401(k) · DOL Form 5500 · 2023

Square One Concepts, Inc. 401(k) Plan

Data updated 2026-08-25

$867K
Total assets Small plan by assets: 486
Participants Below avg headcount: 22nd
Percentile by assets National rank: $1,784
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Square One Concepts, Inc. 401(k) Plan · Sponsored by Square One Concepts, Inc. · Arizona · Food Services & Accommodation

$867K in assets, 486 participants

Square One Concepts, Inc.'s Square One Concepts, Inc. 401(k) Plan reported $867K in total assets and 486 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#2,192 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Square One Concepts, Inc. 401(k) Plan ranks #2,192 of 3,828 2023 filers by assets (2256% of the sector average)-$867K for 486 participants.

#2,192
in Food Services & Accommodation (3,828 peers): $867K
reported net income

Square One Concepts, Inc. 401(k) Plan among the smaller filed plans by assets

Square One Concepts, Inc. 401(k) Plan vs every filed plan by assets

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

$867,130 22nd percentile higher than 22% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Square One Concepts, Inc. 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. Square One Concepts, Inc. 401(k) Plan sits mid-pack in the medium band (486 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 274539075 · Square One Concepts, Inc. PY 2023 · 401(k)

Square One Concepts, Inc. 401(k) Plan · $867K · 486 · 22nd

EOY $867K
EOY 486
EOY 22nd
EOY 401(k)
EOY near Vincent T Schettler, LLC. 401(k) Profit Sharing Plan & Trust
EOY ind #2192

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 Food Services & Accommodation retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Square One Concepts, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$867K
Net Income	$867K
Employer EIN	274539075
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Square One Concepts, Inc.)

Latest sponsor-wide plan assets: $2M 103.82191828214916% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	486	$867K
2024	1	596	$2M

Nearby 401(k) Plans in Arizona

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

Square One Concepts, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Square One Concepts, Inc. 401(k) Plan side-by-side with 3 peers →

Square One Concepts, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Vincent T Schettler, LLC. 401(k) Profit Sharing Plan & Trust in NV ($867K); by covered participants it is Sbera 401(k) Plan as Adopted by Middlesex Savings Bank in MA (486 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($867K here).

Vincent T Schettler, LLC. 401(k) Profit Sharing Plan & Trust (NV) $867K · 3
The Beveled Edge 401(k) Profit Sharing Plan & Trust (CA) $867K · 26
Untitled Inc 401(k) Profit Sharing Plan & Trust (CA) $867K · 9
Phi Home Designs 401(k) Plan (ME) $867K · 31

Similar participant headcount

Nearest other-state filings by covered participants (486 participants); asset peers above are excluded.

Sbera 401(k) Plan as Adopted by Middlesex Savings Bank (MA) 486 · 0 off
Ag Business Solutions, LLC 401(k) Plan (MI) 486 · 0 off
Mpf Federal LLC 401(k) Plan (MD) 486 · 0 off
Star Financial Group, Inc. 401(k) Savings Plan (IN) 486 · 0 off

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 have Square One Concepts, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Square One Concepts, Inc.'s sponsor-wide assets grew 103.8%, from $867K to $2M.

Where does Square One Concepts, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Square One Concepts, Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Square One Concepts, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vincent T Schettler, LLC. 401(k) Profit Sharing Plan & Trust in NV ($867K, 3 participants).

Which 401(k) plans cover a similar participant headcount to Square One Concepts, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Middlesex Savings Bank in MA (486 participants, $94M 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 274539075.