401(k) · DOL Form 5500 · 2024

Squire & Company, PC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
178
Participants Small participant base
82nd
Percentile by assets National rank
$226,471
Avg per participant Above avg balance/head
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Official DOL plan name: Squire & Company 401(k) Profit Sharing Plan · Sponsored by Squire & Company, PC · Utah · Professional & Technical Services

$40M in assets, 178 participants

Squire & Company, PC's Squire & Company 401(k) Profit Sharing Plan reported $40M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,555 in Professional & Technical Services (20,173 peers)

Coverage in Utah

Squire & Company 401(k) Profit Sharing Plan covers 178 participants in Utah, about 30% of the average Utah filer (state average ~592 per filing). Assets: $40M.

#16,555
in Professional & Technical Services (20,173 peers)
+11.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Squire & Company 401(k) Profit Sharing Plan's outsized position by total assets

Squire & Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$40,311,766 Top 18% higher than 82% 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

Squire & Company 401(k) Profit Sharing 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. Squire & Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (178 participants).

Published 5500 schedule card

Filing strip 870343246 · Squire & Company, PC PY 2024 · 401(k)

Squire & Company 401(k) Profit Sharing Plan · $40M · 178 · 82nd

  • EOY $40M
  • EOY 178
  • EOY 82nd
  • EOY 401(k)
  • EOY near Momentum Telecom, Inc. 401(k) Plan
  • EOY ind #16555

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 Professional & Technical Services retirement plans → · Plans in Utah →

Squire & Company 401(k) Profit Sharing Plan in the asset neighbourhood

Squire & Company 401(k) Profit Sharing PlanSquire & Company 401(k) Prof…$40MMomentum Telecom, Inc. 401(k) PlanMomentum Telecom, Inc. 401(k…$40MNew York Daily News Defined Contribution Retirement PlanNew York Daily News Defined …$40MCato Institute 401(k) Plan$40MTca 401(k) Retirement Savings PlanTca 401(k) Retirement Saving…$40M
End-of-year total assets ($M) among Squire & Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN870343246
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Squire & Company, PC)

Sponsor-wide plan assets over time

All Squire & Company, PC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 31.917541502464175% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.6M $40.3M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 164 $31M
2023 1 173 $36M
2024 1 178 $40M

Nearby 401(k) Plans in Utah

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

Squire & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Squire & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.040311766 · Participants: 178Squire & Company 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Squire & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Squire & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Squire & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Momentum Telecom, Inc. 401(k) Plan in GA ($40M); by covered participants it is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Squire & Company 401(k) Profit Sharing Plan assets move in 2024? ▼
Squire & Company 401(k) Profit Sharing Plan grew at a solid clip - up 11.3% during 2024, from $36M to $40M. Reported net income was $4M.
How have Squire & Company, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Squire & Company, PC's sponsor-wide assets grew 31.9%, from $31M to $40M.
Where does Squire & Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Squire & Company 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Squire & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Momentum Telecom, Inc. 401(k) Plan in GA ($40M, 478 participants).
Which 401(k) plans cover a similar participant headcount to Squire & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants, $2M 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 870343246.

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.