401(k) · DOL Form 5500 · 2023

Equisoft Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
147
Participants Small participant base
64th
Percentile by assets National rank
$87,098
Avg per participant Below avg balance/head
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Official DOL plan name: Equisoft Inc. 401(k) Profit Sharing Plan · Sponsored by Equisoft Inc · Pennsylvania · Professional & Technical Services

$13M in assets, 147 participants

Equisoft Inc's Equisoft Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,815 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Equisoft Inc. 401(k) Profit Sharing Plan covers 147 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#12,815
in Professional & Technical Services (20,321 peers)
+42.2%
assets growth YoY

Equisoft Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Equisoft Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,803,374 Top 36% higher than 64% 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

Equisoft Inc. 401(k) Profit Sharing 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. Equisoft Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equisoft Inc. 401(k) Profit Sharing Plan reported net income rose from $52K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Equisoft Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Equisoft Inc. 401(k) Profit Sharing Plan reported participants rose from 135 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 980607844 · Equisoft Inc PY 2023 · 401(k)

Equisoft Inc. 401(k) Profit Sharing Plan · $13M · 147 · 64th

  • SCH $13M
  • SCH 147
  • SCH 64th
  • SCH 401(k)
  • SCH near Isler Dare, P.C. 401(k) Profit Sharing Plan
  • SCH ind #12815

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Equisoft Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Equisoft Inc. 401(k) Profit Sharing PlanEquisoft Inc. 401(k) Profit …$13MIsler Dare, P.C. 401(k) Profit Sharing PlanIsler Dare, P.C. 401(k) Prof…$13MRay & Raymond Auto Group 401(k) PlanRay & Raymond Auto Group 401…$13MPhoenix Environmental Laboratories 401(k) PlanPhoenix Environmental Labora…$13MBio-Botanica Inc 401(k) Profit Sharing Plan and TrustBio-Botanica Inc 401(k) Prof…$13M
End-of-year total assets ($M) among Equisoft Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN980607844
Plan Effective Date2016-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Equisoft Inc)

Sponsor-wide plan assets over time

All Equisoft Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 78.88779879028304% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9M $16.1M ▲ +79.0%
Year Plans Participants Total Assets
2022 1 135 $9M
2023 1 147 $13M
2024 1 150 $16M

Nearby 401(k) Plans in Pennsylvania

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

Equisoft Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Equisoft Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012803374 · Participants: 147Equisoft Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Equisoft Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Equisoft Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Equisoft Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Isler Dare, P.C. 401(k) Profit Sharing Plan in VA ($13M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 Equisoft Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Equisoft Inc. 401(k) Profit Sharing Plan surged - up 42.2% during 2023, from $9M to $13M. Reported net income was $4M.
How have Equisoft Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equisoft Inc's sponsor-wide assets grew 78.9%, from $9M to $16M.
Which 401(k) plans are similar in size to Equisoft Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Isler Dare, P.C. 401(k) Profit Sharing Plan in VA ($13M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Equisoft Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 980607844.

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.