ESOP · DOL Form 5500 · 2023
Equinox Information Systems, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $73,578
- Avg per participant Below avg balance/head
Official DOL plan name: Equinox Information Systems, Inc. Employee Stock Ownership Plan · Sponsored by Equinox Information Systems, Inc. · Tennessee · Information & Media
$2M in assets, 22 participants
Equinox Information Systems, Inc.'s Equinox Information Systems, Inc. Employee Stock Ownership Plan reported $2M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #412 in Information & Media (2,818 peers)
Equinox Information Systems, Inc. multi-year trail
Equinox Information Systems, Inc.'s plans moved -65.7% in assets from 2022 to 2024; this filing shows Equinox Information Systems, Inc. Employee Stock Ownership Plan at $2M / 22 participants.
- #412
- in Information & Media (2,818 peers)
- +21.2%
- assets growth YoY
Equinox Information Systems, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Equinox Information Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,618,720 28th percentile higher than 28% 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
Equinox Information Systems, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equinox Information Systems, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Equinox Information Systems, Inc. Employee Stock Ownership Plan reported net income fell from $440K in the plan year 2022 filing to $283K in the plan year 2023 filing.
- Equinox Information Systems, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Equinox Information Systems, Inc. Employee Stock Ownership Plan reported participants rose from 21 in the plan year 2022 filing to 22 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 621300862 · Equinox Information Systems, Inc. PY 2023 · ESOP
Equinox Information Systems, Inc. Employee Stock Ownership Plan · $2M · 22 · 28th
- NET $2M
- NET 22
- NET 28th
- NET ESOP
- NET near Superior Security Specialists, Inc. Employee Stock Ownership Plan
- NET ind #412
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 What is an ESOP? → · Plans in Tennessee →
Equinox Information Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Equinox Information Systems, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Equinox Information Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 65.72687022391888% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 44 | $7M |
| 2023 | 2 | 44 | $8M |
| 2024 | 2 | 41 | $2M |
Equinox Information Systems, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $283K |
| Employer EIN | 621300862 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
- National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
- 3ls, Inc. Employee Stock Ownership Plan $134M · 424
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
Equinox Information Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Tennessee, the nearest ESOP by assets is Superior Security Specialists, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Superior Security Specialists, Inc. Employee Stock Ownership Plan (CA) $2M · 37
- Best Friends Pet Care Holdings, Inc. Employee Stock Ownership Plan (CT) $2M · 156
- Mold-Base Industries, Inc. Employee Stock Ownership Plan (PA) $2M · 12
- Devore Aviation Corporation of America Employee Stock Ownership Plan (NM) $2M · 19
Similar participant headcount
Nearest other-state filings by covered participants (22 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.