401(k) · DOL Form 5500 · 2022

Equilibrium Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
37
Participants Small participant base
47th
Percentile by assets National rank
$111,528
Avg per participant Below avg balance/head
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Official DOL plan name: Equilibrium Capital Management, Inc. Retirement Trust · Sponsored by Equilibrium Capital Management, Inc. · Oregon · Finance & Insurance

$4M in assets, 37 participants

Equilibrium Capital Management, Inc.'s Equilibrium Capital Management, Inc. Retirement Trust reported $4M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,981 in Finance & Insurance (9,261 peers)

Equilibrium Capital Management, Inc. multi-year trail

Equilibrium Capital Management, Inc.'s plans moved +55.4% in assets from 2022 to 2024; this filing shows Equilibrium Capital Management, Inc. Retirement Trust at $4M / 37 participants.

#2,981
in Finance & Insurance (9,261 peers)
+3.4%
assets growth YoY

Equilibrium Capital Management, Inc. Retirement Trust's mid-pack asset rank among Finance & Insurance and all filers

Equilibrium Capital Management, Inc. Retirement Trust vs every filed plan by assets

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

$4,126,546 47th percentile higher than 47% 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

Equilibrium Capital Management, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equilibrium Capital Management, Inc. Retirement Trust is a small filing (37 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 452716096 · Equilibrium Capital Management, Inc. PY 2022 · 401(k)

Equilibrium Capital Management, Inc. Retirement Trust · $4M · 37 · 47th

  • ASSETS $4M
  • ASSETS 37
  • ASSETS 47th
  • ASSETS 401(k)
  • ASSETS near Coastal Auto Parts 401(k) Plan
  • ASSETS ind #2981

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 Oregon →

Equilibrium Capital Management, Inc. Retirement Trust in the asset neighbourhood

Equilibrium Capital Management, Inc. Retirement TrustEquilibrium Capital Manageme…$4MCoastal Auto Parts 401(k) PlanCoastal Auto Parts 401(k) Pl…$4MSeattle Hockey Partners LLC 401(k) PlanSeattle Hockey Partners LLC …$4MC&c Meat Sales Inc. 401(k) PlanC&c Meat Sales Inc. 401(k) P…$4MArbitersports, LLC 401(k) PlanArbitersports, LLC 401(k) Pl…$4M
End-of-year total assets ($M) among Equilibrium Capital Management, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Equilibrium Capital Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Equilibrium Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 55.40410793918207% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.13M $6.41M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 41 $6M
2024 1 37 $6M

Equilibrium Capital Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$136K
Employer EIN452716096
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Equilibrium Capital Management, Inc. Retirement Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Equilibrium Capital Management, Inc. Retirement Trust, Total assets ($B): 0.004126546 · Participants: 37Equilibrium Capital Management, Inc. Retirement Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Equilibrium Capital Management, Inc. Retirement Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Equilibrium Capital Management, Inc. Retirement Trust side-by-side with 3 peers →

Equilibrium Capital Management, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Coastal Auto Parts 401(k) Plan in ME ($4M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Equilibrium Capital Management, Inc. Retirement Trust assets move in 2022? ▼
Equilibrium Capital Management, Inc. Retirement Trust edged up modestly - up 3.4% during 2022, from $4M to $4M. Reported net income was $136K.
How have Equilibrium Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equilibrium Capital Management, Inc.'s sponsor-wide assets grew 55.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Equilibrium Capital Management, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Coastal Auto Parts 401(k) Plan in ME ($4M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Equilibrium Capital Management, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K 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 452716096.

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.