401(k) · DOL Form 5500 · 2023

Quaker Equities, Ltd. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
292
Participants Below avg headcount
81st
Percentile by assets National rank
$113,946
Avg per participant Below avg balance/head
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Official DOL plan name: Quaker Equities, Ltd. 401(k) Plan · Sponsored by Quaker Equities, Ltd. · New York · Management of Enterprises

$33M in assets, 292 participants

Quaker Equities, Ltd.'s Quaker Equities, Ltd. 401(k) Plan reported $33M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #697 in Management of Enterprises (1,137 peers)

Coverage in New York

Quaker Equities, Ltd. 401(k) Plan covers 292 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $33M.

#697
in Management of Enterprises (1,137 peers)
+29.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Quaker Equities, Ltd. 401(k) Plan's outsized position by total assets

Quaker Equities, Ltd. 401(k) Plan vs every filed plan by assets

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

$33,272,267 Top 19% higher than 81% 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

Quaker Equities, Ltd. 401(k) 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. Quaker Equities, Ltd. 401(k) Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Quaker Equities, Ltd. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Quaker Equities, Ltd. 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Quaker Equities, Ltd. 401(k) Plan reported participants rose from 249 in the plan year 2022 filing to 292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133411457 · Quaker Equities, Ltd. PY 2023 · 401(k)

Quaker Equities, Ltd. 401(k) Plan · $33M · 292 · 81st

  • PCT $33M
  • EIN 292
  • RANK 81st
  • PHOTO 401(k)
  • IND near Premier Physicians Centers 401(k) Retirement Plan
  • EOY ind #697

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 Management of Enterprises retirement plans → · Plans in New York →

Quaker Equities, Ltd. 401(k) Plan in the asset neighbourhood

Premier Physicians Centers 401(k) Retirement PlanPremier Physicians Centers 4…$33MHentzen Coatings, Inc. 401(k) and Profit Sharing PlanHentzen Coatings, Inc. 401(k…$33MMedialinks Tv LLC 401(k) Profit Sharing Plan and TrustMedialinks Tv LLC 401(k) Pro…$33MQuaker Equities, Ltd. 401(k) PlanQuaker Equities, Ltd. 401(k)…$33MPublic Interest Research Group 401(k) PlanPublic Interest Research Gro…$33M
End-of-year total assets ($M) among Quaker Equities, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$8M
Employer EIN133411457
Plan Effective Date1996-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Quaker Equities, Ltd.)

Sponsor-wide plan assets over time

All Quaker Equities, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 46.59778258564985% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.7M $40.6M ▲ +46.6%
Year Plans Participants Total Assets
2022 2 475 $28M
2023 1 292 $33M
2024 1 291 $41M

Nearby 401(k) Plans in New York

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

Quaker Equities, Ltd. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Quaker Equities, Ltd. 401(k) Plan, Total assets ($B): 0.033272267 · Participants: 292Quaker Equities, Ltd. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Quaker Equities, Ltd. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Quaker Equities, Ltd. 401(k) Plan side-by-side with 3 peers →

Quaker Equities, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Premier Physicians Centers 401(k) Retirement Plan in OH ($33M); by covered participants it is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Quaker Equities, Ltd. 401(k) Plan assets move in 2023? ▼
Quaker Equities, Ltd. 401(k) Plan grew sharply - up 29.5% during 2023, from $26M to $33M. Reported net income was $8M.
How have Quaker Equities, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quaker Equities, Ltd.'s sponsor-wide assets grew 46.6%, from $28M to $41M.
Where does Quaker Equities, Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Quaker Equities, Ltd. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Quaker Equities, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premier Physicians Centers 401(k) Retirement Plan in OH ($33M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Quaker Equities, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants, $45M 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 133411457.

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.