401(k) · DOL Form 5500 · 2023

M2 Strategy, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
77
Participants Small participant base
45th
Percentile by assets National rank
$68,602
Avg per participant Below avg 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

$5M in assets, 77 participants

M2 Strategy, Inc.'s M2 Strategy, Inc. 401(k) Plan reported $5M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,801 in Professional & Technical Services (20,321 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 $5M / 77 participants.

#8,801
in Professional & Technical Services (20,321 peers)
+61.7%
assets growth YoY

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 2023 · DOL Form 5500

$5,282,359 45th percentile higher than 45% of 127,068 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 2023

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

Plan-year 2023 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 (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M2 Strategy, Inc. 401(k) Plan reported net income rose from -$455K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • M2 Strategy, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • M2 Strategy, Inc. 401(k) Plan reported participants rose from 51 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 542090768 · M2 Strategy, Inc. PY 2023 · 401(k)

M2 Strategy, Inc. 401(k) Plan · $5M · 77 · 45th

  • SCH $5M
  • EBSA 77
  • PART 45th
  • TYPE 401(k)
  • NET near Rcs Corporation 401(k) Retirement Plan
  • BOOK ind #8801

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$5MRcs Corporation 401(k) Retirement PlanRcs Corporation 401(k) Retir…$5MDetroit Thermal Systems, LLC Hourly 401(k) PlanDetroit Thermal Systems, LLC…$5MRuss' Restaurants Savings and Retirement PlanRuss' Restaurants Savings an…$5MDayton Toyota 401(k) Plan$5M
End-of-year total assets ($M) among M2 Strategy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
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. -50000050000100000150000 -10010203040 Total assets ($B) Participants M2 Strategy, Inc. 401(k) Plan, Total assets ($B): 0.005282359 · Participants: 77M2 Strategy, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae 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 Rcs Corporation 401(k) Retirement Plan in NC ($5M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
M2 Strategy, Inc. 401(k) Plan surged - up 61.7% during 2023, from $3M to $5M. Reported net income was $2M.
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 Rcs Corporation 401(k) Retirement Plan in NC ($5M, 134 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 Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.