401(k) · DOL Form 5500 · 2023

Equitrust Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
260
Participants Below avg headcount
76th
Percentile by assets National rank
$95,122
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Equitrust Life Insurance Company Retirement Savings Plan · Sponsored by Equitrust Life Insurance Company · Illinois · Finance & Insurance

$25M in assets, 260 participants

Equitrust Life Insurance Company's Equitrust Life Insurance Company Retirement Savings Plan reported $25M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,678 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Equitrust Life Insurance Company Retirement Savings Plan covers 260 participants in Illinois, about 33% of the average Illinois filer (state average ~779 per filing). Assets: $25M.

#5,678
in Finance & Insurance (8,869 peers)
+41.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Equitrust Life Insurance Company Retirement Savings Plan's outsized position by total assets

Equitrust Life Insurance Company Retirement Savings Plan vs every filed plan by assets

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

$24,731,696 Top 24% higher than 76% 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

Equitrust Life Insurance Company Retirement Savings 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. Equitrust Life Insurance Company Retirement Savings Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equitrust Life Insurance Company Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Equitrust Life Insurance Company Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421468417 · Equitrust Life Insurance Company PY 2023 · 401(k)

Equitrust Life Insurance Company Retirement Savings Plan · $25M · 260 · 76th

  • PHOTO $25M
  • IND 260
  • EOY 76th
  • 5500 401(k)
  • ASSETS near Equus Employee Savings and Retirement Plan
  • PCT ind #5678

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 Illinois →

Equitrust Life Insurance Company Retirement Savings Plan in the asset neighbourhood

Equitrust Life Insurance Company Retirement Savings PlanEquitrust Life Insurance Com…$25MEquus Employee Savings and Retirement PlanEquus Employee Savings and R…$25MPaymentus Group, Inc. 401(k) Retirement PlanPaymentus Group, Inc. 401(k)…$25MM. H. Eby, Inc 401(k) Profit Sharing PlanM. H. Eby, Inc 401(k) Profit…$25MPason Systems USA Corp. 401(k) PlanPason Systems USA Corp. 401(…$25M
End-of-year total assets ($M) among Equitrust Life Insurance Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$25M
Net Income$7M
Employer EIN421468417
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equitrust Life Insurance Company)

Sponsor-wide plan assets over time

All Equitrust Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$35M 99.77436865479835% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.5M $34.9M ▲ +99.8%
Year Plans Participants Total Assets
2022 1 258 $17M
2023 1 260 $25M
2024 1 381 $35M

Nearby 401(k) Plans in Illinois

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

Equitrust Life Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Equitrust Life Insurance Company Retirement Savings Plan, Total assets ($B): 0.024731696 · Participants: 260Equitrust Life Insurance Company Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Equitrust Life Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Equitrust Life Insurance Company Retirement Savings Plan side-by-side with 3 peers →

Equitrust Life Insurance Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Equus Employee Savings and Retirement Plan in MN ($25M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Equitrust Life Insurance Company Retirement Savings Plan assets move in 2023? ▼
Equitrust Life Insurance Company Retirement Savings Plan surged - up 41.6% during 2023, from $17M to $25M. Reported net income was $7M.
How have Equitrust Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equitrust Life Insurance Company's sponsor-wide assets grew 99.8%, from $17M to $35M.
Where does Equitrust Life Insurance Company Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Equitrust Life Insurance Company Retirement Savings Plan ranks in the 76th 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 Equitrust Life Insurance Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Equus Employee Savings and Retirement Plan in MN ($25M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Equitrust Life Insurance Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 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 421468417.

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.