401(k) · DOL Form 5500 · 2023
Chai Trust Company, LLC D/B/a Equity Group Investments 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 140
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $543,579
- Avg per participant High balance/head
Official DOL plan name: Equity Group Investments Advantage Retirement Savings Plan · Sponsored by Chai Trust Company, LLC D/B/a Equity Group Investments · Illinois · Real Estate
$76M in assets, 140 participants
Chai Trust Company, LLC D/B/a Equity Group Investments's Equity Group Investments Advantage Retirement Savings Plan reported $76M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #4,567 in Real Estate (4,727 peers)
Coverage in Illinois
Equity Group Investments Advantage Retirement Savings Plan covers 140 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $76M.
- #4,567
- in Real Estate (4,727 peers)
- +24.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Equity Group Investments Advantage Retirement Savings Plan's outsized position by total assets
Equity Group Investments Advantage Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,101,028 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Equity Group Investments Advantage 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. Equity Group Investments Advantage Retirement Savings Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Equity Group Investments Advantage Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Equity Group Investments Advantage Retirement Savings Plan end-of-year assets rose from $61M in the plan year 2022 filing to $76M in the plan year 2023 filing.
- Equity Group Investments Advantage Retirement Savings Plan reported participants rose from 136 in the plan year 2022 filing to 140 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 364268733 · Chai Trust Company, LLC D/B/a Equity Group Investments PY 2023 · 401(k)
Equity Group Investments Advantage Retirement Savings Plan · $76M · 140 · 89th
- PART $76M
- PART 140
- PART 89th
- PART 401(k)
- PART near The Mohawk Fine Papers Inc. Defined Contribution Savings Plan
- PART ind #4567
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 Illinois →
Equity Group Investments Advantage Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $15M |
| Employer EIN | 364268733 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chai Trust Company, LLC D/B/a Equity Group Investments)
Sponsor-wide plan assets over time
All Chai Trust Company, LLC D/B/a Equity Group Investments plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 37.8831418665299% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $61M |
| 2023 | 1 | 140 | $76M |
| 2024 | 1 | 122 | $84M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Equity Group Investments Advantage Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Mohawk Fine Papers Inc. Defined Contribution Savings Plan in NY ($76M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- The Mohawk Fine Papers Inc. Defined Contribution Savings Plan (NY) $76M · 361
- Veritext LLC 401(k) Savings Plan (NJ) $76M · 1,074
- Green Plains Inc. 401(k) Plan (NE) $76M · 915
- Cast & Crew 401(k) Plan (CA) $76M · 1,148
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Pds 401(k) Plan for Corporate Staff Employees (TX) 140 · 0 off
- Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan (HI) 140 · 0 off
- Oklahoma's Credit Union 401(k) Plan and Trust (OK) 140 · 0 off
- Smiley Lifting Solutions, LLC (AZ) 140 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.