401(k) · DOL Form 5500 · 2023

North Square Investments, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
57
Participants Small participant base
56th
Percentile by assets National rank
$157,556
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North Square Investments, LLC 401(k) Retirement Plan & Trust · Sponsored by North Square Investments, LLC · Illinois · Finance & Insurance

$9M in assets, 57 participants

North Square Investments, LLC's North Square Investments, LLC 401(k) Retirement Plan & Trust reported $9M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,644 in Finance & Insurance (8,869 peers)

North Square Investments, LLC multi-year trail

North Square Investments, LLC's plans moved +45.9% in assets from 2022 to 2024; this filing shows North Square Investments, LLC 401(k) Retirement Plan & Trust at $9M / 57 participants.

#3,644
in Finance & Insurance (8,869 peers)
+22.6%
assets growth YoY

North Square Investments, LLC 401(k) Retirement Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

North Square Investments, LLC 401(k) Retirement Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,980,701 Top 44% higher than 56% of 127,068 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 2023

North Square Investments, LLC 401(k) Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Square Investments, LLC 401(k) Retirement Plan & Trust is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Square Investments, LLC 401(k) Retirement Plan & Trust reported net income rose from $70K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • North Square Investments, LLC 401(k) Retirement Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 824646407 · North Square Investments, LLC PY 2023 · 401(k)

North Square Investments, LLC 401(k) Retirement Plan & Trust · $9M · 57 · 56th

  • VS-ST $9M
  • BOY 57
  • SCH 56th
  • EBSA 401(k)
  • PART near Energage LLC 401(k) Profit Sharing Plan and Trust
  • TYPE ind #3644

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 Illinois →

North Square Investments, LLC 401(k) Retirement Plan & Trust in the asset neighbourhood

North Square Investments, LLC 401(k) Retirement Plan & TrustNorth Square Investments, LL…$9MEnergage LLC 401(k) Profit Sharing Plan and TrustEnergage LLC 401(k) Profit S…$9MTurnberry Hospitality Retirement Savings PlanTurnberry Hospitality Retire…$9MPetmed Express, Inc. 401(k) PlanPetmed Express, Inc. 401(k) …$9MIgnite Digital Federal Services LLC Retirement Plan and TrustIgnite Digital Federal Servi…$9M
End-of-year total assets ($M) among North Square Investments, LLC 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Square Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All North Square Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 45.86344447429169% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.33M $10.7M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 57 $7M
2023 1 57 $9M
2024 1 53 $11M

North Square Investments, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN824646407
Plan Effective Date2018-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

North Square Investments, LLC 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants North Square Investments, LLC 401(k) Retirement Plan & Trust, Total assets ($B): 0.008980701 · Participants: 57North Square Investments, LLC 401(k) Retirement Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
North Square Investments, LLC 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare North Square Investments, LLC 401(k) Retirement Plan & Trust side-by-side with 3 peers →

North Square Investments, LLC 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Energage LLC 401(k) Profit Sharing Plan and Trust in PA ($9M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North Square Investments, LLC 401(k) Retirement Plan & Trust assets move in 2023? ▼
North Square Investments, LLC 401(k) Retirement Plan & Trust grew sharply - up 22.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have North Square Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Square Investments, LLC's sponsor-wide assets grew 45.9%, from $7M to $11M.
Which 401(k) plans are similar in size to North Square Investments, LLC 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Energage LLC 401(k) Profit Sharing Plan and Trust in PA ($9M, 139 participants).
Which 401(k) plans cover a similar participant headcount to North Square Investments, LLC 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 824646407.

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.