401(k) · DOL Form 5500 · 2022

Equity Resources, Inc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
260
Participants Below avg headcount
77th
Percentile by assets National rank
$73,537
Avg per participant Below avg balance/head
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Official DOL plan name: Equity Resources, Inc 401(k) Profit Sharing Plan · Sponsored by Equity Resources, Inc · Ohio · Finance & Insurance

$19M in assets, 260 participants

Equity Resources, Inc's Equity Resources, Inc 401(k) Profit Sharing Plan reported $19M in total assets and 260 participants in its 2022 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.

  • #5,831 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Equity Resources, Inc 401(k) Profit Sharing Plan covers 260 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#5,831
in Finance & Insurance (9,261 peers)
-13.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equity Resources, Inc 401(k) Profit Sharing Plan's outsized position by total assets

Equity Resources, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,119,543 Top 23% higher than 77% of 139,123 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 2022

Equity Resources, Inc 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equity Resources, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (260 participants).

Published 5500 schedule card

Filing strip 311401378 · Equity Resources, Inc PY 2022 · 401(k)

Equity Resources, Inc 401(k) Profit Sharing Plan · $19M · 260 · 77th

  • SCH $19M
  • EBSA 260
  • PART 77th
  • TYPE 401(k)
  • NET near Blower-Dempsay Corporation Retirement Savings Plan
  • BOOK ind #5831

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 Finance & Insurance retirement plans → · Plans in Ohio →

Equity Resources, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Equity Resources, Inc 401(k) Profit Sharing PlanEquity Resources, Inc 401(k)…$19MBlower-Dempsay Corporation Retirement Savings PlanBlower-Dempsay Corporation R…$19MSpine Wave, Inc. 401(k) Profit Sharing Plan and TrustSpine Wave, Inc. 401(k) Prof…$19MDzsp 21 LLC Retirement Savings PlanDzsp 21 LLC Retirement Savin…$19MConstructors, Inc. 401(k) PlanConstructors, Inc. 401(k) Pl…$19M
End-of-year total assets ($M) among Equity Resources, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN311401378
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equity Resources, Inc)

Sponsor-wide plan assets over time

All Equity Resources, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 22.078331056343764% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.1M $23.3M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 260 $19M
2023 1 245 $21M
2024 1 214 $23M

Nearby 401(k) Plans in Ohio

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

Equity Resources, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Equity Resources, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.019119543 · Participants: 260Equity Resources, Inc 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Equity Resources, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Equity Resources, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Equity Resources, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Blower-Dempsay Corporation Retirement Savings Plan in CA ($19M); by covered participants it is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Equity Resources, Inc 401(k) Profit Sharing Plan assets move in 2022? ▼
Equity Resources, Inc 401(k) Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Equity Resources, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equity Resources, Inc's sponsor-wide assets grew 22.1%, from $19M to $23M.
Where does Equity Resources, Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Equity Resources, Inc 401(k) Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Equity Resources, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blower-Dempsay Corporation Retirement Savings Plan in CA ($19M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Equity Resources, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311401378.

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.