401(k) · DOL Form 5500 · 2024

North Square Investments, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
53
Participants Small participant base
57th
Percentile by assets National rank
$201,627
Avg per participant Above avg balance/head
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Official DOL plan name: North Square Investments, LLC 401(k) Retirement Plan & Trust · Sponsored by North Square Investments, LLC · Illinois · Finance & Insurance

$11M in assets, 53 participants

North Square Investments, LLC's North Square Investments, LLC 401(k) Retirement Plan & Trust reported $11M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,512 in Finance & Insurance (8,549 peers)

North Square Investments, LLC multi-year trail

North Square Investments, LLC's plans moved +45.9% in assets from 2022 to 2024; this filing shows North Square Investments, LLC 401(k) Retirement Plan & Trust at $11M / 53 participants.

#3,512
in Finance & Insurance (8,549 peers)
+19.0%
assets growth YoY

North Square Investments, LLC 401(k) Retirement Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

North Square Investments, LLC 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$10,686,236 Top 43% higher than 57% 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

North Square Investments, LLC 401(k) Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Square Investments, LLC 401(k) Retirement Plan & Trust is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Square Investments, LLC 401(k) Retirement Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • North Square Investments, LLC 401(k) Retirement Plan & Trust reported participants fell from 57 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 824646407 · North Square Investments, LLC PY 2024 · 401(k)

North Square Investments, LLC 401(k) Retirement Plan & Trust · $11M · 53 · 57th

  • ASSETS $11M
  • ASSETS 53
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Geddes and Company Profit Sharing Thrift Plan
  • ASSETS ind #3512

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 Illinois →

North Square Investments, LLC 401(k) Retirement Plan & Trust in the asset neighbourhood

North Square Investments, LLC 401(k) Retirement Plan & TrustNorth Square Investments, LL…$11MGeddes and Company Profit Sharing Thrift PlanGeddes and Company Profit Sh…$11MUnited States Compliance Corporation 401(k) PlanUnited States Compliance Cor…$11MFiberutilities Group 401(k) PlanFiberutilities Group 401(k) …$11MSubmittable 401(k) Plan$11M
End-of-year total assets ($M) among North Square Investments, LLC 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Square Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All North Square Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 45.86344447429169% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.33M $10.7M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 57 $7M
2023 1 57 $9M
2024 1 53 $11M

North Square Investments, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN824646407
Plan Effective Date2018-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

North Square Investments, LLC 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants North Square Investments, LLC 401(k) Retirement Plan & Trust, Total assets ($B): 0.010686236 · Participants: 53North Square Investments, LLC 401(k) Retirement Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
North Square Investments, LLC 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare North Square Investments, LLC 401(k) Retirement Plan & Trust side-by-side with 3 peers →

North Square Investments, LLC 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Geddes and Company Profit Sharing Thrift Plan in AZ ($11M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 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 North Square Investments, LLC 401(k) Retirement Plan & Trust assets move in 2024? ▼
North Square Investments, LLC 401(k) Retirement Plan & Trust grew sharply - up 19.0% during 2024, from $9M to $11M. Reported net income was $2M.
How have North Square Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Square Investments, LLC's sponsor-wide assets grew 45.9%, from $7M to $11M.
Which 401(k) plans are similar in size to North Square Investments, LLC 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Geddes and Company Profit Sharing Thrift Plan in AZ ($11M, 119 participants).
Which 401(k) plans cover a similar participant headcount to North Square Investments, LLC 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 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 824646407.

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.