401(k) · DOL Form 5500 · 2024

CITYSQUARE 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
158
Participants Small participant base
34th
Percentile by assets National rank
$19,410
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Citysquare · Sponsored by CITYSQUARE · Texas · Healthcare & Social Assistance

$3M in assets, 158 participants

CITYSQUARE's 401(k) Profit Sharing Plan for Employees of Citysquare reported $3M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,857 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

401(k) Profit Sharing Plan for Employees of Citysquare covers 158 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#5,857
in Healthcare & Social Assistance (16,916 peers)
-43.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Profit Sharing Plan for Employees of Citysquare's mid-pack asset rank among Healthcare & Social Assistance and all filers

401(k) Profit Sharing Plan for Employees of Citysquare vs every filed plan by assets

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

$3,066,747 34th percentile higher than 34% 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

401(k) Profit Sharing Plan for Employees of Citysquare 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. 401(k) Profit Sharing Plan for Employees of Citysquare sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Profit Sharing Plan for Employees of Citysquare reported net income fell from $418K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Citysquare end-of-year assets fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Citysquare reported participants fell from 173 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752332948 · CITYSQUARE PY 2024 · 401(k)

401(k) Profit Sharing Plan for Employees of Citysquare · $3M · 158 · 34th

  • SCH $3M
  • EBSA 158
  • PART 34th
  • TYPE 401(k)
  • NET near Lance Kashian & Company 401(k) Profit Sharing Plan & Trust
  • BOOK ind #5857

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 Texas →

401(k) Profit Sharing Plan for Employees of Citysquare in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Citysquare401(k) Profit Sharing Plan f…$3MLance Kashian & Company 401(k) Profit Sharing Plan & TrustLance Kashian & Company 401(…$3MInland Diamond Products Company 401(k) Profit Sharing PlanInland Diamond Products Comp…$3MKnox Attorney Service, Inc. 401(k) PlanKnox Attorney Service, Inc. …$3MThe Ellig Group, LLC 401(k) Profit Sharing PlanThe Ellig Group, LLC 401(k) …$3M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Citysquare and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN752332948
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CITYSQUARE)

Sponsor-wide plan assets over time

All CITYSQUARE plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.89370752518227% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $5.02M $3.07M ▼ -38.8%
Year Plans Participants Total Assets
2022 1 157 $5M
2023 1 173 $5M
2024 1 158 $3M

Nearby 401(k) Plans in Texas

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

401(k) Profit Sharing Plan for Employees of Citysquare vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Citysquare, Total assets ($B): 0.003066747 · Participants: 158401(k) Profit Sharing Plan for Employees of CitysquareAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
401(k) Profit Sharing Plan for Employees of Citysquare vs. nearby 401(k) plans in Texas, assets vs. participants

401(k) Profit Sharing Plan for Employees of Citysquare's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lance Kashian & Company 401(k) Profit Sharing Plan & Trust in CA ($3M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 401(k) Profit Sharing Plan for Employees of Citysquare assets move in 2024?
401(k) Profit Sharing Plan for Employees of Citysquare contracted severely - down 43.6% during 2024, from $5M to $3M. Reported net income was -$2M.
How have CITYSQUARE plan assets changed over time?
Across 3 plan years on file (2022-2024), CITYSQUARE's sponsor-wide assets declined 38.9%, from $5M to $3M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Citysquare?
Among 401(k) plans in other states, the closest by assets is Lance Kashian & Company 401(k) Profit Sharing Plan & Trust in CA ($3M, 22 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Citysquare?
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K in assets).