401(k) · DOL Form 5500 · 2023

Squarelily Ltd. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Squarelily 401(k) · Sponsored by Squarelily Ltd. · Pennsylvania · Real Estate

$2M in assets, 1 participants

Squarelily Ltd.'s Squarelily 401(k) reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,193 in Real Estate (4,727 peers)

Squarelily Ltd. multi-year trail

Squarelily Ltd.'s plans moved -64.9% in assets from 2022 to 2024; this filing shows Squarelily 401(k) at $2M / 1 participant.

#2,193
in Real Estate (4,727 peers)
+152.3%
assets growth YoY

Squarelily 401(k) among the smaller filed plans by assets

Squarelily 401(k) vs every filed plan by assets

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

$1,527,912 28th percentile higher than 28% 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

Squarelily 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Squarelily 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Squarelily 401(k) reported net income rose from $284K in the plan year 2022 filing to $922K in the plan year 2023 filing.
  • Squarelily 401(k) end-of-year assets rose from $606K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 871154010 · Squarelily Ltd. PY 2023 · 401(k)

Squarelily 401(k) · $2M · 1 · 28th

  • TYPE $2M
  • NET 1
  • BOOK 28th
  • VS-ST 401(k)
  • BOY near Far Properties and Associated Companies 401(k) Plan
  • SCH ind #2193

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 Real Estate retirement plans → · Plans in Pennsylvania →

Squarelily 401(k) in the asset neighbourhood

Squarelily 401(k)$2MFar Properties and Associated Companies 401(k) PlanFar Properties and Associate…$2MAbc Pediatrics, P.C. 401 (K) Profit Sharing PlanAbc Pediatrics, P.C. 401 (K)…$2MSaratoga Auto Supply, Inc. 401(k) PlanSaratoga Auto Supply, Inc. 4…$2MPmql, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Squarelily 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Squarelily Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Squarelily Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$213K 64.88821515795523% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.61M $0.21M ▼ -65.6%
Year Plans Participants Total Assets
2022 1 1 $606K
2023 1 1 $2M
2024 1 1 $213K

Squarelily Ltd. filing trail (2023)

Total Assets (Beginning of Year)$606K
Net Assets (End of Year)$2M
Net Income$922K
Employer EIN871154010
Plan Effective Date2021-06-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Squarelily 401(k) vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Squarelily 401(k), Total assets ($B): 0.001527912 · Participants: 1Squarelily 401(k)Comcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Squarelily 401(k) vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Outside Pennsylvania, the nearest 401(k) by assets is Far Properties and Associated Companies 401(k) Plan in PR ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Squarelily 401(k) assets move in 2023?
Squarelily 401(k) surged - up 152.3% during 2023, from $606K to $2M. Reported net income was $922K.
How have Squarelily Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Squarelily Ltd.'s sponsor-wide assets declined 64.9%, from $606K to $213K.
Which 401(k) plans are similar in size to Squarelily 401(k)?
Among 401(k) plans in other states, the closest by assets is Far Properties and Associated Companies 401(k) Plan in PR ($2M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Squarelily 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).