401(k)
2024 plan-year 401(k) DOL Form 5500

Third Security, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Third Security, LLC · Virginia · Finance & Insurance

What the 2023 filing shows

Third Security, LLC 401(k) Plan holds $19M for 152 participants — about $122,026 per participant, up 4.0% over the 2024 plan year.

$19M
total plan assets (2024 EOY)
152
covered participants
$122,026
avg assets per participant
+4.0%
assets growth YoY
Total Assets (2023)
$19M
Participants
152
State
Industry
Finance & Insurance

What the Filing Says About Third Security, LLC 401(k) Plan

Third Security, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Third Security, LLC, headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 152 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 541923091, and the plan has been effective since 1998-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2024 to $19M at year-end — a gain of 4.0%. Net assets (after liabilities) closed the year at $19M, with reported net income of $710K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$710K
Plan Type401(k)
Employer EIN541923091
Plan Effective Date1998-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Third Security, LLC)

Year Plans Participants Total Assets
2022 1 64 $15M
2023 1 77 $18M
2024 1 152 $19M

Nearby 401(k) Plans in Virginia

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

Frequently Asked Questions

How much money is in the Third Security, LLC 401(k) Plan?
As of the 2024 Form 5500 filing, Third Security, LLC 401(k) Plan holds $19M in total assets with 152 participants. It is sponsored by Third Security, LLC.
What type of plan is Third Security, LLC 401(k) Plan?
Third Security, LLC 401(k) Plan is a 401(k) plan. It has been effective since 1998-12-31. The plan is filed with the U.S. Department of Labor under EIN 541923091.
Who sponsors the Third Security, LLC 401(k) Plan?
Third Security, LLC 401(k) Plan is sponsored by Third Security, LLC, located in Virginia. The sponsor's EIN is 541923091 and the plan operates in the Finance & Insurance industry.
How did Third Security, LLC 401(k) Plan perform in 2024?
Third Security, LLC 401(k) Plan grew by 4.0% during 2024, moving from $18M to $19M in total assets. Net income was $710K.
Where can I find official filings for Third Security, LLC 401(k) Plan?
Official Form 5500 filings for Third Security, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541923091 or plan name at efast.dol.gov.
How does Third Security, LLC 401(k) Plan compare to other plans?
You can compare Third Security, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 541923091.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.