401(k) · DOL Form 5500 · 2022

Phone2action, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
100
Participants Small participant base
37th
Percentile by assets National rank
$24,426
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Phone2action, Inc. 401(k) Plan · Sponsored by Phone2action, Inc. · District of Columbia · Professional & Technical Services

$2M in assets, 100 participants

Phone2action, Inc.'s Phone2action, Inc. 401(k) Plan reported $2M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,277 in Professional & Technical Services (21,562 peers)

Coverage in District of Columbia

Phone2action, Inc. 401(k) Plan covers 100 participants in District of Columbia, about 7% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $2M.

#7,277
in Professional & Technical Services (21,562 peers)
+26.6%
assets growth YoY

Phone2action, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phone2action, Inc. 401(k) Plan vs every filed plan by assets

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

$2,442,579 37th percentile higher than 37% 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

Phone2action, 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. Phone2action, Inc. 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 461004639 · Phone2action, Inc. PY 2022 · 401(k)

Phone2action, Inc. 401(k) Plan · $2M · 100 · 37th

  • NET $2M
  • NET 100
  • NET 37th
  • NET 401(k)
  • NET near Family Pharmacy, Inc. Retirement Plan
  • NET ind #7277

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 District of Columbia →

Phone2action, Inc. 401(k) Plan in the asset neighbourhood

Phone2action, Inc. 401(k) PlanPhone2action, Inc. 401(k) Pl…$2MFamily Pharmacy, Inc. Retirement PlanFamily Pharmacy, Inc. Retire…$2MPlexium, Inc. 401(k) Plan$2MCrp Management Group, Inc. 401(k) P/S PlanCrp Management Group, Inc. 4…$2MHumboldt Radiology Medical Group Inc Profit Sharing/401(k) PlanHumboldt Radiology Medical G…$2M
End-of-year total assets ($M) among Phone2action, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$518K
Employer EIN461004639
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Phone2action, Inc. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Phone2action, Inc. 401(k) Plan, Total assets ($B): 0.002442579 · Participants: 100Phone2action, Inc. 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Phone2action, Inc. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Phone2action, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Family Pharmacy, Inc. Retirement Plan in MA ($2M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Phone2action, Inc. 401(k) Plan assets move in 2022?
Phone2action, Inc. 401(k) Plan grew sharply - up 26.6% during 2022, from $2M to $2M. Reported net income was $518K.
Which 401(k) plans are similar in size to Phone2action, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Family Pharmacy, Inc. Retirement Plan in MA ($2M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Phone2action, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in AZ (100 participants, $223K in assets).