ESOP · DOL Form 5500 · 2023
Equus Holdings, Inc. ESOP
Data updated 2026-08-11
- $102M
- Total assets
- 154
- Participants
- 91st
- Percentile by assets
- $664,658
- Avg per participant
Official DOL plan name: Equus Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Equus Holdings, Inc. · Minnesota · Manufacturing
$102M in assets, 154 participants
Equus Holdings, Inc.'s Equus Holdings, Inc. Employee Stock Ownership Plan reported $102M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 127,072 plans)
- #16,306 in Manufacturing (18,722 peers)
Coverage in Minnesota
Equus Holdings, Inc. Employee Stock Ownership Plan covers 154 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $102M.
- $102M
- total plan assets (2023 EOY)
- 154
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $664,658
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Equus Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$34M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Equus Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $89M in the plan year 2022 filing to $102M in the plan year 2023 filing.
- Equus Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 148 in the plan year 2022 filing to 154 in the plan year 2023 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Equus Holdings, Inc. Employee Stock Ownership Plan reports 154 participants - about 14% of that state average ($102M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $13M |
| Employer EIN | 411827055 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equus Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 323 | $111M |
| 2023 | 2 | 335 | $127M |
| 2024 | 2 | 259 | $115M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
Equus Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Equus Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Equus Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Equus Holdings, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Equus Holdings, Inc.'s sponsor-wide assets have grown 3.8% since 2022 across 3 plan years on file. More Manufacturing plans