401(k) · DOL Form 5500 · 2022
Equus Capital Partners, Ltd. 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 279
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $200,091
- Avg per participant Above avg balance/head
Official DOL plan name: Equus Capital Partners, Ltd. 401(k) Savings Plan · Sponsored by Equus Capital Partners, Ltd. · Pennsylvania · Real Estate
$56M in assets, 279 participants
Equus Capital Partners, Ltd.'s Equus Capital Partners, Ltd. 401(k) Savings Plan reported $56M in total assets and 279 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #4,868 in Real Estate (5,057 peers)
Coverage in Pennsylvania
Equus Capital Partners, Ltd. 401(k) Savings Plan covers 279 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $56M.
- #4,868
- in Real Estate (5,057 peers)
- -12.7%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Equus Capital Partners, Ltd. 401(k) Savings Plan's outsized position by total assets
Equus Capital Partners, Ltd. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$55,825,474 Top 11% higher than 89% 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
Equus Capital Partners, Ltd. 401(k) Savings 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 Capital Partners, Ltd. 401(k) Savings Plan sits mid-pack in the medium band (279 participants).
DOL schedule card
Filing strip 200971206 · Equus Capital Partners, Ltd. PY 2022 · 401(k)
Equus Capital Partners, Ltd. 401(k) Savings Plan · $56M · 279 · 89th
- RANK $56M
- RANK 279
- RANK 89th
- RANK 401(k)
- RANK near Vtech USA 401(k) Plan
- RANK ind #4868
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 →
Equus Capital Partners, Ltd. 401(k) Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$8M |
| Employer EIN | 200971206 |
| Plan Effective Date | 2012-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equus Capital Partners, Ltd.)
Sponsor-wide plan assets over time
All Equus Capital Partners, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 23.97550086184669% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 279 | $56M |
| 2023 | 1 | 301 | $61M |
| 2024 | 1 | 311 | $69M |
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
Equus Capital Partners, Ltd. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Vtech USA 401(k) Plan in OR ($56M); by covered participants it is Norwalk Hospital Employee Savings Plan in CT (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Vtech USA 401(k) Plan (OR) $56M · 218
- Matrix Technologies Profit Sharing & Savings Plan (OH) $56M · 270
- Hiscox, Inc. 401(k) Profit Sharing Plan (NY) $56M · 508
- Horizon Global 401(k) Plan (MI) $56M · 482
Similar participant headcount
Nearest other-state filings by covered participants (279 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.