401(k) · DOL Form 5500 · 2022

Squire & Company, PC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
164
Participants Small participant base
83rd
Percentile by assets National rank
$186,331
Avg per participant Above avg balance/head
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Official DOL plan name: Squire & Company 401(k) Profit Sharing Plan · Sponsored by Squire & Company, PC · Utah · Professional & Technical Services

$31M in assets, 164 participants

Squire & Company, PC's Squire & Company 401(k) Profit Sharing Plan reported $31M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,033 in Professional & Technical Services (21,562 peers)

Coverage in Utah

Squire & Company 401(k) Profit Sharing Plan covers 164 participants in Utah, about 28% of the average Utah filer (state average ~592 per filing). Assets: $31M.

#18,033
in Professional & Technical Services (21,562 peers)
-8.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Squire & Company 401(k) Profit Sharing Plan's outsized position by total assets

Squire & Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,558,306 Top 17% higher than 83% 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

Squire & Company 401(k) Profit Sharing 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. Squire & Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (164 participants).

Form 5500 schedule snapshot

Filing strip 870343246 · Squire & Company, PC PY 2022 · 401(k)

Squire & Company 401(k) Profit Sharing Plan · $31M · 164 · 83rd

  • IND $31M
  • IND 164
  • IND 83rd
  • IND 401(k)
  • IND near Auberge Resorts 401(k) Plan
  • IND ind #18033

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 Utah →

Squire & Company 401(k) Profit Sharing Plan in the asset neighbourhood

Squire & Company 401(k) Profit Sharing PlanSquire & Company 401(k) Prof…$31MAuberge Resorts 401(k) Plan$31MStroock & Stroock & Lavan LLP Savings and Investment Plan and Trust for Associate AttorneysStroock & Stroock & Lavan LL…$31MOmni Ophthalmic Management Consultants 401(k) Profit Sharing PlanOmni Ophthalmic Management C…$31MFirst Financial Resources, Inc. Profit Sharing Plan and TrustFirst Financial Resources, I…$31M
End-of-year total assets ($M) among Squire & Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$31M
Net Income-$3M
Employer EIN870343246
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Squire & Company, PC)

Sponsor-wide plan assets over time

All Squire & Company, PC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 31.917541502464175% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.6M $40.3M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 164 $31M
2023 1 173 $36M
2024 1 178 $40M

Nearby 401(k) Plans in Utah

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

Squire & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Squire & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.030558306 · Participants: 164Squire & Company 401(k) Profit Sharing PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Squire & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Squire & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Squire & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Auberge Resorts 401(k) Plan in CA ($31M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Squire & Company 401(k) Profit Sharing Plan assets move in 2022? ▼
Squire & Company 401(k) Profit Sharing Plan pulled back noticeably - down 8.2% during 2022, from $33M to $31M. Reported net income was -$3M.
How have Squire & Company, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Squire & Company, PC's sponsor-wide assets grew 31.9%, from $31M to $40M.
Where does Squire & Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Squire & Company 401(k) Profit Sharing Plan ranks in the 83rd 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 Squire & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Auberge Resorts 401(k) Plan in CA ($31M, 1,995 participants).
Which 401(k) plans cover a similar participant headcount to Squire & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants, N/A 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 870343246.

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.