401(k) · DOL Form 5500 · 2022

M2 Strategy, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
51
Participants Small participant base
42nd
Percentile by assets National rank
$64,062
Avg per participant Low balance/head
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Official DOL plan name: M2 Strategy, Inc. 401(k) Plan · Sponsored by M2 Strategy, Inc. · Virginia · Professional & Technical Services

$3M in assets, 51 participants

M2 Strategy, Inc.'s M2 Strategy, Inc. 401(k) Plan reported $3M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,478 in Professional & Technical Services (21,562 peers)

M2 Strategy, Inc. multi-year trail

M2 Strategy, Inc.'s plans moved +84.8% in assets from 2022 to 2024; this filing shows M2 Strategy, Inc. 401(k) Plan at $3M / 51 participants.

#8,478
in Professional & Technical Services (21,562 peers)
-12.2%
assets change YoY

The plan reported a net loss of $455K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M2 Strategy, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

M2 Strategy, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,267,172 42nd percentile higher than 42% of 139,123 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 2022

M2 Strategy, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M2 Strategy, Inc. 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 542090768 · M2 Strategy, Inc. PY 2022 · 401(k)

M2 Strategy, Inc. 401(k) Plan · $3M · 51 · 42nd

  • RANK $3M
  • PHOTO 51
  • IND 42nd
  • EOY 401(k)
  • 5500 near Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan
  • ASSETS ind #8478

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 Professional & Technical Services retirement plans → · Plans in Virginia →

M2 Strategy, Inc. 401(k) Plan in the asset neighbourhood

M2 Strategy, Inc. 401(k) Plan$3MLukasiewicz & Bellavance, LLC 401(k) Profit Sharing PlanLukasiewicz & Bellavance, LL…$3MConvivial Brands Elc, Inc. Retirement PlanConvivial Brands Elc, Inc. R…$3MDavis Instruments Corporation Union 401(k) PlanDavis Instruments Corporatio…$3MTriad Logistics Services Corporation 401(k) PlanTriad Logistics Services Cor…$3M
End-of-year total assets ($M) among M2 Strategy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

M2 Strategy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M2 Strategy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 84.83437664132772% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $3.27M $6.04M ▲ +84.7%
Year Plans Participants Total Assets
2022 1 51 $3M
2023 1 77 $5M
2024 1 105 $6M

M2 Strategy, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$455K
Employer EIN542090768
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

M2 Strategy, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants M2 Strategy, Inc. 401(k) Plan, Total assets ($B): 0.003267172 · Participants: 51M2 Strategy, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
M2 Strategy, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare M2 Strategy, Inc. 401(k) Plan side-by-side with 3 peers →

M2 Strategy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan in MA ($3M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did M2 Strategy, Inc. 401(k) Plan assets move in 2022? ▼
M2 Strategy, Inc. 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $4M to $3M. Reported net income was -$455K.
How have M2 Strategy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M2 Strategy, Inc.'s sponsor-wide assets grew 84.8%, from $3M to $6M.
Which 401(k) plans are similar in size to M2 Strategy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan in MA ($3M, 21 participants).
Which 401(k) plans cover a similar participant headcount to M2 Strategy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 542090768.

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.