401(k) · DOL Form 5500 · 2023

2gr Equity Trust 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 4
Participants Small participant base: 27th
Percentile by assets National rank: $372,217
Avg per participant High balance/head

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Official DOL plan name: 2gr Equity Trust · Sponsored by 2gr Equity Trust · Texas · Unclassified

$1M in assets, 4 participants

2gr Equity Trust's 2gr Equity Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#18 in Unclassified (42 peers)

2gr Equity Trust multi-year trail

2gr Equity Trust's plans moved +59.6% in assets from 2022 to 2024; this filing shows 2gr Equity Trust at $1M / 4 participants.

#18
in Unclassified (42 peers): +33.4%
assets growth YoY

2gr Equity Trust among the smaller filed plans by assets

2gr Equity Trust vs every filed plan by assets

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

$1,488,866 27th percentile higher than 27% 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

2gr Equity Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 2gr Equity Trust is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

2gr Equity Trust reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
2gr Equity Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 854126172 · 2gr Equity Trust PY 2023 · 401(k)

2gr Equity Trust · $1M · 4 · 27th

5500 $1M
ASSETS 4
PCT 27th
EIN 401(k)
RANK near H&b Truck Shop, Inc. 401(k) Plan
PHOTO ind #18

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 Unclassified retirement plans → · Plans in Texas →

End-of-year total assets ($M) among 2gr Equity Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

2gr Equity Trust multi-year asset trail

Latest sponsor-wide plan assets: $2M 59.624150225217754% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	4	$1M
2024	1	4	$2M

2gr Equity Trust filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$273K
Employer EIN	854126172
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

2gr Equity Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare 2gr Equity Trust side-by-side with 3 peers →

2gr Equity Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is H&b Truck Shop, Inc. 401(k) Plan in SD ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

H&b Truck Shop, Inc. 401(k) Plan (SD) $1M · 3
Penn Jersey Paper Company 401(k) Profit Sharing Plan (PA) $1M · 343
Eagle Painting & Drywall, Inc. 401(k) Profit Sharing Plan (CA) $1M · 227
Spine & Sport Physical Therapy Services, Inc. 401(k) Plan (MI) $1M · 7

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

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 2gr Equity Trust assets move in 2023? ▼

2gr Equity Trust surged - up 33.4% during 2023, from $1M to $1M. Reported net income was $273K.

How have 2gr Equity Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), 2gr Equity Trust's sponsor-wide assets grew 59.6%, from $1M to $2M.

Which 401(k) plans are similar in size to 2gr Equity Trust? ▼

Among 401(k) plans in other states, the closest by assets is H&b Truck Shop, Inc. 401(k) Plan in SD ($1M, 3 participants).

Which 401(k) plans cover a similar participant headcount to 2gr Equity Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 854126172.