Other
2022 plan-year Other DOL Form 5500

2GR EQUITY TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

2GR EQUITY TRUST

This Other plan holds N/A in total assets and serves 2 participants as of 2022. It is sponsored by 2GR EQUITY TRUST in Texas.

Total Assets (2023)
N/A
Participants
2
State
Industry
Unclassified

What the Filing Says About 2GR EQUITY TRUST

2GR EQUITY TRUST is a Other retirement plan sponsored by 2GR EQUITY TRUST, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2 participants across the Unclassified industry. The sponsor's EIN on file with the U.S. Department of Labor is 854126172, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN854126172
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (2GR EQUITY TRUST)

Year Plans Participants Total Assets
2022 1 2 N/A
2023 1 4 N/A
2024 1 4 N/A

Nearby Other Plans in Texas

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 2GR EQUITY TRUST?
As of the 2022 Form 5500 filing, 2GR EQUITY TRUST holds N/A in total assets with 2 participants. It is sponsored by 2GR EQUITY TRUST.
What type of plan is 2GR EQUITY TRUST?
2GR EQUITY TRUST is a Other plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 854126172.
Who sponsors the 2GR EQUITY TRUST?
2GR EQUITY TRUST is sponsored by 2GR EQUITY TRUST, located in Texas. The sponsor's EIN is 854126172 and the plan operates in the Unclassified industry.
How did 2GR EQUITY TRUST perform in 2022?
2GR EQUITY TRUST held N/A in total assets at the end of 2022.
Where can I find official filings for 2GR EQUITY TRUST?
Official Form 5500 filings for 2GR EQUITY TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 854126172 or plan name at efast.dol.gov.
How does 2GR EQUITY TRUST compare to other plans?
You can compare 2GR EQUITY TRUST against other Other plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 854126172.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.