STATE ENGAGEMENT FUND
Plan context: STATE ENGAGEMENT FUND 401(K) PLAN
EIN 81-0865943 • Raleigh, NC • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$1,328,038
2025 Contributions
$327,296
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 20 | $1,328,038 | $327,296 | $16,365iApproximate average salary by contribution assumption: employee only about $409,120 at 4% or $272,747 at 6%; with 50% employer match about $272,747 at 4% or $181,831 at 6%; with 100% employer match about $204,560 at 4% or $136,373 at 6%. |
| STATE ENGAGEMENT FUND 401(K) PLAN | - | 20 | $1,328,038 | $327,296 | $16,365iApproximate average salary by contribution assumption: employee only about $409,120 at 4% or $272,747 at 6%; with 50% employer match about $272,747 at 4% or $181,831 at 6%; with 100% employer match about $204,560 at 4% or $136,373 at 6%. |
| 2024 | 1 | 21 | $877,176 | $380,151 | $18,102iApproximate average salary by contribution assumption: employee only about $452,561 at 4% or $301,707 at 6%; with 50% employer match about $301,707 at 4% or $201,138 at 6%; with 100% employer match about $226,280 at 4% or $150,854 at 6%. |
| STATE ENGAGEMENT FUND 401(K) PLAN | - | 21 | $877,176 | $380,151 | $18,102iApproximate average salary by contribution assumption: employee only about $452,561 at 4% or $301,707 at 6%; with 50% employer match about $301,707 at 4% or $201,138 at 6%; with 100% employer match about $226,280 at 4% or $150,854 at 6%. |
| 2023 | 1 | 16 | $463,677 | $259,489 | $16,218iApproximate average salary by contribution assumption: employee only about $405,452 at 4% or $270,301 at 6%; with 50% employer match about $270,301 at 4% or $180,201 at 6%; with 100% employer match about $202,726 at 4% or $135,151 at 6%. |
| STATE ENGAGEMENT FUND 401(K) PLAN | - | 16 | $463,677 | $259,489 | $16,218iApproximate average salary by contribution assumption: employee only about $405,452 at 4% or $270,301 at 6%; with 50% employer match about $270,301 at 4% or $180,201 at 6%; with 100% employer match about $202,726 at 4% or $135,151 at 6%. |
| 2022 | 1 | 9 | $163,848 | $172,744 | $19,194iApproximate average salary by contribution assumption: employee only about $479,844 at 4% or $319,896 at 6%; with 50% employer match about $319,896 at 4% or $213,264 at 6%; with 100% employer match about $239,922 at 4% or $159,948 at 6%. |
| STATE ENGAGEMENT FUND 401(K) PLAN | - | 9 | $163,848 | $172,744 | $19,194iApproximate average salary by contribution assumption: employee only about $479,844 at 4% or $319,896 at 6%; with 50% employer match about $319,896 at 4% or $213,264 at 6%; with 100% employer match about $239,922 at 4% or $159,948 at 6%. |