401(k) · DOL Form 5500 · 2024

Triad Math & Science Academy Company 401(k) Plan

Data updated 2026-08-11

$9M
Total assets
426
Participants
54th
Percentile by assets
$21,558
Avg per participant
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Official DOL plan name: Triad Math & Science Academy 401(k) Plan · Sponsored by Triad Math & Science Academy Company · North Carolina · Educational Services

$9M in assets, 426 participants

Triad Math & Science Academy Company's Triad Math & Science Academy 401(k) Plan reported $9M in total assets and 426 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • 54th percentile by assets (of 123,622 plans)
  • #1,341 in Educational Services (3,638 peers)

Triad Math & Science Academy Company multi-year trail

Triad Math & Science Academy Company's plans moved +91.6% in assets from 2022 to 2024; this filing shows Triad Math & Science Academy 401(k) Plan at $9M / 426 participants.

$9M
total plan assets (2024 EOY)
426
covered participants
54th
percentile by assets (of 123,622 plans)
$21,558
avg assets per participant

Where Triad Math & Science Academy 401(k) Plan sits by total assets

Triad Math & Science Academy 401(k) Plan vs every filed plan by assets

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

$9,183,537 Top 46% higher than 54% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Triad Math & Science Academy 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Triad Math & Science Academy 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Triad Math & Science Academy Company across 3 plan years on file

Across the 3 plan years Triad Math & Science Academy Company has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $9M, a gain of 91.6%, while reported participants moved from 248 to 426 (+71.8%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($5M).

Triad Math & Science Academy Company multi-year asset trail

$4M$6M$8M$10M 202220232024 $4.79M $9.18M ▲ +91.6%
Total plan assets by year, all Triad Math & Science Academy Company plans on file
Year Plans Participants Total Assets
2022 1 248 $5M
2023 1 423 $7M
2024 1 426 $9M

Triad Math & Science Academy Company filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN208471670
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Triad Math & Science 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 ($B) Participants Triad Math & Science…, Total assets ($B): 0.009183537 · Participants: 426Triad Math & Science…The Bank of America …, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retireme…Nucor Corporation Pr…, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Pr…Truist Financial Cor…, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Cor…
Triad Math & Science Academy 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Triad Math & Science Academy 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Triad Math & Science Academy 401(k) Plan assets move in 2024?
Triad Math & Science Academy 401(k) Plan surged - up 38.1% during 2024, from $7M to $9M. Reported net income was $3M.
How have Triad Math & Science Academy Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Triad Math & Science Academy Company's sponsor-wide assets grew 91.6%, from $5M to $9M.
Which 401(k) plans are similar in size to Triad Math & Science Academy 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Plantation Auto Employee 401(k) Plan in FL ($9M, 172 participants).

Next read for Triad Math & Science Academy 401(k) Plan

Multi-year trail

Ways to act on Triad Math & Science Academy 401(k) Plan's numbers.