401(k) · DOL Form 5500 · 2022

Equity Trust Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
323
Participants Below avg headcount
77th
Percentile by assets National rank
$59,492
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Equity Trust Company 401(k) Plan · Sponsored by Equity Trust Company · Ohio · Finance & Insurance

$19M in assets, 323 participants

Equity Trust Company's Equity Trust Company 401(k) Plan reported $19M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,844 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Equity Trust Company 401(k) Plan covers 323 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#5,844
in Finance & Insurance (9,261 peers)
-9.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equity Trust Company 401(k) Plan's outsized position by total assets

Equity Trust Company 401(k) Plan vs every filed plan by assets

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

$19,215,921 Top 23% higher than 77% 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

Equity Trust Company 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. Equity Trust Company 401(k) Plan sits mid-pack in the medium band (323 participants).

Plan-year Form 5500 strip

Filing strip 050552743 · Equity Trust Company PY 2022 · 401(k)

Equity Trust Company 401(k) Plan · $19M · 323 · 77th

  • PART $19M
  • TYPE 323
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Mccandlish Holton, PC 401(k) Profit-Sharing Plan
  • BOY ind #5844

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 Finance & Insurance retirement plans → · Plans in Ohio →

Equity Trust Company 401(k) Plan in the asset neighbourhood

Equity Trust Company 401(k) PlanEquity Trust Company 401(k) …$19MMccandlish Holton, PC 401(k) Profit-Sharing PlanMccandlish Holton, PC 401(k)…$19MDialpad 401(k) Plan$19MMysock Chevaillier & Bolden 401(k) PlanMysock Chevaillier & Bolden …$19MStouse, LLC Profit Sharing / 401(k) Savings PlanStouse, LLC Profit Sharing /…$19M
End-of-year total assets ($M) among Equity Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN050552743
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equity Trust Company)

Sponsor-wide plan assets over time

All Equity Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$30M 55.57777324334337% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.2M $29.9M ▲ +55.6%
Year Plans Participants Total Assets
2022 1 323 $19M
2023 1 400 $21M
2024 1 452 $30M

Nearby 401(k) Plans in Ohio

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

Equity Trust Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Equity Trust Company 401(k) Plan, Total assets ($B): 0.019215921 · Participants: 323Equity Trust Company 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Equity Trust Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Equity Trust Company 401(k) Plan side-by-side with 3 peers →

Equity Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Mccandlish Holton, PC 401(k) Profit-Sharing Plan in VA ($19M); by covered participants it is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Equity Trust Company 401(k) Plan assets move in 2022? ▼
Equity Trust Company 401(k) Plan pulled back noticeably - down 9.0% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Equity Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equity Trust Company's sponsor-wide assets grew 55.6%, from $19M to $30M.
Where does Equity Trust Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Equity Trust Company 401(k) Plan ranks in the 77th 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 Equity Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccandlish Holton, PC 401(k) Profit-Sharing Plan in VA ($19M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Equity Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants, $46M 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 050552743.

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.