401(k) · DOL Form 5500 · 2022

Equus Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
175
Participants Small participant base
78th
Percentile by assets National rank
$123,213
Avg per participant Near avg balance/head
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Official DOL plan name: Equus Employee Savings and Retirement Plan · Sponsored by Equus Holdings, Inc. · Minnesota · Manufacturing

$22M in assets, 175 participants

Equus Holdings, Inc.'s Equus Employee Savings and Retirement Plan reported $22M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,355 in Manufacturing (20,602 peers)

Coverage in Minnesota

Equus Employee Savings and Retirement Plan covers 175 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $22M.

#14,355
in Manufacturing (20,602 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.

Equus Employee Savings and Retirement Plan's outsized position by total assets

Equus Employee Savings and Retirement Plan vs every filed plan by assets

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

$21,562,203 Top 22% higher than 78% 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

Equus Employee Savings and Retirement 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. Equus Employee Savings and Retirement Plan sits mid-pack in the medium band (175 participants).

DOL schedule card

Filing strip 411827055 · Equus Holdings, Inc. PY 2022 · 401(k)

Equus Employee Savings and Retirement Plan · $22M · 175 · 78th

  • 5500 $22M
  • 5500 175
  • 5500 78th
  • 5500 401(k)
  • 5500 near Eye Physicians of Florida 401(k) Profit Sharing Plan
  • 5500 ind #14355

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 Manufacturing retirement plans → · Plans in Minnesota →

Equus Employee Savings and Retirement Plan in the asset neighbourhood

Scientific Certification Systems, Inc. 401(k) Profit Sharing PlanScientific Certification Sys…$22MEquus Employee Savings and Retirement PlanEquus Employee Savings and R…$22MEye Physicians of Florida 401(k) Profit Sharing PlanEye Physicians of Florida 40…$22MHeartland Advisors Employees Profit Sharing/401(k) Plan and TrustHeartland Advisors Employees…$22MEsco Group 401(k) Plan$22M
End-of-year total assets ($M) among Equus Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN411827055
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equus Holdings, Inc.)

Sponsor-wide plan assets over time

All Equus Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 3.7683933124948625% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $111M $115M ▲ +3.8%
Year Plans Participants Total Assets
2022 2 323 $111M
2023 2 335 $127M
2024 2 259 $115M

Nearby 401(k) Plans in Minnesota

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

Equus Employee Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Equus Employee Savings and Retirement Plan, Total assets ($B): 0.021562203 · Participants: 175Equus Employee Savings and Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Equus Employee Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Equus Employee Savings and Retirement Plan side-by-side with 3 peers →

Equus Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Eye Physicians of Florida 401(k) Profit Sharing Plan in FL ($22M); by covered participants it is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Equus Employee Savings and Retirement Plan assets move in 2022? ▼
Equus Employee Savings and Retirement Plan pulled back noticeably - down 13.4% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Equus Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equus Holdings, Inc.'s sponsor-wide assets grew 3.8%, from $111M to $115M.
Where does Equus Employee Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Equus Employee Savings and Retirement Plan ranks in the 78th 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 Equus Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eye Physicians of Florida 401(k) Profit Sharing Plan in FL ($22M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Equus Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants, N/A 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 411827055.

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.