Profit Sharing · DOL Form 5500 · 2023
The Equity Group Inc. Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $958,005
- Avg per participant High balance/head
Official DOL plan name: The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 · Sponsored by The Equity Group Inc. · New York · Professional & Technical Services
$11M in assets, 12 participants
The Equity Group Inc.'s The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 reported $11M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,301 in Professional & Technical Services (20,321 peers)
The Equity Group Inc. multi-year trail
The Equity Group Inc.'s plans moved -59.2% in assets from 2022 to 2024; this filing shows The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 at $11M / 12 participants.
- #12,301
- in Professional & Technical Services (20,321 peers)
- -42.6%
- assets change YoY
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80's mid-pack asset rank among Professional & Technical Services and all filers
The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,496,065 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 reported net income rose from -$19M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
- The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 end-of-year assets fell from $20M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 132789149 · The Equity Group Inc. PY 2023 · Profit Sharing
The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 · $11M · 12 · 62nd
- EIN $11M
- EIN 12
- EIN 62nd
- EIN Profit Sharing
- EIN near The Institute of Contemporary Art 403(b) DC Plan
- EIN ind #12301
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 Professional & Technical Services retirement plans → · Plans in New York →
The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 in the asset neighbourhood
The Equity Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Equity Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 59.1582497283171% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $20M |
| 2023 | 1 | 12 | $11M |
| 2024 | 1 | 14 | $8M |
The Equity Group Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$9M |
| Employer EIN | 132789149 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is The Institute of Contemporary Art 403(b) DC Plan in MA ($11M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- The Institute of Contemporary Art 403(b) DC Plan (MA) $11M · 157
- Vpm Media Corporation 403b Savings Plan (VA) $11M · 109
- The Baldwin School of P.R. Profit Sharing Plan (PR) $12M · 139
- Westminster Services, Inc. Retirement Plan (FL) $12M · 1,543
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
- Watering Lane Ventures, Inc. Profit Sharing Plan (NH) 12 · 0 off
- Pence Visual Communications Inc. Retirement Plan (OH) 12 · 0 off
- American Century Investments (CA) 12 · 0 off
- K&s Holdings Group, Inc. Retirement Plan (FL) 12 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.