401(k) · DOL Form 5500 · 2024

Sezzle, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
224
Participants Below avg headcount
65th
Percentile by assets National rank
$68,112
Avg per participant Below avg balance/head
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Official DOL plan name: Sezzle 401(k) Plan · Sponsored by Sezzle, Inc. · Minnesota · Information & Media

$15M in assets, 224 participants

Sezzle, Inc.'s Sezzle 401(k) Plan reported $15M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,510 in Information & Media (2,822 peers)

Coverage in Minnesota

Sezzle 401(k) Plan covers 224 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#1,510
in Information & Media (2,822 peers)
+46.4%
assets growth YoY

Sezzle 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Sezzle 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,257,025 Top 35% higher than 65% of 123,620 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 2024

Sezzle 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sezzle 401(k) Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sezzle 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Sezzle 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sezzle 401(k) Plan reported participants fell from 229 in the plan year 2023 filing to 224 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810971660 · Sezzle, Inc. PY 2024 · 401(k)

Sezzle 401(k) Plan · $15M · 224 · 65th

  • PART $15M
  • PART 224
  • PART 65th
  • PART 401(k)
  • PART near Lykes Retirement Savings Plan
  • PART ind #1510

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 Minnesota →

Sezzle 401(k) Plan in the asset neighbourhood

Sezzle 401(k) Plan$15MLykes Retirement Savings Plan$15MBradford & Bigelow, Inc. 401(k) PlanBradford & Bigelow, Inc. 401…$15MHorwith Trucks, Inc. 401(k) Retirement PlanHorwith Trucks, Inc. 401(k) …$15MCgr Products Inc. Employees' Profit Sharing Plan and TrustCgr Products Inc. Employees'…$15M
End-of-year total assets ($M) among Sezzle 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$5M
Employer EIN810971660
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sezzle, Inc.)

Sponsor-wide plan assets over time

All Sezzle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 133.22251320425227% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.54M $15.3M ▲ +133.3%
Year Plans Participants Total Assets
2022 1 365 $7M
2023 1 229 $10M
2024 1 224 $15M

Nearby 401(k) Plans in Minnesota

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

Sezzle 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Sezzle 401(k) Plan, Total assets ($B): 0.015257025 · Participants: 224Sezzle 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Sezzle 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Sezzle 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Lykes Retirement Savings Plan in FL ($15M); by covered participants it is Ideal Ready Mix Company 401(k) Plan in IA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sezzle 401(k) Plan assets move in 2024? ▼
Sezzle 401(k) Plan surged - up 46.4% during 2024, from $10M to $15M. Reported net income was $5M.
How have Sezzle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sezzle, Inc.'s sponsor-wide assets grew 133.2%, from $7M to $15M.
Which 401(k) plans are similar in size to Sezzle 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lykes Retirement Savings Plan in FL ($15M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Sezzle 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ideal Ready Mix Company 401(k) Plan in IA (224 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810971660.

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.