401(k) · DOL Form 5500 · 2023

Equilibrium Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
41
Participants Small participant base
47th
Percentile by assets National rank
$141,347
Avg per participant Near avg balance/head
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Official DOL plan name: Equilibrium Capital Management, Inc. Retirement Trust · Sponsored by Equilibrium Capital Management, Inc. · Oregon · Finance & Insurance

$6M in assets, 41 participants

Equilibrium Capital Management, Inc.'s Equilibrium Capital Management, Inc. Retirement Trust reported $6M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,982 in Finance & Insurance (8,869 peers)

Equilibrium Capital Management, Inc. multi-year trail

Equilibrium Capital Management, Inc.'s plans moved +55.4% in assets from 2022 to 2024; this filing shows Equilibrium Capital Management, Inc. Retirement Trust at $6M / 41 participants.

#2,982
in Finance & Insurance (8,869 peers)
+40.4%
assets growth YoY

Equilibrium Capital Management, Inc. Retirement Trust's mid-pack asset rank among Finance & Insurance and all filers

Equilibrium Capital Management, Inc. Retirement Trust vs every filed plan by assets

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

$5,795,227 47th percentile higher than 47% 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

Equilibrium Capital Management, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equilibrium Capital Management, Inc. Retirement Trust is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equilibrium Capital Management, Inc. Retirement Trust reported net income rose from $136K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Equilibrium Capital Management, Inc. Retirement Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Equilibrium Capital Management, Inc. Retirement Trust reported participants rose from 37 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 452716096 · Equilibrium Capital Management, Inc. PY 2023 · 401(k)

Equilibrium Capital Management, Inc. Retirement Trust · $6M · 41 · 47th

  • EIN $6M
  • EIN 41
  • EIN 47th
  • EIN 401(k)
  • EIN near Aog LLC Dba Trufoodmfg 401(k) Plan
  • EIN ind #2982

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 Finance & Insurance retirement plans → · Plans in Oregon →

Equilibrium Capital Management, Inc. Retirement Trust in the asset neighbourhood

Equilibrium Capital Management, Inc. Retirement TrustEquilibrium Capital Manageme…$6MAog LLC Dba Trufoodmfg 401(k) PlanAog LLC Dba Trufoodmfg 401(k…$6MThe Senegence 401(k) Plan$6M403(b) Thrift Plan for Employees of the William Breman Jewish Home, Inc.403(b) Thrift Plan for Emplo…$6ML. Myles Smith & Company Employee Profit Sharing PlanL. Myles Smith & Company Emp…$6M
End-of-year total assets ($M) among Equilibrium Capital Management, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Equilibrium Capital Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Equilibrium Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 55.40410793918207% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.13M $6.41M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 41 $6M
2024 1 37 $6M

Equilibrium Capital Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN452716096
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Equilibrium Capital Management, Inc. Retirement Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Equilibrium Capital Management, Inc. Retirement Trust, Total assets ($B): 0.005795227 · Participants: 41Equilibrium Capital Management, Inc. Retirement Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Equilibrium Capital Management, Inc. Retirement Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Equilibrium Capital Management, Inc. Retirement Trust side-by-side with 3 peers →

Equilibrium Capital Management, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Aog LLC Dba Trufoodmfg 401(k) Plan in PA ($6M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Equilibrium Capital Management, Inc. Retirement Trust assets move in 2023? ▼
Equilibrium Capital Management, Inc. Retirement Trust surged - up 40.4% during 2023, from $4M to $6M. Reported net income was $2M.
How have Equilibrium Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equilibrium Capital Management, Inc.'s sponsor-wide assets grew 55.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Equilibrium Capital Management, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aog LLC Dba Trufoodmfg 401(k) Plan in PA ($6M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Equilibrium Capital Management, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 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 452716096.

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.