401(k) · DOL Form 5500 · 2024

M2 Strategy, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
105
Participants Small participant base
45th
Percentile by assets National rank
$57,513
Avg per participant Low 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

$6M in assets, 105 participants

M2 Strategy, Inc.'s M2 Strategy, Inc. 401(k) Plan reported $6M in total assets and 105 participants in its 2024 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.

  • #8,754 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

M2 Strategy, Inc. 401(k) Plan covers 105 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $6M.

#8,754
in Professional & Technical Services (20,173 peers)
+14.3%
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 2024 · DOL Form 5500

$6,038,857 45th percentile higher than 45% of 123,620 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 2024

M2 Strategy, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M2 Strategy, Inc. 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • M2 Strategy, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $756K in the plan year 2024 filing.
  • M2 Strategy, Inc. 401(k) Plan reported participants rose from 77 in the plan year 2023 filing to 105 in the plan year 2024 filing.
  • M2 Strategy, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 542090768 · M2 Strategy, Inc. PY 2024 · 401(k)

M2 Strategy, Inc. 401(k) Plan · $6M · 105 · 45th

  • VS-ST $6M
  • BOY 105
  • SCH 45th
  • EBSA 401(k)
  • PART near Pegasus Maritime Inc 401(k) Profit Sharing Plan & Trust
  • TYPE ind #8754

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$6MPegasus Maritime Inc 401(k) Profit Sharing Plan & TrustPegasus Maritime Inc 401(k) …$6MPivotal Housing Partners LLC 401(k) Retirement Savings PlanPivotal Housing Partners LLC…$6MBova Food Distributors, Inc. 401(k) Profit Sharing PlanBova Food Distributors, Inc.…$6MUpchurch Management Co. Inc. Employee Saving TrustUpchurch Management Co. Inc.…$6M
End-of-year total assets ($M) among M2 Strategy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$756K
Employer EIN542090768
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M2 Strategy, Inc.)

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

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 -1001020304050 Total assets ($B) Participants M2 Strategy, Inc. 401(k) Plan, Total assets ($B): 0.006038857 · Participants: 105M2 Strategy, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement 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 Pegasus Maritime Inc 401(k) Profit Sharing Plan & Trust in NY ($6M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
M2 Strategy, Inc. 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $5M to $6M. Reported net income was $756K.
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 Pegasus Maritime Inc 401(k) Profit Sharing Plan & Trust in NY ($6M, 100 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 Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.