401(k) · DOL Form 5500 · 2022

Block, Inc. 401(k) Plan

Data updated 2026-08-25

$575M
Total assets Above avg plan size
7,210
Participants Very large workforce
98th
Percentile by assets National rank
$79,704
Avg per participant Below avg balance/head
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Official DOL plan name: Block 401(k) Plan · Sponsored by Block, Inc. · California · Professional & Technical Services

$575M in assets, 7,210 participants

Block, Inc.'s Block 401(k) Plan reported $575M in total assets and 7,210 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #21,300 in Professional & Technical Services (21,562 peers)

Coverage in California

Block 401(k) Plan covers 7,210 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $575M.

#21,300
in Professional & Technical Services (21,562 peers)
+17.2%
assets growth YoY
5.8×
vs typical plan assets (national mean)

Block 401(k) Plan's outsized position by total assets

Block 401(k) Plan vs every filed plan by assets

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

$574,667,931 Top 2% higher than 98% 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

Block 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Block 401(k) Plan lands in the large band (7,210 participants).

Published 5500 schedule card

Filing strip 800429876 · Block, Inc. PY 2022 · 401(k)

Block 401(k) Plan · $575M · 7,210 · 98th

  • BOOK $575M
  • VS-ST 7,210
  • BOY 98th
  • SCH 401(k)
  • EBSA near Envoy Air Inc. 401(k) Plan
  • PART ind #21300

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 California →

Block 401(k) Plan in the asset neighbourhood

Wintrust Financial Corp. Retirement Savings PlanWintrust Financial Corp. Ret…$575MBlock 401(k) Plan$575MEnvoy Air Inc. 401(k) Plan$575MAvient Retirement Savings PlanAvient Retirement Savings Pl…$574MIcon Clinical Research, LLC 401(k) PlanIcon Clinical Research, LLC …$574M
End-of-year total assets ($M) among Block 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$490M
Net Assets (End of Year)$575M
Net Income$84M
Employer EIN800429876
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Block, Inc.)

Sponsor-wide plan assets over time

All Block, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 114.9347420258257% vs 2022
2024 filing year
$0.5B$1B$1.5B 202220232024 $0.57B $1.24B ▲ +117.5%
Year Plans Participants Total Assets
2022 1 7,210 $575M
2023 1 9,358 $924M
2024 1 9,841 $1.2B

Nearby 401(k) Plans in California

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

Block 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants Block 401(k) Plan, Total assets ($B): 0.574667931 · Participants: 7210Block 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
Block 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Block 401(k) Plan side-by-side with 3 peers →

Scale composition for Block 401(k) Plan

Block 401(k) Plan reports $575M in end-of-year assets across 7,210 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $79,704 per participant (58% of the national average assets-per-participant) . Net income for plan year 2022 was $84M.

This plan identity (EIN 800429876, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $575M to $1.2B (+114.9%) while covered participants moved from 7,210 to 9,841 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,210 $575M This page
2023 9,358 $924M Open filing
2024 · index core 9,841 $1.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Block 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Envoy Air Inc. 401(k) Plan in TX ($575M); by covered participants it is Broadridge Financial Solutions, Inc. Retirement Savings Plan in NJ (7,209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($575M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,210 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 Block 401(k) Plan assets move in 2022? ▼
Block 401(k) Plan grew sharply - up 17.2% during 2022, from $490M to $575M. Reported net income was $84M.
How have Block, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Block, Inc.'s sponsor-wide assets grew 114.9%, from $575M to $1.2B.
Where does Block 401(k) Plan rank by assets among Form 5500 filers? ▼
Block 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Block 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Envoy Air Inc. 401(k) Plan in TX ($575M, 20,906 participants).
Which 401(k) plans cover a similar participant headcount to Block 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadridge Financial Solutions, Inc. Retirement Savings Plan in NJ (7,209 participants, $1.4B 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 800429876.

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.