual Academy 401(k) Plan, Total assets ($B): 0.003616903 · Participants: 157North Carolina Virtual Academy 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
North Carolina Virtual Academy 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare North Carolina Virtual Academy 401(k) Plan side-by-side with 3 peers →

North Carolina Virtual 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 Bbb of Chicago and Northern Illinois Employee Savings and Retirement Plan in IL ($4M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 North Carolina Virtual Academy 401(k) Plan assets move in 2024? ▼
North Carolina Virtual Academy 401(k) Plan grew sharply - up 24.2% during 2024, from $3M to $4M. Reported net income was $704K.
How have North Carolina Learns, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Carolina Learns, Inc.'s sponsor-wide assets grew 75.7%, from $2M to $4M.
Which 401(k) plans are similar in size to North Carolina Virtual Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bbb of Chicago and Northern Illinois Employee Savings and Retirement Plan in IL ($4M, 61 participants).
Which 401(k) plans cover a similar participant headcount to North Carolina Virtual Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 474549510.

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.