401(k) · DOL Form 5500 · 2022

Squaretrade, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
584
Participants Below avg headcount
87th
Percentile by assets National rank
$75,126
Avg per participant Below avg balance/head
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Official DOL plan name: Squaretrade, Inc. 401(k) Plan · Sponsored by Squaretrade, Inc. · California · Finance & Insurance

$44M in assets, 584 participants

Squaretrade, Inc.'s Squaretrade, Inc. 401(k) Plan reported $44M in total assets and 584 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,305 in Finance & Insurance (9,261 peers)

Where Squaretrade, Inc. 401(k) Plan sits by assets

Squaretrade, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 584 participants (~$75,126/participant), down 0.5% in 2022.

#7,305
in Finance & Insurance (9,261 peers)
-0.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $213K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Squaretrade, Inc. 401(k) Plan's outsized position by total assets

Squaretrade, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$43,873,596 Top 13% higher than 87% of 139,123 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 2022

Squaretrade, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Squaretrade, Inc. 401(k) Plan sits mid-pack in the medium band (584 participants).

DOL schedule card

Filing strip 943340669 · Squaretrade, Inc. PY 2022 · 401(k)

Squaretrade, Inc. 401(k) Plan · $44M · 584 · 87th

  • BOY $44M
  • SCH 584
  • EBSA 87th
  • PART 401(k)
  • TYPE near King Street Capital Management, L.P. 401(k) Plan
  • NET ind #7305

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 California →

Squaretrade, Inc. 401(k) Plan in the asset neighbourhood

Challenger School 401(k) Retirement PlanChallenger School 401(k) Ret…$44MEcho Group, Inc. 401(k) Profit Sharing PlanEcho Group, Inc. 401(k) Prof…$44MSirsidynix 401(k) Profit Sharing PlanSirsidynix 401(k) Profit Sha…$44MSquaretrade, Inc. 401(k) Plan$44MKing Street Capital Management, L.P. 401(k) PlanKing Street Capital Manageme…$44M
End-of-year total assets ($M) among Squaretrade, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$44M
Net Income-$213K
Employer EIN943340669
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Squaretrade, Inc.)

Sponsor-wide plan assets over time

All Squaretrade, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $43.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 584 $44M
2023 1 620 $59M
2024 1 569 N/A

Nearby 401(k) Plans in California

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

Squaretrade, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Squaretrade, Inc. 401(k) Plan, Total assets ($B): 0.043873596 · Participants: 584Squaretrade, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Squaretrade, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Squaretrade, Inc. 401(k) Plan side-by-side with 3 peers →

Squaretrade, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is King Street Capital Management, L.P. 401(k) Plan in NY ($44M); by covered participants it is Summit Packaging Systems 401(k) Plan in NH (584 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (584 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Squaretrade, Inc. 401(k) Plan assets move in 2022? ▼
Squaretrade, Inc. 401(k) Plan held essentially flat - down 0.5% during 2022, from $44M to $44M. Reported net income was -$213K.
Where does Squaretrade, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Squaretrade, Inc. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Squaretrade, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is King Street Capital Management, L.P. 401(k) Plan in NY ($44M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Squaretrade, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Summit Packaging Systems 401(k) Plan in NH (584 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943340669.

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.