401(k) · DOL Form 5500 · 2023

Equivest Development, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
32nd
Percentile by assets National rank
$140,262
Avg per participant Near avg balance/head
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Official DOL plan name: Equivest Benefits 401(k) Retirement Plan · Sponsored by Equivest Development, Inc. · Pennsylvania · Real Estate

$2M in assets, 16 participants

Equivest Development, Inc.'s Equivest Benefits 401(k) Retirement Plan reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,429 in Real Estate (4,727 peers)

Equivest Development, Inc. multi-year trail

Equivest Development, Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Equivest Benefits 401(k) Retirement Plan at $2M / 16 participants.

#2,429
in Real Estate (4,727 peers)
+22.1%
assets growth YoY

Equivest Benefits 401(k) Retirement Plan among the smaller filed plans by assets

Equivest Benefits 401(k) Retirement Plan vs every filed plan by assets

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

$2,244,190 32nd percentile higher than 32% 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

Equivest Benefits 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equivest Benefits 401(k) Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equivest Benefits 401(k) Retirement Plan reported net income rose from -$400K in the plan year 2022 filing to $406K in the plan year 2023 filing.
  • Equivest Benefits 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Equivest Benefits 401(k) Retirement Plan reported participants fell from 18 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232277015 · Equivest Development, Inc. PY 2023 · 401(k)

Equivest Benefits 401(k) Retirement Plan · $2M · 16 · 32nd

  • EIN $2M
  • EIN 16
  • EIN 32nd
  • EIN 401(k)
  • EIN near Peter Dan Butler II 401(k) Plan
  • EIN ind #2429

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 Real Estate retirement plans → · Plans in Pennsylvania →

Equivest Benefits 401(k) Retirement Plan in the asset neighbourhood

Meaningful Day Services, Inc. 401(k) PlanMeaningful Day Services, Inc…$2MEquivest Benefits 401(k) Retirement PlanEquivest Benefits 401(k) Ret…$2MPeter Dan Butler II 401(k) PlanPeter Dan Butler II 401(k) P…$2MApproved Storage and Waste Hauling 401(k) Profit Sharing PlanApproved Storage and Waste H…$2MEcology Services, Inc. (Non-Union) 401(k) PlanEcology Services, Inc. (Non-…$2M
End-of-year total assets ($M) among Equivest Benefits 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Equivest Development, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Equivest Development, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.99075232551814% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.84M $2.67M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 16 $2M
2024 1 18 $3M

Equivest Development, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$406K
Employer EIN232277015
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Equivest Benefits 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Equivest Benefits 401(k) Retirement Plan, Total assets ($B): 0.00224419 · Participants: 16Equivest Benefits 401(k) Retirement 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
Equivest Benefits 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Equivest Benefits 401(k) Retirement Plan side-by-side with 3 peers →

Equivest Benefits 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Peter Dan Butler II 401(k) Plan in CA ($2M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Equivest Benefits 401(k) Retirement Plan assets move in 2023? ▼
Equivest Benefits 401(k) Retirement Plan grew sharply - up 22.1% during 2023, from $2M to $2M. Reported net income was $406K.
How have Equivest Development, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equivest Development, Inc.'s sponsor-wide assets grew 45.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Equivest Benefits 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peter Dan Butler II 401(k) Plan in CA ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Equivest Benefits 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 232277015.

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.