Defined Benefit (Pension) · DOL Form 5500 · 2022
Equitable Financial Life Insurance Company Pension Plan
Data updated 2026-08-11
- $1.8B
- Total assets
- 2,752
- Participants
- 99th
- Percentile by assets
- $660,574
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.8B
- total plan assets (2022 EOY)
- 2,752
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $660,574
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Equitable Retirement Plan reports 2,752 participants - 3.4x that state average ($1.8B EOY assets).
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)
| 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.
Equitable Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Equitable Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Equitable Retirement Plan assets move in 2022? ▼
How have Equitable Financial Life Insurance Company plan assets changed over time? ▼
Where does Equitable Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Equitable Retirement Plan? ▼
Next read for Equitable Retirement Plan
Filing takeaways
Ways to act on Equitable Retirement Plan's numbers.
- By total assets, Equitable Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Equitable Financial Life Insurance Company's sponsor-wide assets have grown 140.4% since 2022 across 3 plan years on file. More Finance & Insurance plans