Defined Benefit (Pension) · DOL Form 5500 · 2022
Equitable Financial Life Insurance Company Pension Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 2,752
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $660,574
- Avg per participant High balance/head
Official DOL plan name: Equitable Retirement Plan · Sponsored by Equitable Financial Life Insurance Company · New York · Finance & Insurance
$1.8B in assets, 2,752 participants
Equitable Financial Life Insurance Company's Equitable Retirement Plan reported $1.8B in total assets and 2,752 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,138 in Finance & Insurance (9,261 peers)
Coverage in New York
Equitable Retirement Plan covers 2,752 participants in New York, 3.4x the typical New York plan (state average ~798 per filing). Assets: $1.8B.
- #9,138
- in Finance & Insurance (9,261 peers)
- -24.4%
- assets change YoY
- 18×
- vs typical plan assets (national mean)
The plan reported a net loss of $586M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Equitable Retirement Plan's outsized position by total assets
Equitable Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,817,899,771 Top 1% higher than 99% 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
Equitable Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equitable Retirement Plan lands in the large band (2,752 participants).
DOL schedule card
Filing strip 135570651 · Equitable Financial Life Insurance Company PY 2022 · Defined Benefit (Pension)
Equitable Retirement Plan · $1.8B · 2,752 · 99th
- IND $1.8B
- EOY 2,752
- 5500 99th
- ASSETS Defined Benefit (Pension)
- PCT near Pension Plan a for Employees of Consumer Energy Company
- EIN ind #9138
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 New York →
Equitable Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | -$586M |
| Employer EIN | 135570651 |
| Plan Effective Date | 1943-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equitable Financial Life Insurance Company)
Sponsor-wide plan assets over time
All Equitable Financial Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.4B 140.44955710597313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,752 | $1.8B |
| 2023 | 1 | 2,527 | $1.8B |
| 2024 | 2 | 9,638 | $4.4B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Equitable Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan a for Employees of Consumer Energy Company in MI ($1.8B); by covered participants it is Securian Financial Group Inc Retirement Plan and Trust Agreement in MN (2,753 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Pension Plan a for Employees of Consumer Energy Company (MI) $1.8B · 2,383
- Olin Corporation Employees Pension Plan (MO) $1.8B · 2,293
- Harley-Davidson Retirement Plan (WI) $1.8B · 1,744
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute (OH) $1.8B · 4,661
Similar participant headcount
Nearest other-state filings by covered participants (2,752 participants); asset peers above are excluded.
- Securian Financial Group Inc Retirement Plan and Trust Agreement (MN) 2,753 · 1 off
- Amica Pension Fund (RI) 2,750 · 2 off
- Norton Healthcare, Inc. Retirement Plan (KY) 2,756 · 4 off
- The Aerospace Employees' Retirement Plan (Aerp) (CA) 2,767 · 15 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.