Profit Sharing · DOL Form 5500 · 2022

The Equity Group Inc. Profit Sharing Plan

Data updated 2026-08-11

$20M
Total assets
13
Participants
77th
Percentile by assets
$1.5M
Avg per participant
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Official DOL plan name: The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 · Sponsored by The Equity Group Inc. · New York · Professional & Technical Services

$20M in assets, 13 participants

The Equity Group Inc.'s The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 reported $20M in total assets and 13 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.

  • 77th percentile by assets (of 139,126 plans)
  • #16,722 in Professional & Technical Services (21,562 peers)

Where The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 sits by assets

The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 sits in the top quartile of all filed plans by assets, $20M for 13 participants (~$1.5M/participant), down 48.7% in 2022.

$20M
total plan assets (2022 EOY)
13
covered participants
77th
percentile by assets (of 139,126 plans)
$1.5M
avg assets per participant

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 vs the 2022 asset distribution

By assets, The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$20M
Net Income-$19M
Employer EIN132789149
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Equity Group Inc.)

$5M$10M$15M$20M$25M 202220232024 $20M $8.18M ▼ -59.1%
Total plan assets by year, all The Equity Group Inc. plans on file
Year Plans Participants Total Assets
2022 1 13 $20M
2023 1 12 $11M
2024 1 14 $8M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 vs. nearby Profit Sharing plans in New York, assets vs. participants

The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Equity Group Inc…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 by total assets, not by location.

Frequently Asked Questions

How did The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 assets move in 2022?
The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 contracted severely - down 48.7% during 2022, from $39M to $20M. Reported net income was -$19M.
How have The Equity Group Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Equity Group Inc.'s sponsor-wide assets declined 59.2%, from $20M to $8M.
Where does The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 rank by assets among Form 5500 filers?
The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 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 Profit Sharing plans are similar in size to The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80?
Among Profit Sharing plans in other states, the closest by assets is Asbury Carbons, Inc. Profit Sharing Plan in NJ ($20M, 160 participants).

Next read for The Equity Group Inc. Profit Sharing Pla…

Scale reading

Ways to act on The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80's numbers.