401(k) · DOL Form 5500 · 2023

Equus Capital Partners, Ltd. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
301
Participants Below avg headcount
87th
Percentile by assets National rank
$202,517
Avg per participant Above avg balance/head
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Official DOL plan name: Equus Capital Partners, Ltd. 401(k) Savings Plan · Sponsored by Equus Capital Partners, Ltd. · Pennsylvania · Real Estate

$61M in assets, 301 participants

Equus Capital Partners, Ltd.'s Equus Capital Partners, Ltd. 401(k) Savings Plan reported $61M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,521 in Real Estate (4,727 peers)

Coverage in Pennsylvania

Equus Capital Partners, Ltd. 401(k) Savings Plan covers 301 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $61M.

#4,521
in Real Estate (4,727 peers)
+9.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Equus Capital Partners, Ltd. 401(k) Savings Plan's outsized position by total assets

Equus Capital Partners, Ltd. 401(k) Savings Plan vs every filed plan by assets

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

$60,957,589 Top 13% higher than 87% 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 Capital Partners, Ltd. 401(k) Savings 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 Capital Partners, Ltd. 401(k) Savings Plan sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equus Capital Partners, Ltd. 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Equus Capital Partners, Ltd. 401(k) Savings Plan end-of-year assets rose from $56M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Equus Capital Partners, Ltd. 401(k) Savings Plan reported participants rose from 279 in the plan year 2022 filing to 301 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200971206 · Equus Capital Partners, Ltd. PY 2023 · 401(k)

Equus Capital Partners, Ltd. 401(k) Savings Plan · $61M · 301 · 87th

  • EOY $61M
  • EOY 301
  • EOY 87th
  • EOY 401(k)
  • EOY near Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #4521

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 Real Estate retirement plans → · Plans in Pennsylvania →

Equus Capital Partners, Ltd. 401(k) Savings Plan in the asset neighbourhood

Equus Capital Partners, Ltd. 401(k) Savings PlanEquus Capital Partners, Ltd.…$61MMlsc Holding Co., Inc. Employee Stock Ownership Plan and TrustMlsc Holding Co., Inc. Emplo…$61MAmpere Computing 401(k) Plan$61MLink Snacks, Inc. Savings and Retirement PlanLink Snacks, Inc. Savings an…$61MMarshall & Sterling Enterprises, Inc. 401(k) PlanMarshall & Sterling Enterpri…$61M
End-of-year total assets ($M) among Equus Capital Partners, Ltd. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$61M
Net Income$5M
Employer EIN200971206
Plan Effective Date2012-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Equus Capital Partners, Ltd.)

Sponsor-wide plan assets over time

All Equus Capital Partners, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 23.97550086184669% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.8M $69.2M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 279 $56M
2023 1 301 $61M
2024 1 311 $69M

Nearby 401(k) Plans in Pennsylvania

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

Equus Capital Partners, Ltd. 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Equus Capital Partners, Ltd. 401(k) Savings Plan, Total assets ($B): 0.060957589 · Participants: 301Equus Capital Partners, Ltd. 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Equus Capital Partners, Ltd. 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Equus Capital Partners, Ltd. 401(k) Savings Plan side-by-side with 3 peers →

Equus Capital Partners, Ltd. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust in UT ($61M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Capital Partners, Ltd. 401(k) Savings Plan assets move in 2023? ▼
Equus Capital Partners, Ltd. 401(k) Savings Plan grew at a solid clip - up 9.2% during 2023, from $56M to $61M. Reported net income was $5M.
How have Equus Capital Partners, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equus Capital Partners, Ltd.'s sponsor-wide assets grew 24.0%, from $56M to $69M.
Where does Equus Capital Partners, Ltd. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Equus Capital Partners, Ltd. 401(k) Savings Plan ranks in the 87th 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 Capital Partners, Ltd. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust in UT ($61M, 912 participants).
Which 401(k) plans cover a similar participant headcount to Equus Capital Partners, Ltd. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (301 participants, $1M 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 200971206.

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.