401(k) · DOL Form 5500 · 2024

Second Phase Consulting Inc 401(k) Plan

Data updated 2026-08-25

$152K
Total assets Small plan by assets: N/A
Participants Small participant base: 9th
Percentile by assets National rank

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Official DOL plan name: Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Second Phase Consulting Inc · Texas · Professional & Technical Services

$152K in assets, N/A participants

Second Phase Consulting Inc's Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust reported $152K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

#1,428 in Professional & Technical Services (20,173 peers)

Second Phase Consulting Inc multi-year trail

Second Phase Consulting Inc's plans moved +31.6% in assets from 2022 to 2024; this filing shows Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust at $152K / N/A participants.

#1,428
in Professional & Technical Services (20,173 peers): +12.3%
assets growth YoY

Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$152,480 9th percentile higher than 9% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $20K in the plan year 2023 filing to $17K in the plan year 2024 filing.
Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $136K in the plan year 2023 filing to $152K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 833313089 · Second Phase Consulting Inc PY 2024 · 401(k)

Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust · $152K · N/A · 9th

PHOTO $152K
IND N/A
EOY 9th
5500 401(k)
ASSETS near Classic Drive -Ins Inc 401(k) Profit Sharing Plan & Trust
PCT ind #1428

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 Texas →

End-of-year total assets ($M) among Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Second Phase Consulting Inc multi-year asset trail

Latest sponsor-wide plan assets: $152K 31.595753862086823% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$116K
2023	1	N/A	$136K
2024	1	N/A	$152K

Second Phase Consulting Inc filing trail (2024)

Total Assets (Beginning of Year)	$136K
Net Assets (End of Year)	$152K
Net Income	$17K
Employer EIN	833313089
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust's closest out-of-state 401(k) peers by assets

Outside Texas, the nearest 401(k) by end-of-year assets is Classic Drive -Ins Inc 401(k) Profit Sharing Plan & Trust in OK at $152K (this filing: $152K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($152K here).

Classic Drive -Ins Inc 401(k) Profit Sharing Plan & Trust (OK) $152K · 2
Sure Compass Inc. 401(k) Profit Sharing Plan (MO) $153K · 1
Coconut Logistics LLC 401(k) Plan (NY) $152K · 89
Scott Farkas Incorporated Retirement Plan (NJ) $153K · 2

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 Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 12.3% during 2024, from $136K to $152K. Reported net income was $17K.

How have Second Phase Consulting Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Second Phase Consulting Inc's sponsor-wide assets grew 31.6%, from $116K to $152K.

Where does Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Second Phase Consulting Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Classic Drive -Ins Inc 401(k) Profit Sharing Plan & Trust in OK ($152K, 2 participants).

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 833313089.