401(k) · DOL Form 5500 · 2024

Phase2 Technology, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
151
Participants Small participant base
71st
Percentile by assets National rank
$139,833
Avg per participant Near avg balance/head
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Official DOL plan name: Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Phase2 Technology, LLC · Virginia · Professional & Technical Services

$21M in assets, 151 participants

Phase2 Technology, LLC's Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust reported $21M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,250 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust covers 151 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $21M.

#14,250
in Professional & Technical Services (20,173 peers)
+16.5%
assets growth YoY

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$21,114,740 Top 29% higher than 71% 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

Phase2 Technology LLC 401(k) Profit Sharing Plan and 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. Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 157 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 542058155 · Phase2 Technology, LLC PY 2024 · 401(k)

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust · $21M · 151 · 71st

  • PHOTO $21M
  • PHOTO 151
  • PHOTO 71st
  • PHOTO 401(k)
  • PHOTO near Brox Industries, Inc. 401(k) Retirement Plan
  • PHOTO ind #14250

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 →

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Brox Industries, Inc. 401(k) Retirement PlanBrox Industries, Inc. 401(k)…$21MThe Hourly 401(k) Savings PlanThe Hourly 401(k) Savings Pl…$21MPhase2 Technology LLC 401(k) Profit Sharing Plan and TrustPhase2 Technology LLC 401(k)…$21MHarrington Raceway, Inc. Dba Harrington Raceway & Casino 401(k) Retirement PlanHarrington Raceway, Inc. Dba…$21MLili'uokalani Trust 401(k) PlanLili'uokalani Trust 401(k) P…$21M
End-of-year total assets ($M) among Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN542058155
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phase2 Technology, LLC)

Sponsor-wide plan assets over time

All Phase2 Technology, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 56.782851999471916% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.5M $21.1M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 139 $13M
2023 1 157 $18M
2024 1 151 $21M

Nearby 401(k) Plans in Virginia

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

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.02111474 · Participants: 151Phase2 Technology LLC 401(k) Profit Sharing Plan and TrustNorthrop 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
Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Brox Industries, Inc. 401(k) Retirement Plan in MA ($21M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 16.5% during 2024, from $18M to $21M. Reported net income was $3M.
How have Phase2 Technology, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phase2 Technology, LLC's sponsor-wide assets grew 56.8%, from $13M to $21M.
Which 401(k) plans are similar in size to Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Brox Industries, Inc. 401(k) Retirement Plan in MA ($21M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Phase2 Technology LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 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 542058155.

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.