401(k) · DOL Form 5500 · 2023

Squire & Company, PC 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
173
Participants Small participant base
82nd
Percentile by assets National rank
$209,448
Avg per participant Above avg balance/head
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Official DOL plan name: Squire & Company 401(k) Profit Sharing Plan · Sponsored by Squire & Company, PC 401(k) Plan · Utah · Professional & Technical Services

$36M in assets, 173 participants

Squire & Company, PC 401(k) Plan's Squire & Company 401(k) Profit Sharing Plan reported $36M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,774 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Squire & Company 401(k) Profit Sharing Plan covers 173 participants in Utah, about 29% of the average Utah filer (state average ~592 per filing). Assets: $36M.

#16,774
in Professional & Technical Services (20,321 peers)
+18.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Squire & Company 401(k) Profit Sharing Plan's outsized position by total assets

Squire & Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,234,587 Top 18% higher than 82% 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

Squire & Company 401(k) Profit Sharing 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. Squire & Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Squire & Company 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Squire & Company 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Squire & Company 401(k) Profit Sharing Plan reported participants rose from 164 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870343246 · Squire & Company, PC 401(k) Plan PY 2023 · 401(k)

Squire & Company 401(k) Profit Sharing Plan · $36M · 173 · 82nd

  • NET $36M
  • NET 173
  • NET 82nd
  • NET 401(k)
  • NET near Knutson Holdings, Inc. 401(k) Plan
  • NET ind #16774

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 Professional & Technical Services retirement plans → · Plans in Utah →

Squire & Company 401(k) Profit Sharing Plan in the asset neighbourhood

Knutson Holdings, Inc. 401(k) PlanKnutson Holdings, Inc. 401(k…$36MWorldwide Golf Shops LLC 401(k) PlanWorldwide Golf Shops LLC 401…$36MJack Resnick & Sons, Inc. 401(k) Savings PlanJack Resnick & Sons, Inc. 40…$36MSquire & Company 401(k) Profit Sharing PlanSquire & Company 401(k) Prof…$36MRevecore 401(k) Plan$36M
End-of-year total assets ($M) among Squire & Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN870343246
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Squire & Company, PC 401(k) Plan)

Sponsor-wide plan assets over time

All Squire & Company, PC 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$40M 31.917541502464175% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.6M $40.3M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 164 $31M
2023 1 173 $36M
2024 1 178 $40M

Nearby 401(k) Plans in Utah

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

Squire & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Squire & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.036234587 · Participants: 173Squire & Company 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Squire & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Squire & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Squire & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Knutson Holdings, Inc. 401(k) Plan in MN ($36M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Squire & Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Squire & Company 401(k) Profit Sharing Plan grew sharply - up 18.6% during 2023, from $31M to $36M. Reported net income was $6M.
How have Squire & Company, PC 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Squire & Company, PC 401(k) Plan's sponsor-wide assets grew 31.9%, from $31M to $40M.
Where does Squire & Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Squire & Company 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Squire & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knutson Holdings, Inc. 401(k) Plan in MN ($36M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Squire & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 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 870343246.

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.