401(k) · DOL Form 5500 · 2023

Phase2 Technology, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
157
Participants Small participant base
71st
Percentile by assets National rank
$115,445
Avg per participant Below avg balance/head
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Official DOL plan name: Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Phase2 Technology, LLC · Virginia · Professional & Technical Services

$18M in assets, 157 participants

Phase2 Technology, LLC's Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust reported $18M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,295 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust covers 157 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $18M.

#14,295
in Professional & Technical Services (20,321 peers)
+34.6%
assets growth YoY

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$18,124,825 Top 29% higher than 71% 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

Phase2 Technology LLC 401(k) Profit Sharing Plan and 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. Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 139 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 542058155 · Phase2 Technology, LLC PY 2023 · 401(k)

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust · $18M · 157 · 71st

  • IND $18M
  • IND 157
  • IND 71st
  • IND 401(k)
  • IND near First Community Bank Profit Sharing Plan
  • IND ind #14295

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 →

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Studio Gang Architects, Ltd. Employees' Savings PlanStudio Gang Architects, Ltd.…$18MPhase2 Technology LLC 401(k) Profit Sharing Plan and TrustPhase2 Technology LLC 401(k)…$18MFirst Community Bank Profit Sharing PlanFirst Community Bank Profit …$18MStonebridge Hospitality Associates, LLC 401(k) PlanStonebridge Hospitality Asso…$18MSaticoy Lemon Association 401(k) / Profit Sharing PlanSaticoy Lemon Association 40…$18M
End-of-year total assets ($M) among Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN542058155
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phase2 Technology, LLC)

Sponsor-wide plan assets over time

All Phase2 Technology, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 56.782851999471916% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.5M $21.1M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 139 $13M
2023 1 157 $18M
2024 1 151 $21M

Nearby 401(k) Plans in Virginia

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

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.018124825 · Participants: 157Phase2 Technology LLC 401(k) Profit Sharing Plan and TrustNorthrop 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
Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is First Community Bank Profit Sharing Plan in AL ($18M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust surged - up 34.6% during 2023, from $13M to $18M. Reported net income was $5M.
How have Phase2 Technology, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phase2 Technology, LLC's sponsor-wide assets grew 56.8%, from $13M to $21M.
Which 401(k) plans are similar in size to Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is First Community Bank Profit Sharing Plan in AL ($18M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 542058155.

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.