401(k) · DOL Form 5500 · 2022

Square Grove LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
163
Participants Small participant base
39th
Percentile by assets National rank
$16,719
Avg per participant Low balance/head
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Official DOL plan name: Square Grove LLC 401(k) Plan · Sponsored by Square Grove LLC · Texas · Retail Trade

$3M in assets, 163 participants

Square Grove LLC's Square Grove LLC 401(k) Plan reported $3M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,579 in Retail Trade (9,519 peers)

Coverage in Texas

Square Grove LLC 401(k) Plan covers 163 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#4,579
in Retail Trade (9,519 peers)
+1.3%
assets growth YoY

Square Grove LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Square Grove LLC 401(k) Plan vs every filed plan by assets

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

$2,725,204 39th percentile higher than 39% 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

Square Grove LLC 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. Square Grove LLC 401(k) Plan sits mid-pack in the medium band (163 participants).

Published 5500 schedule card

Filing strip 200715079 · Square Grove LLC PY 2022 · 401(k)

Square Grove LLC 401(k) Plan · $3M · 163 · 39th

  • BOOK $3M
  • VS-ST 163
  • BOY 39th
  • SCH 401(k)
  • EBSA near Capital Structures 401(k) Retirement Savings Plan
  • PART ind #4579

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 Retail Trade retirement plans → · Plans in Texas →

Square Grove LLC 401(k) Plan in the asset neighbourhood

Square Grove LLC 401(k) Plan$3MCapital Structures 401(k) Retirement Savings PlanCapital Structures 401(k) Re…$3MSimpson, Glick & Burford , PLLC - 401(k) Retirement PlanSimpson, Glick & Burford , P…$3MHyatt Regency Guam 401(k) Retirement Savings PlanHyatt Regency Guam 401(k) Re…$3MSaint Louis Club 401(k) Savings PlanSaint Louis Club 401(k) Savi…$3M
End-of-year total assets ($M) among Square Grove LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$36K
Employer EIN200715079
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Square Grove LLC)

Sponsor-wide plan assets over time

All Square Grove LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 70.51222587373276% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.73M $4.65M ▲ +70.3%
Year Plans Participants Total Assets
2022 1 163 $3M
2023 1 176 $4M
2024 1 168 $5M

Nearby 401(k) Plans in Texas

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

Square Grove LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Square Grove LLC 401(k) Plan, Total assets ($B): 0.002725204 · Participants: 163Square Grove LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Square Grove LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is Capital Structures 401(k) Retirement Savings Plan in AR ($3M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Square Grove LLC 401(k) Plan assets move in 2022?
Square Grove LLC 401(k) Plan edged up modestly - up 1.3% during 2022, from $3M to $3M. Reported net income was $36K.
How have Square Grove LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Square Grove LLC's sponsor-wide assets grew 70.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Square Grove LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Capital Structures 401(k) Retirement Savings Plan in AR ($3M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Square Grove LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 participants, N/A in assets).