ESOP · DOL Form 5500 · 2023

Equus Holdings, Inc. ESOP

Data updated 2026-08-25

$102M
Total assets Near avg plan size
154
Participants Small participant base
91st
Percentile by assets National rank
$664,658
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,306
in Manufacturing (18,722 peers)
+14.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Equus Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Equus Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$102,357,315 Top 9% higher than 91% 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

Equus Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equus Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (154 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411827055 · Equus Holdings, Inc. PY 2023 · ESOP

Equus Holdings, Inc. Employee Stock Ownership Plan · $102M · 154 · 91st

  • 5500 $102M
  • 5500 154
  • 5500 91st
  • 5500 ESOP
  • 5500 near Tri Holdco, Inc. Employee Stock Ownership Plan
  • 5500 ind #16306

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 Minnesota →

Equus Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fj Management Inc. Employee Stock Ownership PlanFj Management Inc. Employee …$103MDealers Electrical Supply Co. Employee Stock Ownership PlanDealers Electrical Supply Co…$103MTri Holdco, Inc. Employee Stock Ownership PlanTri Holdco, Inc. Employee St…$102MEquus Holdings, Inc. Employee Stock Ownership PlanEquus Holdings, Inc. Employe…$102MRobert E. Mason & Associates, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates…$102M
End-of-year total assets ($M) among Equus Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$100M
Net Income$13M
Employer EIN411827055
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equus Holdings, Inc.)

Sponsor-wide plan assets over time

All Equus Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 3.7683933124948625% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $111M $115M ▲ +3.8%
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 Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Equus Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.357315 · Participants: 154Equus Holdings, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Equus Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Equus Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Equus Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Tri Holdco, Inc. Employee Stock Ownership Plan in CA ($102M); by covered participants it is R&c Roofing, Inc. Employee Stock Ownership Plan in WA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Equus Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Equus Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.9% during 2023, from $89M to $102M. Reported net income was $13M.
How have Equus Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equus Holdings, Inc.'s sponsor-wide assets grew 3.8%, from $111M to $115M.
Where does Equus Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Equus Holdings, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Equus Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tri Holdco, Inc. Employee Stock Ownership Plan in CA ($102M, 335 participants).
Which ESOP plans cover a similar participant headcount to Equus Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R&c Roofing, Inc. Employee Stock Ownership Plan in WA (154 participants, $3M 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 411827055.

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.