ESOP · DOL Form 5500 · 2022
Equus Holdings, Inc. ESOP
Data updated 2026-08-11
- $89M
- Total assets
- 148
- Participants
- 92nd
- Percentile by assets
- $602,177
- Avg per participant
Official DOL plan name: Equus Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Equus Holdings, Inc. · Minnesota · Manufacturing
$89M in assets, 148 participants
Equus Holdings, Inc.'s Equus Holdings, Inc. Employee Stock Ownership Plan reported $89M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #18,117 in Manufacturing (20,602 peers)
Coverage in Minnesota
Equus Holdings, Inc. Employee Stock Ownership Plan covers 148 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $89M.
- $89M
- total plan assets (2022 EOY)
- 148
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $602,177
- avg assets per participant
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Equus Holdings, Inc. Employee Stock Ownership Plan reports 148 participants - about 13% of that state average ($89M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | -$34M |
| Employer EIN | 411827055 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equus Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 323 | $111M |
| 2023 | 2 | 335 | $127M |
| 2024 | 2 | 259 | $115M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
Equus Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Equus Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Equus Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Equus Holdings, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Equus Holdings, Inc.'s sponsor-wide assets have grown 3.8% since 2022 across 3 plan years on file. More Manufacturing plans