401(k) · DOL Form 5500 · 2022
Quaker Equities, Ltd. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 226
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $8,839
- Avg per participant Low balance/head
Official DOL plan name: Quaker Equities, Ltd 401(k) Plan for Union Members · Sponsored by Quaker Equities, Ltd. · New York · Management of Enterprises
$2M in assets, 226 participants
Quaker Equities, Ltd.'s Quaker Equities, Ltd 401(k) Plan for Union Members reported $2M in total assets and 226 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #239 in Management of Enterprises (1,193 peers)
Coverage in New York
Quaker Equities, Ltd 401(k) Plan for Union Members covers 226 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $2M.
- #239
- in Management of Enterprises (1,193 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $252K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Quaker Equities, Ltd 401(k) Plan for Union Members's mid-pack asset rank among Management of Enterprises and all filers
Quaker Equities, Ltd 401(k) Plan for Union Members vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,997,623 34th percentile higher than 34% 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
Quaker Equities, Ltd 401(k) Plan for Union Members 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. Quaker Equities, Ltd 401(k) Plan for Union Members sits mid-pack in the medium band (226 participants).
DOL schedule card
Filing strip 133411457 · Quaker Equities, Ltd. PY 2022 · 401(k)
Quaker Equities, Ltd 401(k) Plan for Union Members · $2M · 226 · 34th
- PCT $2M
- PCT 226
- PCT 34th
- PCT 401(k)
- PCT near Concrete Companies Employee's 401(k) Plan
- PCT ind #239
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 Management of Enterprises retirement plans → · Plans in New York →
Quaker Equities, Ltd 401(k) Plan for Union Members in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$252K |
| Employer EIN | 133411457 |
| Plan Effective Date | 1996-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Quaker Equities, Ltd.)
Sponsor-wide plan assets over time
All Quaker Equities, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 46.59778258564985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 475 | $28M |
| 2023 | 1 | 292 | $33M |
| 2024 | 1 | 291 | $41M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Quaker Equities, Ltd 401(k) Plan for Union Members's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Concrete Companies Employee's 401(k) Plan in NC ($2M); by covered participants it is H&m Trucking, Inc. 401(k) Plan in NE (226 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 (226 participants); asset peers above are excluded.
- H&m Trucking, Inc. 401(k) Plan (NE) 226 · 0 off
- Narragansett Brewing Company 401(k) Profit Sharing Plan & Trust (RI) 226 · 0 off
- Gf Machining Solutions Retirement Savings Plan (IL) 226 · 0 off
- Lift-All Company, Inc. Profit Sharing Plan (PA) 226 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.