401(k) · DOL Form 5500 · 2024

T2 Financial LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
727
Participants Near avg headcount
65th
Percentile by assets National rank
$21,555
Avg per participant Low balance/head
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Official DOL plan name: T2 Financial LLC 401(k) Profit Sharing Plan & Trust · Sponsored by T2 Financial LLC · Ohio · Finance & Insurance

$16M in assets, 727 participants

T2 Financial LLC's T2 Financial LLC 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 727 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,224 in Finance & Insurance (8,549 peers)

T2 Financial LLC multi-year trail

T2 Financial LLC's plans moved +95.1% in assets from 2022 to 2024; this filing shows T2 Financial LLC 401(k) Profit Sharing Plan & Trust at $16M / 727 participants.

#4,224
in Finance & Insurance (8,549 peers)
+36.6%
assets growth YoY

T2 Financial LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

T2 Financial LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,670,449 Top 35% higher than 65% 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

T2 Financial LLC 401(k) Profit Sharing Plan & Trust 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. T2 Financial LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (727 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • T2 Financial LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • T2 Financial LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 580 in the plan year 2023 filing to 727 in the plan year 2024 filing.
  • T2 Financial LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 823060879 · T2 Financial LLC PY 2024 · 401(k)

T2 Financial LLC 401(k) Profit Sharing Plan & Trust · $16M · 727 · 65th

  • EIN $16M
  • RANK 727
  • PHOTO 65th
  • IND 401(k)
  • EOY near Worldvu Development LLC 401(k) Savings Plan
  • 5500 ind #4224

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 Finance & Insurance retirement plans → · Plans in Ohio →

T2 Financial LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

T2 Financial LLC 401(k) Profit Sharing Plan & TrustT2 Financial LLC 401(k) Prof…$16MWorldvu Development LLC 401(k) Savings PlanWorldvu Development LLC 401(…$16MMidwest Wheel Companies, Inc. 401(k) Profit Sharing PlanMidwest Wheel Companies, Inc…$16MWaterstone Bank Ssb 401(k) PlanWaterstone Bank Ssb 401(k) P…$16MAll Metals Processing Holdings, LLC 401(k) PlanAll Metals Processing Holdin…$16M
End-of-year total assets ($M) among T2 Financial LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

T2 Financial LLC multi-year asset trail

Sponsor-wide plan assets over time

All T2 Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 95.09069029499557% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.03M $15.7M ▲ +95.1%
Year Plans Participants Total Assets
2022 1 580 $8M
2023 1 580 $11M
2024 1 727 $16M

T2 Financial LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN823060879
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

T2 Financial LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants T2 Financial LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.015670449 · Participants: 727T2 Financial LLC 401(k) Profit Sharing Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
T2 Financial LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare T2 Financial LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

T2 Financial LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Worldvu Development LLC 401(k) Savings Plan in VA ($16M); by covered participants it is Prevailing Multiple Employer Plan in SC (727 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (727 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 T2 Financial LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
T2 Financial LLC 401(k) Profit Sharing Plan & Trust surged - up 36.6% during 2024, from $11M to $16M. Reported net income was $4M.
How have T2 Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T2 Financial LLC's sponsor-wide assets grew 95.1%, from $8M to $16M.
Which 401(k) plans are similar in size to T2 Financial LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Worldvu Development LLC 401(k) Savings Plan in VA ($16M, 128 participants).
Which 401(k) plans cover a similar participant headcount to T2 Financial LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in SC (727 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 823060879.

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.