401(k) · DOL Form 5500 · 2023

Equal Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
110
Participants Small participant base
60th
Percentile by assets National rank
$97,046
Avg per participant Below avg balance/head
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Official DOL plan name: Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Equal Exchange, Inc. · Massachusetts · Manufacturing

$11M in assets, 110 participants

Equal Exchange, Inc.'s Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,708 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust covers 110 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#8,708
in Manufacturing (18,722 peers)
+16.4%
assets growth YoY

Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$10,675,016 Top 40% higher than 60% 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

Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust 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. Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042904454 · Equal Exchange, Inc. PY 2023 · 401(k)

Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust · $11M · 110 · 60th

  • PART $11M
  • PART 110
  • PART 60th
  • PART 401(k)
  • PART near Fisk Alloy, Inc. 401(k) Savings Plan
  • PART ind #8708

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 Manufacturing retirement plans → · Plans in Massachusetts →

Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Equal Exchange, Inc. 401(k) Profit Sharing Plan and TrustEqual Exchange, Inc. 401(k) …$11MForm-a-Feed, Inc. Employee's Retirement PlanForm-a-Feed, Inc. Employee's…$11MDigicon Corporation 401(k) Retirement & Profit Sharing PlanDigicon Corporation 401(k) R…$11MFisk Alloy, Inc. 401(k) Savings PlanFisk Alloy, Inc. 401(k) Savi…$11MTotal Benefit Management, Inc. Retirement Savings PlanTotal Benefit Management, In…$11M
End-of-year total assets ($M) among Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN042904454
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equal Exchange, Inc.)

Sponsor-wide plan assets over time

All Equal Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 36.92258253624987% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.17M $12.6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 111 $9M
2023 1 110 $11M
2024 1 105 $13M

Nearby 401(k) Plans in Massachusetts

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

Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.010675016 · Participants: 110Equal Exchange, Inc. 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Fisk Alloy, Inc. 401(k) Savings Plan in NJ ($11M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 16.4% during 2023, from $9M to $11M. Reported net income was $2M.
How have Equal Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equal Exchange, Inc.'s sponsor-wide assets grew 36.9%, from $9M to $13M.
Which 401(k) plans are similar in size to Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fisk Alloy, Inc. 401(k) Savings Plan in NJ ($11M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Equal Exchange, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A 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 042904454.

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.