401(k) · DOL Form 5500 · 2023

Equus Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
181
Participants Below avg headcount
76th
Percentile by assets National rank
$136,628
Avg per participant Near avg balance/head
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Official DOL plan name: Equus Employee Savings and Retirement Plan · Sponsored by Equus Holdings, Inc. · Minnesota · Manufacturing

$25M in assets, 181 participants

Equus Holdings, Inc.'s Equus Employee Savings and Retirement Plan reported $25M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,571 in Manufacturing (18,722 peers)

Coverage in Minnesota

Equus Employee Savings and Retirement Plan covers 181 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $25M.

#12,571
in Manufacturing (18,722 peers)
+14.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Equus Employee Savings and Retirement Plan's outsized position by total assets

Equus Employee Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,729,748 Top 24% higher than 76% of 127,068 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 2023

Equus Employee Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equus Employee Savings and Retirement Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equus Employee Savings and Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Equus Employee Savings and Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Equus Employee Savings and Retirement Plan reported participants rose from 175 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411827055 · Equus Holdings, Inc. PY 2023 · 401(k)

Equus Employee Savings and Retirement Plan · $25M · 181 · 76th

  • SCH $25M
  • EBSA 181
  • PART 76th
  • TYPE 401(k)
  • NET near M. H. Eby, Inc 401(k) Profit Sharing Plan
  • BOOK ind #12571

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 Manufacturing retirement plans → · Plans in Minnesota →

Equus Employee Savings and Retirement Plan in the asset neighbourhood

Equus Employee Savings and Retirement PlanEquus Employee Savings and R…$25MM. H. Eby, Inc 401(k) Profit Sharing PlanM. H. Eby, Inc 401(k) Profit…$25MPason Systems USA Corp. 401(k) PlanPason Systems USA Corp. 401(…$25MEquitrust Life Insurance Company Retirement Savings PlanEquitrust Life Insurance Com…$25MLamers Bus Lines, Inc. 401(k) Profit Sharing PlanLamers Bus Lines, Inc. 401(k…$25M
End-of-year total assets ($M) among Equus Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN411827055
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equus Holdings, Inc.)

Sponsor-wide plan assets over time

All Equus Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 3.7683933124948625% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $111M $115M ▲ +3.8%
Year Plans Participants Total Assets
2022 2 323 $111M
2023 2 335 $127M
2024 2 259 $115M

Nearby 401(k) Plans in Minnesota

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

Equus Employee Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Equus Employee Savings and Retirement Plan, Total assets ($B): 0.024729748 · Participants: 181Equus Employee Savings and Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Equus Employee Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Equus Employee Savings and Retirement Plan side-by-side with 3 peers →

Equus Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is M. H. Eby, Inc 401(k) Profit Sharing Plan in PA ($25M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Equus Employee Savings and Retirement Plan assets move in 2023? ▼
Equus Employee Savings and Retirement Plan grew at a solid clip - up 14.7% during 2023, from $22M to $25M. Reported net income was $3M.
How have Equus Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equus Holdings, Inc.'s sponsor-wide assets grew 3.8%, from $111M to $115M.
Where does Equus Employee Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Equus Employee Savings and Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Equus Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is M. H. Eby, Inc 401(k) Profit Sharing Plan in PA ($25M, 474 participants).
Which 401(k) plans cover a similar participant headcount to Equus Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411827055.

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.