401(k) · DOL Form 5500 · 2023
T2 Financial LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 580
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $19,774
- Avg per participant Low balance/head
Official DOL plan name: T2 Financial LLC 401(k) Profit Sharing Plan & Trust · Sponsored by T2 Financial LLC · Ohio · Finance & Insurance
$11M in assets, 580 participants
T2 Financial LLC's T2 Financial LLC 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 580 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #4,103 in Finance & Insurance (8,869 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 $11M / 580 participants.
- #4,103
- in Finance & Insurance (8,869 peers)
- +42.8%
- 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 2023 · DOL Form 5500
$11,469,050 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
T2 Financial LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 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).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- T2 Financial LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- T2 Financial LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 823060879 · T2 Financial LLC PY 2023 · 401(k)
T2 Financial LLC 401(k) Profit Sharing Plan & Trust · $11M · 580 · 62nd
- IND $11M
- IND 580
- IND 62nd
- IND 401(k)
- IND near Texan Title Holdings, LLC 401(k) Profit Sharing Plan
- IND ind #4103
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 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 580 | $8M |
| 2023 | 1 | 580 | $11M |
| 2024 | 1 | 727 | $16M |
T2 Financial LLC filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 823060879 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
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 Texan Title Holdings, LLC 401(k) Profit Sharing Plan in TX ($11M); by covered participants it is Iem 401(k) Plan in CA (580 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (580 participants); asset peers above are excluded.
- Iem 401(k) Plan (CA) 580 · 0 off
- Randall-Reilly, LLC 401(k) Profit Sharing Plan (AL) 580 · 0 off
- National Federation of Independent Business Retirement Savings Plan (TN) 580 · 0 off
- Doxim 401(k) Plan (IN) 580 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.