401(k) · DOL Form 5500 · 2023

Sezzle, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
229
Participants Below avg headcount
60th
Percentile by assets National rank
$45,518
Avg per participant Low balance/head
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Official DOL plan name: Sezzle 401(k) Plan · Sponsored by Sezzle, Inc. · Minnesota · Information & Media

$10M in assets, 229 participants

Sezzle, Inc.'s Sezzle 401(k) Plan reported $10M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,330 in Information & Media (2,818 peers)

Coverage in Minnesota

Sezzle 401(k) Plan covers 229 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#1,330
in Information & Media (2,818 peers)
+59.3%
assets growth YoY

Sezzle 401(k) Plan's mid-pack asset rank among Information & Media and all filers

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

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

$10,423,603 Top 40% higher than 60% 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

Sezzle 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sezzle 401(k) Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sezzle 401(k) Plan reported net income rose from $777K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sezzle 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Sezzle 401(k) Plan reported participants fell from 365 in the plan year 2022 filing to 229 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810971660 · Sezzle, Inc. PY 2023 · 401(k)

Sezzle 401(k) Plan · $10M · 229 · 60th

  • BOY $10M
  • BOY 229
  • BOY 60th
  • BOY 401(k)
  • BOY near Women's Healthcare of Norman 401(k) Plan
  • BOY ind #1330

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 Information & Media retirement plans → · Plans in Minnesota →

Sezzle 401(k) Plan in the asset neighbourhood

Sezzle 401(k) Plan$10MWomen's Healthcare of Norman 401(k) PlanWomen's Healthcare of Norman…$10MM Robert Ching Md Inc 401(k) Profit Sharing PlanM Robert Ching Md Inc 401(k)…$10MThe Bank of Fayette County Profit Sharing and 401(k)The Bank of Fayette County P…$10MBear River Band of Rohnerville Rancheria 401(k) PlanBear River Band of Rohnervil…$10M
End-of-year total assets ($M) among Sezzle 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN810971660
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sezzle, Inc.)

Sponsor-wide plan assets over time

All Sezzle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 133.22251320425227% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.54M $15.3M ▲ +133.3%
Year Plans Participants Total Assets
2022 1 365 $7M
2023 1 229 $10M
2024 1 224 $15M

Nearby 401(k) Plans in Minnesota

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

Sezzle 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Sezzle 401(k) Plan, Total assets ($B): 0.010423603 · Participants: 229Sezzle 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Sezzle 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Sezzle 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Women's Healthcare of Norman 401(k) Plan in OK ($10M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Sezzle 401(k) Plan assets move in 2023? ▼
Sezzle 401(k) Plan surged - up 59.3% during 2023, from $7M to $10M. Reported net income was $4M.
How have Sezzle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sezzle, Inc.'s sponsor-wide assets grew 133.2%, from $7M to $15M.
Which 401(k) plans are similar in size to Sezzle 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Women's Healthcare of Norman 401(k) Plan in OK ($10M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Sezzle 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is P3 Health Partners 401(k) Plan in NV (229 participants, $2M 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 810971660.

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.