401(k) · DOL Form 5500 · 2022

Quaker Equities, Ltd. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
249
Participants Below avg headcount
81st
Percentile by assets National rank
$103,204
Avg per participant Below avg balance/head
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Official DOL plan name: Quaker Equities, Ltd. 401(k) Plan · Sponsored by Quaker Equities, Ltd. · New York · Management of Enterprises

$26M in assets, 249 participants

Quaker Equities, Ltd.'s Quaker Equities, Ltd. 401(k) Plan reported $26M in total assets and 249 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #738 in Management of Enterprises (1,193 peers)

Coverage in New York

Quaker Equities, Ltd. 401(k) Plan covers 249 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $26M.

#738
in Management of Enterprises (1,193 peers)
-14.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M 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's outsized position by total assets

Quaker Equities, Ltd. 401(k) Plan vs every filed plan by assets

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

$25,697,697 Top 19% higher than 81% 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

Quaker Equities, Ltd. 401(k) 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. Quaker Equities, Ltd. 401(k) Plan sits mid-pack in the medium band (249 participants).

Plan-year Form 5500 strip

Filing strip 133411457 · Quaker Equities, Ltd. PY 2022 · 401(k)

Quaker Equities, Ltd. 401(k) Plan · $26M · 249 · 81st

  • VS-ST $26M
  • VS-ST 249
  • VS-ST 81st
  • VS-ST 401(k)
  • VS-ST near Eagle Group 401(k) Retirement Plan
  • VS-ST ind #738

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 in the asset neighbourhood

Quaker Equities, Ltd. 401(k) PlanQuaker Equities, Ltd. 401(k)…$26MEagle Group 401(k) Retirement PlanEagle Group 401(k) Retiremen…$26MAssociated Asphalt Partners Retirement and Savings PlanAssociated Asphalt Partners …$26MAllogene Therapeutics, Inc. 401(k) PlanAllogene Therapeutics, Inc. …$26MS & S Activewear, LLC 401(k) Retirement Savings PlanS & S Activewear, LLC 401(k)…$26M
End-of-year total assets ($M) among Quaker Equities, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN133411457
Plan Effective Date1996-12-01
Filing StatusFILING 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
$25M$30M$35M$40M$45M 202220232024 $27.7M $40.6M ▲ +46.6%
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.

Quaker Equities, Ltd. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Quaker Equities, Ltd. 401(k) Plan, Total assets ($B): 0.025697697 · Participants: 249Quaker Equities, Ltd. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Quaker Equities, Ltd. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Quaker Equities, Ltd. 401(k) Plan side-by-side with 3 peers →

Quaker Equities, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Eagle Group 401(k) Retirement Plan in DE ($26M); by covered participants it is Craig Resources Inc. 401(k) Plan in KS (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Quaker Equities, Ltd. 401(k) Plan assets move in 2022? ▼
Quaker Equities, Ltd. 401(k) Plan pulled back noticeably - down 14.6% during 2022, from $30M to $26M. Reported net income was -$5M.
How have Quaker Equities, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quaker Equities, Ltd.'s sponsor-wide assets grew 46.6%, from $28M to $41M.
Where does Quaker Equities, Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Quaker Equities, Ltd. 401(k) Plan ranks in the 81st 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 Quaker Equities, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Group 401(k) Retirement Plan in DE ($26M, 386 participants).
Which 401(k) plans cover a similar participant headcount to Quaker Equities, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Craig Resources Inc. 401(k) Plan in KS (249 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 133411457.

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.