401(k) · DOL Form 5500 · 2022
Equivest Development, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $102,128
- Avg per participant Below avg balance/head
Official DOL plan name: Equivest Benefits 401(k) Retirement Plan · Sponsored by Equivest Development, Inc. · Pennsylvania · Real Estate
$2M in assets, 18 participants
Equivest Development, Inc.'s Equivest Benefits 401(k) Retirement Plan reported $2M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,581 in Real Estate (5,057 peers)
Equivest Development, Inc. multi-year trail
Equivest Development, Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Equivest Benefits 401(k) Retirement Plan at $2M / 18 participants.
- #2,581
- in Real Estate (5,057 peers)
- -17.9%
- assets change YoY
The plan reported a net loss of $400K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Equivest Benefits 401(k) Retirement Plan among the smaller filed plans by assets
Equivest Benefits 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,838,300 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Equivest Benefits 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equivest Benefits 401(k) Retirement Plan is a small filing (18 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 232277015 · Equivest Development, Inc. PY 2022 · 401(k)
Equivest Benefits 401(k) Retirement Plan · $2M · 18 · 32nd
- BOOK $2M
- VS-ST 18
- BOY 32nd
- SCH 401(k)
- EBSA near Tec-Hackett, Inc. 401(k) Profit Sharing Plan
- PART ind #2581
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 Real Estate retirement plans → · Plans in Pennsylvania →
Equivest Benefits 401(k) Retirement Plan in the asset neighbourhood
Equivest Development, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Equivest Development, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 44.99075232551814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $2M |
| 2023 | 1 | 16 | $2M |
| 2024 | 1 | 18 | $3M |
Equivest Development, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$400K |
| Employer EIN | 232277015 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Equivest Benefits 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Tec-Hackett, Inc. 401(k) Profit Sharing Plan in IN ($2M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 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 (18 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.