401(k) · DOL Form 5500 · 2024
Triad Math & Science Academy Company 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 426
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $21,558
- Avg per participant Low balance/head
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.
- #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.
- #1,341
- in Educational Services (3,638 peers)
- +38.1%
- assets growth YoY
Triad Math & Science Academy 401(k) Plan's mid-pack asset rank among Educational Services and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Triad Math & Science 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. Triad Math & Science Academy 401(k) Plan sits mid-pack in the medium band (426 participants).
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.
DOL schedule card
Filing strip 208471670 · Triad Math & Science Academy Company PY 2024 · 401(k)
Triad Math & Science Academy 401(k) Plan · $9M · 426 · 54th
- EBSA $9M
- PART 426
- TYPE 54th
- NET 401(k)
- BOOK near Plantation Auto Employee 401(k) Plan
- VS-ST ind #1341
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 →
Triad Math & Science Academy 401(k) Plan in the asset neighbourhood
Triad Math & Science Academy Company multi-year asset trail
Sponsor-wide plan assets over time
All Triad Math & Science Academy Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 91.58999759665936% vs 2022
- 2024 filing year
| 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 EIN | 208471670 |
| Plan Effective Date | 2015-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Triad Math & Science 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 Plantation Auto Employee 401(k) Plan in FL ($9M); by covered participants it is Recreation Centers of Sun City West Retirement Plan in AZ (426 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Plantation Auto Employee 401(k) Plan (FL) $9M · 172
- Pure Wafer, Inc. 401(k) Plan (AZ) $9M · 215
- Healthmine 401(k) Plan (TX) $9M · 105
- Dynamic Campus Solutions Inc 401(k) Plan (TX) $9M · 228
Similar participant headcount
Nearest other-state filings by covered participants (426 participants); asset peers above are excluded.
- Recreation Centers of Sun City West Retirement Plan (AZ) 426 · 0 off
- Highlights Family of Companies Retirement Plan (OH) 426 · 0 off
- Horizon Hobby Retirement Plan (IL) 426 · 0 off
- Smartstop Storage Advisors 401(k) Plan (CA) 426 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.