401(k) · DOL Form 5500 · 2023

Equity Trust Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
400
Participants Below avg headcount
74th
Percentile by assets National rank
$53,749
Avg per participant Low balance/head
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Official DOL plan name: Equity Trust Company 401(k) Plan · Sponsored by Equity Trust Company · Ohio · Finance & Insurance

$21M in assets, 400 participants

Equity Trust Company's Equity Trust Company 401(k) Plan reported $21M in total assets and 400 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,400 in Finance & Insurance (8,869 peers)

Equity Trust Company multi-year trail

Equity Trust Company's plans moved +55.6% in assets from 2022 to 2024; this filing shows Equity Trust Company 401(k) Plan at $21M / 400 participants.

#5,400
in Finance & Insurance (8,869 peers)
+11.9%
assets growth YoY

Equity Trust Company 401(k) Plan's outsized position by total assets

Equity Trust Company 401(k) Plan vs every filed plan by assets

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

$21,499,505 Top 26% higher than 74% 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

Equity Trust Company 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. Equity Trust Company 401(k) Plan sits mid-pack in the medium band (400 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equity Trust Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Equity Trust Company 401(k) Plan reported participants rose from 323 in the plan year 2022 filing to 400 in the plan year 2023 filing.
  • Equity Trust Company 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050552743 · Equity Trust Company PY 2023 · 401(k)

Equity Trust Company 401(k) Plan · $21M · 400 · 74th

  • BOOK $21M
  • BOOK 400
  • BOOK 74th
  • BOOK 401(k)
  • BOOK near Continental Carbon Company Retirement Savings Plan for Non Bargaining Employees
  • BOOK ind #5400

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 Ohio →

Equity Trust Company 401(k) Plan in the asset neighbourhood

Equity Trust Company 401(k) PlanEquity Trust Company 401(k) …$21MContinental Carbon Company Retirement Savings Plan for Non Bargaining EmployeesContinental Carbon Company R…$21MSomero Enterprises, Inc 401(k) Profit Sharing Plan and TrustSomero Enterprises, Inc 401(…$22MSheltered Wings, Inc. 401(k) PlanSheltered Wings, Inc. 401(k)…$21MGreensboro Auto Auction, Inc. Employees' 401(k) PlanGreensboro Auto Auction, Inc…$21M
End-of-year total assets ($M) among Equity Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Equity Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All Equity Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$30M 55.57777324334337% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.2M $29.9M ▲ +55.6%
Year Plans Participants Total Assets
2022 1 323 $19M
2023 1 400 $21M
2024 1 452 $30M

Equity Trust Company filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN050552743
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Equity Trust Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Equity Trust Company 401(k) Plan, Total assets ($B): 0.021499505 · Participants: 400Equity Trust Company 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Equity Trust Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Equity Trust Company 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Continental Carbon Company Retirement Savings Plan for Non Bargaining Employees in TX ($21M); by covered participants it is Bobcat North America, LLC in FL (400 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Equity Trust Company 401(k) Plan assets move in 2023? ▼
Equity Trust Company 401(k) Plan grew at a solid clip - up 11.9% during 2023, from $19M to $21M. Reported net income was $2M.
How have Equity Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equity Trust Company's sponsor-wide assets grew 55.6%, from $19M to $30M.
Which 401(k) plans are similar in size to Equity Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Continental Carbon Company Retirement Savings Plan for Non Bargaining Employees in TX ($21M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Equity Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (400 participants, $260K 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 050552743.

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.