401(k) · DOL Form 5500 · 2022

Equiniti Trust Company 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
614
Participants Below avg headcount
92nd
Percentile by assets National rank
$139,275
Avg per participant Near avg balance/head
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Official DOL plan name: Equiniti 401(k) Plan · Sponsored by Equiniti Trust Company · New York · Finance & Insurance

$86M in assets, 614 participants

Equiniti Trust Company's Equiniti 401(k) Plan reported $86M in total assets and 614 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,053 in Finance & Insurance (9,261 peers)

Where Equiniti 401(k) Plan sits by assets

Equiniti 401(k) Plan sits in the top 10% of all filed plans by assets, $86M for 614 participants (~$139,275/participant), up 117.1% in 2022.

#8,053
in Finance & Insurance (9,261 peers)
+117.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equiniti 401(k) Plan's outsized position by total assets

Equiniti 401(k) Plan vs every filed plan by assets

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

$85,514,746 Top 8% higher than 92% 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

Equiniti 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. Equiniti 401(k) Plan sits mid-pack in the medium band (614 participants).

Form 5500 schedule snapshot

Filing strip 823568672 · Equiniti Trust Company PY 2022 · 401(k)

Equiniti 401(k) Plan · $86M · 614 · 92nd

  • EOY $86M
  • EOY 614
  • EOY 92nd
  • EOY 401(k)
  • EOY near Plum Healthcare Group 401(k) Plan
  • EOY ind #8053

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 →

Equiniti 401(k) Plan in the asset neighbourhood

Plum Healthcare Group 401(k) PlanPlum Healthcare Group 401(k)…$86MEquiniti 401(k) Plan$86MAllied Services Foundation, Inc. 401(k) Retirement Savings PlanAllied Services Foundation, …$86MGeon Performance Solutions 401(k) PlanGeon Performance Solutions 4…$86MG & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Retirement PlanG & J Pepsi-Cola Bottlers, I…$86M
End-of-year total assets ($M) among Equiniti 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$86M
Net Income-$4M
Employer EIN823568672
Plan Effective Date2018-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Equiniti 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Equiniti 401(k) Plan, Total assets ($B): 0.085514746 · Participants: 614Equiniti 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
Equiniti 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Equiniti 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Plum Healthcare Group 401(k) Plan in CA ($86M); by covered participants it is Savings Plan of Danny Herman Trucking Employees in TN (614 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (614 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 Equiniti 401(k) Plan assets move in 2022? ▼
Equiniti 401(k) Plan surged - up 117.1% during 2022, from $39M to $86M. Reported net income was -$4M.
Where does Equiniti 401(k) Plan rank by assets among Form 5500 filers? ▼
Equiniti 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Equiniti 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plum Healthcare Group 401(k) Plan in CA ($86M, 8,930 participants).
Which 401(k) plans cover a similar participant headcount to Equiniti 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Savings Plan of Danny Herman Trucking Employees in TN (614 participants, $13M 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 823568672.

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.