401(k) · DOL Form 5500 · 2024

Square Roots Urban Growers Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
28th
Percentile by assets National rank
$64,132
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Square Roots 401(k) Plan · Sponsored by Square Roots Urban Growers Inc. · New York · Agriculture, Forestry & Fishing

$2M in assets, 28 participants

Square Roots Urban Growers Inc.'s Square Roots 401(k) Plan reported $2M in total assets and 28 participants 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.

  • #353 in Agriculture, Forestry & Fishing (1,217 peers)

What the 2024 filing shows

Square Roots 401(k) Plan holds $2M for 28 participants - about $64,132 per participant, in the lower half of filed plans by assets.

#353
in Agriculture, Forestry & Fishing (1,217 peers)
+8.0%
assets growth YoY

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

Square Roots 401(k) Plan vs every filed plan by assets

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

$1,795,701 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

Square Roots 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Square Roots 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Square Roots 401(k) Plan reported participants fell from 168 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Square Roots 401(k) Plan reported net income fell from $334K in the plan year 2023 filing to $122K in the plan year 2024 filing.
  • Square Roots 401(k) Plan end-of-year assets rose from $2M 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 813062267 · Square Roots Urban Growers Inc. PY 2024 · 401(k)

Square Roots 401(k) Plan · $2M · 28 · 28th

  • RANK $2M
  • RANK 28
  • RANK 28th
  • RANK 401(k)
  • RANK near Oaks Park 401(k) Plan
  • RANK ind #353

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →

Square Roots 401(k) Plan in the asset neighbourhood

Square Roots 401(k) Plan$2MOaks Park 401(k) Plan$2MBlended Lam, Inc. 401(k) Plan$2MTrego-Dugan 401(k) Plan$2MMcmillan Enterprises Retirement PlanMcmillan Enterprises Retirem…$2M
End-of-year total assets ($M) among Square Roots 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$122K
Employer EIN813062267
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Square Roots Urban Growers Inc.)

Sponsor-wide plan assets over time

All Square Roots Urban Growers Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.978511344141401% vs 2023
2024 filing year
$1.6M$1.65M$1.7M$1.75M$1.8M$1.85M 20232024 $1.66M $1.8M ▲ +8.4%
Year Plans Participants Total Assets
2023 1 168 $2M
2024 1 28 $2M

Nearby 401(k) Plans in New York

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

Square Roots 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Square Roots 401(k) Plan, Total assets ($B): 0.001795701 · Participants: 28Square Roots 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 Roots 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Square Roots 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Oaks Park 401(k) Plan in OR ($2M); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Roots 401(k) Plan assets move in 2024? ▼
Square Roots 401(k) Plan grew at a solid clip - up 8.0% during 2024, from $2M to $2M. Reported net income was $122K.
How have Square Roots Urban Growers Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Square Roots Urban Growers Inc.'s sponsor-wide assets grew 8.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Square Roots 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oaks Park 401(k) Plan in OR ($2M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Square Roots 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Title Houston Holdings, Ltd 401(k) Plan in TX (28 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 813062267.

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.