Defined Benefit (Pension) · DOL Form 5500 · 2023

Equitable Financial Life Insurance Company Pension Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
2,527
Participants Above avg headcount
99th
Percentile by assets National rank
$709,749
Avg per participant High balance/head
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Official DOL plan name: Equitable Retirement Plan · Sponsored by Equitable Financial Life Insurance Company · New York · Finance & Insurance

$1.8B in assets, 2,527 participants

Equitable Financial Life Insurance Company's Equitable Retirement Plan reported $1.8B in total assets and 2,527 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,730 in Finance & Insurance (8,869 peers)

Coverage in New York

Equitable Retirement Plan covers 2,527 participants in New York, 3.2x the typical New York plan (state average ~798 per filing). Assets: $1.8B.

#8,730
in Finance & Insurance (8,869 peers)
-1.3%
assets change YoY
18×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equitable Retirement Plan's outsized position by total assets

Equitable Retirement Plan vs every filed plan by assets

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

$1,793,536,597 Top 1% higher than 99% 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

Equitable Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equitable Retirement Plan lands in the large band (2,527 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equitable Retirement Plan reported net income rose from -$586M in the plan year 2022 filing to -$23M in the plan year 2023 filing.
  • Equitable Retirement Plan reported participants fell from 2,752 in the plan year 2022 filing to 2,527 in the plan year 2023 filing.
  • Equitable Retirement Plan end-of-year assets fell from $1.8B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135570651 · Equitable Financial Life Insurance Company PY 2023 · Defined Benefit (Pension)

Equitable Retirement Plan · $1.8B · 2,527 · 99th

  • EIN $1.8B
  • RANK 2,527
  • PHOTO 99th
  • IND Defined Benefit (Pension)
  • EOY near Iuoe Stationary Engineers Local 39 Pension Plan
  • 5500 ind #8730

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 New York →

Equitable Retirement Plan in the asset neighbourhood

United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement PlanUnited Parcel Service, Inc. …$1.8BEquitable Retirement Plan$1.8BIuoe Stationary Engineers Local 39 Pension PlanIuoe Stationary Engineers Lo…$1.8BKpmg Partner Pension Plan$1.8BRockwell Automation Pension PlanRockwell Automation Pension …$1.8B
End-of-year total assets ($B) among Equitable Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$1.8B
Net Income-$23M
Employer EIN135570651
Plan Effective Date1943-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equitable Financial Life Insurance Company)

Sponsor-wide plan assets over time

All Equitable Financial Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$4.4B 140.44955710597313% vs 2022
2024 filing year
$1B$2B$3B$4B$5B 202220232024 $1.82B $4.37B ▲ +140.1%
Year Plans Participants Total Assets
2022 1 2,752 $1.8B
2023 1 2,527 $1.8B
2024 2 9,638 $4.4B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Equitable Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0102030 Total assets ($B) Participants Equitable Retirement Plan, Total assets ($B): 1.793536597 · Participants: 2527Equitable Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Equitable Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Equitable Retirement Plan side-by-side with 3 peers →

Equitable Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Iuoe Stationary Engineers Local 39 Pension Plan in CA ($1.8B); by covered participants it is Gmp & Employers Pension Plan in OH (2,525 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,527 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 Equitable Retirement Plan assets move in 2023? ▼
Equitable Retirement Plan edged down modestly - down 1.3% during 2023, from $1.8B to $1.8B. Reported net income was -$23M.
How have Equitable Financial Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equitable Financial Life Insurance Company's sponsor-wide assets grew 140.4%, from $1.8B to $4.4B.
Where does Equitable Retirement Plan rank by assets among Form 5500 filers? ▼
Equitable Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Equitable Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iuoe Stationary Engineers Local 39 Pension Plan in CA ($1.8B, 5,142 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Equitable Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Gmp & Employers Pension Plan in OH (2,525 participants, $534M 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 135570651.

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.