401(k) · DOL Form 5500 · 2023
Board of Trustees of the Equity League 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- $488M
- Total assets Above avg plan size
- 23,067
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $21,163
- Avg per participant Low balance/head
Official DOL plan name: Equity League 401(k) Plan · Sponsored by Board of Trustees of the Equity League 401(k) Plan · New York · Arts, Entertainment & Recreation
$488M in assets, 23,067 participants
Board of Trustees of the Equity League 401(k) Plan's Equity League 401(k) Plan reported $488M in total assets and 23,067 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #2,920 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in New York
Equity League 401(k) Plan covers 23,067 participants in New York, 29x the typical New York plan (state average ~798 per filing). Assets: $488M.
- #2,920
- in Arts, Entertainment & Recreation (2,945 peers)
- +20.0%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Equity League 401(k) Plan's outsized position by total assets
Equity League 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$488,172,174 Top 3% higher than 97% 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
Equity League 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equity League 401(k) Plan is a mega filing (23,067 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Equity League 401(k) Plan reported net income rose from -$77M in the plan year 2022 filing to $82M in the plan year 2023 filing.
- Equity League 401(k) Plan end-of-year assets rose from $407M in the plan year 2022 filing to $488M in the plan year 2023 filing.
- Equity League 401(k) Plan reported participants rose from 22,054 in the plan year 2022 filing to 23,067 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 134155733 · Board of Trustees of the Equity League 401(k) Plan PY 2023 · 401(k)
Equity League 401(k) Plan · $488M · 23,067 · 97th
- EOY $488M
- 5500 23,067
- ASSETS 97th
- PCT 401(k)
- EIN near H.B. Fuller Company 401(k) & Retirement Plan
- RANK ind #2920
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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →
Equity League 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $407M |
|---|---|
| Net Assets (End of Year) | $488M |
| Net Income | $82M |
| Employer EIN | 134155733 |
| Plan Effective Date | 2001-06-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Equity League 401(k) Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Equity League 401(k) Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $557M 36.972655019263776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22,054 | $407M |
| 2023 | 1 | 23,067 | $488M |
| 2024 | 1 | 23,362 | $557M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Equity League 401(k) Plan
Equity League 401(k) Plan reports $488M in end-of-year assets across 23,067 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $21,163 per participant (15% of the national average assets-per-participant) . Net income for plan year 2023 was $82M.
This plan identity (EIN 134155733, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $407M to $557M (+37.0%) while covered participants moved from 22,054 to 23,362 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,054 | $407M | Open filing |
| 2023 | 23,067 | $488M | This page |
| 2024 · index core | 23,362 | $557M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Equity League 401(k) Plan (401(k), $557M, 23,362 participants)
Equity League 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is H.B. Fuller Company 401(k) & Retirement Plan in MN ($488M); by covered participants it is Geisinger System Services 401(k) Savings Plan in PA (23,124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($488M here).
- H.B. Fuller Company 401(k) & Retirement Plan (MN) $488M · 2,561
- Engie 401(k) Plan (TX) $488M · 3,236
- Sulzer Employee Savings Plan (TX) $489M · 1,905
- Blank Rome Profit-Sharing Plan (PA) $488M · 643
Similar participant headcount
Nearest other-state filings by covered participants (23,067 participants); asset peers above are excluded.
- Geisinger System Services 401(k) Savings Plan (PA) 23,124 · 57 off
- Envoy Air Inc. 401(k) Plan (TX) 23,007 · 60 off
- Mclane Company, Inc. Profit Sharing Plan (TX) 23,152 · 85 off
- Eaton Savings Plan (OH) 22,975 · 92 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.