401(k) · DOL Form 5500 · 2023

Juniper Square, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
397
Participants Below avg headcount
73rd
Percentile by assets National rank
$52,643
Avg per participant Low balance/head
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Official DOL plan name: Juniper Square 401(k) Plan · Sponsored by Juniper Square, Inc. · California · Information & Media

$21M in assets, 397 participants

Juniper Square, Inc.'s Juniper Square 401(k) Plan reported $21M in total assets and 397 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #1,800 in Information & Media (2,818 peers)

Juniper Square, Inc. multi-year trail

Juniper Square, Inc.'s plans moved +89.7% in assets from 2022 to 2024; this filing shows Juniper Square 401(k) Plan at $21M / 397 participants.

#1,800
in Information & Media (2,818 peers)
+50.7%
assets growth YoY

Juniper Square 401(k) Plan's outsized position by total assets

Juniper Square 401(k) Plan vs every filed plan by assets

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

$20,899,458 Top 27% higher than 73% 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

Juniper Square 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. Juniper Square 401(k) Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Juniper Square 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Juniper Square 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Juniper Square 401(k) Plan reported participants rose from 365 in the plan year 2022 filing to 397 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464945827 · Juniper Square, Inc. PY 2023 · 401(k)

Juniper Square 401(k) Plan · $21M · 397 · 73rd

  • VS-ST $21M
  • BOY 397
  • SCH 73rd
  • EBSA 401(k)
  • PART near Superior Products Distributors, Inc. Profit Sharing Plan
  • TYPE ind #1800

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 California →

Juniper Square 401(k) Plan in the asset neighbourhood

Juniper Square 401(k) Plan$21MSuperior Products Distributors, Inc. Profit Sharing PlanSuperior Products Distributo…$21MDigestive Health Specialists, P.a. 401(k) Profit Sharing PlanDigestive Health Specialists…$21MWilson & Muir Bancorp, Inc. 401(k) & Profit Sharing PlanWilson & Muir Bancorp, Inc. …$21MWmc Physicians Practices, LLC 401(k) PlanWmc Physicians Practices, LL…$21M
End-of-year total assets ($M) among Juniper Square 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Juniper Square, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Juniper Square, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 89.71993556365037% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.9M $26.3M ▲ +89.8%
Year Plans Participants Total Assets
2022 1 365 $14M
2023 1 397 $21M
2024 1 410 $26M

Juniper Square, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$21M
Net Income$7M
Employer EIN464945827
Plan Effective Date2017-06-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Juniper Square 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Juniper Square 401(k) Plan, Total assets ($B): 0.020899458 · Participants: 397Juniper Square 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Juniper Square 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Juniper Square 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Superior Products Distributors, Inc. Profit Sharing Plan in CT ($21M); by covered participants it is Yesler, Inc 401(k) Plan in WA (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Juniper Square 401(k) Plan assets move in 2023? ▼
Juniper Square 401(k) Plan surged - up 50.7% during 2023, from $14M to $21M. Reported net income was $7M.
How have Juniper Square, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juniper Square, Inc.'s sponsor-wide assets grew 89.7%, from $14M to $26M.
Which 401(k) plans are similar in size to Juniper Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superior Products Distributors, Inc. Profit Sharing Plan in CT ($21M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Juniper Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yesler, Inc 401(k) Plan in WA (397 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 464945827.

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.