401(k) · DOL Form 5500 · 2024
Phase 2 Company 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $88,374
- Avg per participant Below avg balance/head
Official DOL plan name: Phase 2 Company 401(k) Plan · Sponsored by Phase 2 Company · Colorado · Construction
$10M in assets, 111 participants
Phase 2 Company's Phase 2 Company 401(k) Plan reported $10M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #4,858 in Construction (9,039 peers)
Coverage in Colorado
Phase 2 Company 401(k) Plan covers 111 participants in Colorado, about 30% of the average Colorado filer (state average ~376 per filing). Assets: $10M.
- #4,858
- in Construction (9,039 peers)
- -7.9%
- assets change YoY
The plan reported a net loss of $839K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$9,809,477 Top 45% higher than 55% 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
Phase 2 Company 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. Phase 2 Company 401(k) Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phase 2 Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$839K in the plan year 2024 filing.
- Phase 2 Company 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Phase 2 Company 401(k) Plan reported participants fell from 119 in the plan year 2023 filing to 111 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 840641881 · Phase 2 Company PY 2024 · 401(k)
Phase 2 Company 401(k) Plan · $10M · 111 · 55th
- PART $10M
- PART 111
- PART 55th
- PART 401(k)
- PART near B & R Supermarket, Inc. 401(k) Profit Sharing Plan and Trust
- PART ind #4858
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
Colorado filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$839K |
| Employer EIN | 840641881 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING 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
| 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.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
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 B & R Supermarket, Inc. 401(k) Profit Sharing Plan and Trust in FL ($10M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 111 · 0 off
- Freedom Homecare Inc 401(k) Profit Sharing Plan & Trust (IL) 111 · 0 off
- Boettcher-Hlavinka 401(k) Plan (TX) 111 · 0 off
- Architectural Glass & Metal 401(k) Plan (IN) 111 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.