401(k) · DOL Form 5500 · 2023

Squaretrade, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
620
Participants Below avg headcount
87th
Percentile by assets National rank
$95,538
Avg per participant Below avg balance/head
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Official DOL plan name: Squaretrade, Inc. 401(k) Plan · Sponsored by Squaretrade, Inc. · California · Finance & Insurance

$59M in assets, 620 participants

Squaretrade, Inc.'s Squaretrade, Inc. 401(k) Plan reported $59M in total assets and 620 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,121 in Finance & Insurance (8,869 peers)

Where Squaretrade, Inc. 401(k) Plan sits by assets

Squaretrade, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 620 participants (~$95,538/participant), up 35.0% in 2023.

#7,121
in Finance & Insurance (8,869 peers)
+35.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Squaretrade, Inc. 401(k) Plan's outsized position by total assets

Squaretrade, Inc. 401(k) Plan vs every filed plan by assets

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

$59,233,633 Top 13% higher than 87% 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

Squaretrade, 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. Squaretrade, Inc. 401(k) Plan sits mid-pack in the medium band (620 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Squaretrade, Inc. 401(k) Plan reported net income rose from -$213K in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Squaretrade, Inc. 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Squaretrade, Inc. 401(k) Plan reported participants rose from 584 in the plan year 2022 filing to 620 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943340669 · Squaretrade, Inc. PY 2023 · 401(k)

Squaretrade, Inc. 401(k) Plan · $59M · 620 · 87th

  • ASSETS $59M
  • PCT 620
  • EIN 87th
  • RANK 401(k)
  • PHOTO near Porter Hedges Employee Capital Accumulation Plan
  • IND ind #7121

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 Finance & Insurance retirement plans → · Plans in California →

Squaretrade, Inc. 401(k) Plan in the asset neighbourhood

Guaranty Bancshares, Inc. ESOP W/401(k) ProvisionsGuaranty Bancshares, Inc. ES…$59MLs3p 401(k) Plan$59MSquaretrade, Inc. 401(k) Plan$59MPorter Hedges Employee Capital Accumulation PlanPorter Hedges Employee Capit…$59MFirst Home Mortgage Corporation 401(k) PlanFirst Home Mortgage Corporat…$59M
End-of-year total assets ($M) among Squaretrade, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$59M
Net Income$15M
Employer EIN943340669
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Squaretrade, Inc.)

Sponsor-wide plan assets over time

All Squaretrade, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $43.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 584 $44M
2023 1 620 $59M
2024 1 569 N/A

Nearby 401(k) Plans in California

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

Squaretrade, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Squaretrade, Inc. 401(k) Plan, Total assets ($B): 0.059233633 · Participants: 620Squaretrade, Inc. 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
Squaretrade, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Squaretrade, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Porter Hedges Employee Capital Accumulation Plan in TX ($59M); by covered participants it is Doskocil Manufacturing Company, Inc. 401(k) Profit Sharing Plan in TX (620 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (620 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 Squaretrade, Inc. 401(k) Plan assets move in 2023? ▼
Squaretrade, Inc. 401(k) Plan surged - up 35.0% during 2023, from $44M to $59M. Reported net income was $15M.
Where does Squaretrade, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Squaretrade, Inc. 401(k) Plan ranks in the 87th 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 Squaretrade, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Porter Hedges Employee Capital Accumulation Plan in TX ($59M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Squaretrade, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doskocil Manufacturing Company, Inc. 401(k) Profit Sharing Plan in TX (620 participants, $39M 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 943340669.

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.