401(k) · DOL Form 5500 · 2023

Square Grove LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
176
Participants Small participant base
40th
Percentile by assets National rank
$21,770
Avg per participant Low balance/head
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Official DOL plan name: Square Grove LLC 401(k) Plan · Sponsored by Square Grove LLC · Texas · Retail Trade

$4M in assets, 176 participants

Square Grove LLC's Square Grove LLC 401(k) Plan reported $4M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,239 in Retail Trade (8,414 peers)

Coverage in Texas

Square Grove LLC 401(k) Plan covers 176 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#4,239
in Retail Trade (8,414 peers)
+40.6%
assets growth YoY

Square Grove LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

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

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

$3,831,563 40th percentile higher than 40% 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

Square Grove LLC 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 Grove LLC 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Square Grove LLC 401(k) Plan reported net income rose from $36K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Square Grove LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Square Grove LLC 401(k) Plan reported participants rose from 163 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200715079 · Square Grove LLC PY 2023 · 401(k)

Square Grove LLC 401(k) Plan · $4M · 176 · 40th

  • PART $4M
  • PART 176
  • PART 40th
  • PART 401(k)
  • PART near Dynarex Corporation 401(k) Plan
  • PART ind #4239

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 Retail Trade retirement plans → · Plans in Texas →

Square Grove LLC 401(k) Plan in the asset neighbourhood

Square Grove LLC 401(k) Plan$4MDynarex Corporation 401(k) PlanDynarex Corporation 401(k) P…$4MNorthstar Investments 401(k) PlanNorthstar Investments 401(k)…$4MVasa Fitness LLC Retirement Savings PlanVasa Fitness LLC Retirement …$4MZamperla, Inc. Profit Sharing 401(k) PlanZamperla, Inc. Profit Sharin…$4M
End-of-year total assets ($M) among Square Grove LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN200715079
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Square Grove LLC)

Sponsor-wide plan assets over time

All Square Grove LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 70.51222587373276% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.73M $4.65M ▲ +70.3%
Year Plans Participants Total Assets
2022 1 163 $3M
2023 1 176 $4M
2024 1 168 $5M

Nearby 401(k) Plans in Texas

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

Square Grove LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Square Grove LLC 401(k) Plan, Total assets ($B): 0.003831563 · Participants: 176Square Grove LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Square Grove LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Square Grove LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Dynarex Corporation 401(k) Plan in NJ ($4M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Square Grove LLC 401(k) Plan assets move in 2023? ▼
Square Grove LLC 401(k) Plan surged - up 40.6% during 2023, from $3M to $4M. Reported net income was $1M.
How have Square Grove LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Square Grove LLC's sponsor-wide assets grew 70.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Square Grove LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dynarex Corporation 401(k) Plan in NJ ($4M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Square Grove LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 200715079.

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.