401(k) · DOL Form 5500 · 2024

Mug on the Square, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Mug Square 401(k) · Sponsored by Mug on the Square, Inc. · Texas · Food Services & Accommodation

$2M in assets, 1 participants

Mug on the Square, Inc.'s Mug Square 401(k) reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,354 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Mug Square 401(k) ranks #2,354 of 3,672 2024 filers by assets (1072% of the sector average)-$2M for 1 participant.

#2,354
in Food Services & Accommodation (3,672 peers)
+365.5%
assets growth YoY

Mug Square 401(k) among the smaller filed plans by assets

Mug Square 401(k) vs every filed plan by assets

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

$1,825,136 28th percentile higher than 28% 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

Mug Square 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mug Square 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mug Square 401(k) reported net income rose from $504 in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Mug Square 401(k) end-of-year assets rose from $392K in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 830998266 · Mug on the Square, Inc. PY 2024 · 401(k)

Mug Square 401(k) · $2M · 1 · 28th

  • PCT $2M
  • PCT 1
  • PCT 28th
  • PCT 401(k)
  • PCT near Computer & Statistical Consultants Inc 401(k) Profit Sharing Plan
  • PCT ind #2354

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 Food Services & Accommodation retirement plans → · Plans in Texas →

Mug Square 401(k) in the asset neighbourhood

Mug Square 401(k)$2MComputer & Statistical Consultants Inc 401(k) Profit Sharing PlanComputer & Statistical Consu…$2MZrc Worldwide Retirement Plan$2MMountain West IRA, Inc. 401(k) Profit Sharing PlanMountain West IRA, Inc. 401(…$2MLesley a. Fein, M.D., P.a. Profit Sharing PlanLesley a. Fein, M.D., P.a. P…$2M
End-of-year total assets ($M) among Mug Square 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$392K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN830998266
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mug on the Square, Inc.)

Sponsor-wide plan assets over time

All Mug on the Square, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 366.09530619541346% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.39M $1.83M ▲ +369.2%
Year Plans Participants Total Assets
2022 1 1 $392K
2023 1 1 $392K
2024 1 1 $2M

Nearby 401(k) Plans in Texas

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

Mug Square 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mug Square 401(k), Total assets ($B): 0.001825136 · Participants: 1Mug Square 401(k)AT&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
Mug Square 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mug Square 401(k) side-by-side with 3 peers →

Mug Square 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Computer & Statistical Consultants Inc 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mug Square 401(k) assets move in 2024? ▼
Mug Square 401(k) surged - up 365.5% during 2024, from $392K to $2M. Reported net income was $1M.
How have Mug on the Square, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mug on the Square, Inc.'s sponsor-wide assets grew 366.1%, from $392K to $2M.
Which 401(k) plans are similar in size to Mug Square 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Computer & Statistical Consultants Inc 401(k) Profit Sharing Plan in CA ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Mug Square 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant, 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 830998266.

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.