401(k) · DOL Form 5500 · 2023

Phase 2 Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
119
Participants Small participant base
60th
Percentile by assets National rank
$89,486
Avg per participant Below avg balance/head
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Official DOL plan name: Phase 2 Company 401(k) Plan · Sponsored by Phase 2 Company · Colorado · Construction

$11M in assets, 119 participants

Phase 2 Company's Phase 2 Company 401(k) Plan reported $11M in total assets and 119 participants in its 2023 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.

  • #5,268 in Construction (9,030 peers)

Coverage in Colorado

Phase 2 Company 401(k) Plan covers 119 participants in Colorado, about 32% of the average Colorado filer (state average ~376 per filing). Assets: $11M.

#5,268
in Construction (9,030 peers)
+17.1%
assets growth YoY

Phase 2 Company 401(k) Plan's mid-pack asset rank among Construction and all filers

Phase 2 Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,648,892 Top 40% higher than 60% 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

Phase 2 Company 401(k) Plan 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. Phase 2 Company 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phase 2 Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phase 2 Company 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Phase 2 Company 401(k) Plan reported participants fell from 121 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840641881 · Phase 2 Company PY 2023 · 401(k)

Phase 2 Company 401(k) Plan · $11M · 119 · 60th

  • ASSETS $11M
  • PCT 119
  • EIN 60th
  • RANK 401(k)
  • PHOTO near Talentburst, Inc. 401(k) Plan
  • IND ind #5268

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 Construction retirement plans → · Plans in Colorado →

Phase 2 Company 401(k) Plan in the asset neighbourhood

Phase 2 Company 401(k) Plan$11MTalentburst, Inc. 401(k) Plan$11MMccarl's Retirement Savings PlanMccarl's Retirement Savings …$11MTexar Federal Credit Union 401(k) Plan and TrustTexar Federal Credit Union 4…$11MBrightinsight, Inc. Retirement Savings PlanBrightinsight, Inc. Retireme…$11M
End-of-year total assets ($M) among Phase 2 Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN840641881
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phase 2 Company)

Sponsor-wide plan assets over time

All Phase 2 Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 7.850186015757742% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $9.1M $9.81M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 121 $9M
2023 1 119 $11M
2024 1 111 $10M

Nearby 401(k) Plans in Colorado

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

Phase 2 Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Phase 2 Company 401(k) Plan, Total assets ($B): 0.010648892 · Participants: 119Phase 2 Company 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Phase 2 Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Phase 2 Company 401(k) Plan side-by-side with 3 peers →

Phase 2 Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Talentburst, Inc. 401(k) Plan in MA ($11M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 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 (119 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 Phase 2 Company 401(k) Plan assets move in 2023? ▼
Phase 2 Company 401(k) Plan grew sharply - up 17.1% during 2023, from $9M to $11M. Reported net income was $2M.
How have Phase 2 Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phase 2 Company's sponsor-wide assets grew 7.9%, from $9M to $10M.
Which 401(k) plans are similar in size to Phase 2 Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Talentburst, Inc. 401(k) Plan in MA ($11M, 1,496 participants).
Which 401(k) plans cover a similar participant headcount to Phase 2 Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 840641881.

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.