401(k) · DOL Form 5500 · 2024

Square Care Medical Group, LLP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
263
Participants Below avg headcount
77th
Percentile by assets National rank
$109,023
Avg per participant Below avg balance/head
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Official DOL plan name: Square Care Medical Group, LLP 401(k) Plan · Sponsored by Square Care Medical Group, LLP · New York · Healthcare & Social Assistance

$29M in assets, 263 participants

Square Care Medical Group, LLP's Square Care Medical Group, LLP 401(k) Plan reported $29M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,544 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Square Care Medical Group, LLP 401(k) Plan covers 263 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $29M.

#13,544
in Healthcare & Social Assistance (16,916 peers)
+4.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Square Care Medical Group, LLP 401(k) Plan's outsized position by total assets

Square Care Medical Group, LLP 401(k) Plan vs every filed plan by assets

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

$28,672,923 Top 23% higher than 77% 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

Square Care Medical Group, LLP 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. Square Care Medical Group, LLP 401(k) Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Square Care Medical Group, LLP 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Square Care Medical Group, LLP 401(k) Plan reported participants fell from 276 in the plan year 2023 filing to 263 in the plan year 2024 filing.
  • Square Care Medical Group, LLP 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202652680 · Square Care Medical Group, LLP PY 2024 · 401(k)

Square Care Medical Group, LLP 401(k) Plan · $29M · 263 · 77th

  • PCT $29M
  • PCT 263
  • PCT 77th
  • PCT 401(k)
  • PCT near Eglin Federal Credit Union 401(k) Retirement Plan
  • PCT ind #13544

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Square Care Medical Group, LLP 401(k) Plan in the asset neighbourhood

Square Care Medical Group, LLP 401(k) PlanSquare Care Medical Group, L…$29MEglin Federal Credit Union 401(k) Retirement PlanEglin Federal Credit Union 4…$29MAvidbank 401(k) & Profit Sharing PlanAvidbank 401(k) & Profit Sha…$29MLos Angeles Dependency Lawyers, Inc. 401(k) PlanLos Angeles Dependency Lawye…$29MWalsworth, LLP 401(k) Plan$29M
End-of-year total assets ($M) among Square Care Medical Group, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN202652680
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Square Care Medical Group, LLP)

Sponsor-wide plan assets over time

All Square Care Medical Group, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$29M 22.689139382562136% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.4M $28.7M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 279 $23M
2023 1 276 $27M
2024 1 263 $29M

Nearby 401(k) Plans in New York

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

Square Care Medical Group, LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Square Care Medical Group, LLP 401(k) Plan, Total assets ($B): 0.028672923 · Participants: 263Square Care Medical Group, LLP 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Square Care Medical Group, LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Square Care Medical Group, LLP 401(k) Plan side-by-side with 3 peers →

Square Care Medical Group, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Eglin Federal Credit Union 401(k) Retirement Plan in FL ($29M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Square Care Medical Group, LLP 401(k) Plan assets move in 2024? ▼
Square Care Medical Group, LLP 401(k) Plan edged up modestly - up 4.7% during 2024, from $27M to $29M. Reported net income was $1M.
How have Square Care Medical Group, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Square Care Medical Group, LLP's sponsor-wide assets grew 22.7%, from $23M to $29M.
Where does Square Care Medical Group, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Square Care Medical Group, LLP 401(k) Plan ranks in the 77th 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 Square Care Medical Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eglin Federal Credit Union 401(k) Retirement Plan in FL ($29M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Square Care Medical Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (263 participants, $482K 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 202652680.

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.