401(k) · DOL Form 5500 · 2022

T2 Financial LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
580
Participants Below avg headcount
60th
Percentile by assets National rank
$13,849
Avg per participant Low balance/head
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Official DOL plan name: T2 Financial LLC 401(k) Profit Sharing Plan & Trust · Sponsored by T2 Financial LLC · Ohio · Finance & Insurance

$8M in assets, 580 participants

T2 Financial LLC's T2 Financial LLC 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 580 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #4,039 in Finance & Insurance (9,261 peers)

T2 Financial LLC multi-year trail

T2 Financial LLC's plans moved +95.1% in assets from 2022 to 2024; this filing shows T2 Financial LLC 401(k) Profit Sharing Plan & Trust at $8M / 580 participants.

#4,039
in Finance & Insurance (9,261 peers)
+18.2%
assets growth YoY

T2 Financial LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

T2 Financial LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,032,392 Top 40% higher than 60% 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

T2 Financial LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. T2 Financial LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (580 participants).

Published 5500 schedule card

Filing strip 823060879 · T2 Financial LLC PY 2022 · 401(k)

T2 Financial LLC 401(k) Profit Sharing Plan & Trust · $8M · 580 · 60th

  • BOOK $8M
  • VS-ST 580
  • BOY 60th
  • SCH 401(k)
  • EBSA near National Spinning Co., Inc. 401(k) Plan
  • PART ind #4039

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 Finance & Insurance retirement plans → · Plans in Ohio →

T2 Financial LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

T2 Financial LLC 401(k) Profit Sharing Plan & TrustT2 Financial LLC 401(k) Prof…$8MNational Spinning Co., Inc. 401(k) PlanNational Spinning Co., Inc. …$8MRjw Logistics, Inc. 401(k) PlanRjw Logistics, Inc. 401(k) P…$8MAci Parts Warehousing 401(k) Profit Sharing PlanAci Parts Warehousing 401(k)…$8MBehavioral Health Group Employee 401(k) PlanBehavioral Health Group Empl…$8M
End-of-year total assets ($M) among T2 Financial LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

T2 Financial LLC multi-year asset trail

Sponsor-wide plan assets over time

All T2 Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 95.09069029499557% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.03M $15.7M ▲ +95.1%
Year Plans Participants Total Assets
2022 1 580 $8M
2023 1 580 $11M
2024 1 727 $16M

T2 Financial LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN823060879
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

T2 Financial LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants T2 Financial LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008032392 · Participants: 580T2 Financial LLC 401(k) Profit Sharing Plan & TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
T2 Financial LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

T2 Financial LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is National Spinning Co., Inc. 401(k) Plan in NC ($8M); by covered participants it is The Motley Fool Holdings, Inc. 401(k) Plan in VA (580 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (580 participants); asset peers above are excluded.

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 T2 Financial LLC 401(k) Profit Sharing Plan & Trust assets move in 2022?
T2 Financial LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 18.2% during 2022, from $7M to $8M. Reported net income was $1M.
How have T2 Financial LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), T2 Financial LLC's sponsor-wide assets grew 95.1%, from $8M to $16M.
Which 401(k) plans are similar in size to T2 Financial LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is National Spinning Co., Inc. 401(k) Plan in NC ($8M, 308 participants).
Which 401(k) plans cover a similar participant headcount to T2 Financial LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is The Motley Fool Holdings, Inc. 401(k) Plan in VA (580 participants, $110M in assets).