Success Academy Charter Schools 401(k) Plan: Login, Facts & Contact Information
Success Academy Charter Schools 401(k) Login
2,841 former Success Academy Charter Schools employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Success Academy Charter Schools 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Mar 27, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $13.8 million went into the plan in contributions, $3.69 million of it from the employer (27%).
- $15.2 million was paid out to participants.
- Investment and other income added $17.0 million.
- Administrative expenses were $221,693, about $39 per account.
How the Success Academy Charter Schools 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 3,516 | $65.5 million | $4.44 million | $4.73 million |
| 2020 | 4,996 | $96.2 million | $4.74 million | $8.29 million |
| 2021 | 4,368 | $82.8 million | $4.79 million | $11.3 million |
| 2022 | 4,689 | $99.6 million | $5.39 million | $10.0 million |
| 2023 | 5,106 | $119.5 million | $5.38 million | $12.8 million |
| 2024 | 5,425 | $134.8 million | $3.69 million | $15.2 million |
Success Academy Charter Schools 401(k) Contact Information
Questions about the Success Academy Charter Schools 401(k)
Does Success Academy Charter Schools contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $3.69 million in employer contributions for plan year 2024.
Does the Success Academy Charter Schools 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Success Academy Charter Schools 401(k) plan?
5,425 participants at the start of plan year 2024, 3,205 of them active employees, and 2,841 former employees who still had money in the plan.
What is the average 401(k) balance at Success Academy Charter Schools?
About $23,577 per account: $134.8 million in plan assets across 5,716 accounts with a balance at the end of plan year 2024.
Who manages the Success Academy Charter Schools 401(k) accounts?
Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Success Academy Charter Schools. How do I access my 401(k)?
Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.