401(k) · DOL Form 5500 · 2023

Equity Resources, Inc 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
245
Participants Below avg headcount
74th
Percentile by assets National rank
$86,434
Avg per participant Below avg balance/head
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Official DOL plan name: Equity Resources, Inc 401(k) Profit Sharing Plan · Sponsored by Equity Resources, Inc · Ohio · Finance & Insurance

$21M in assets, 245 participants

Equity Resources, Inc's Equity Resources, Inc 401(k) Profit Sharing Plan reported $21M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,375 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Equity Resources, Inc 401(k) Profit Sharing Plan covers 245 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $21M.

#5,375
in Finance & Insurance (8,869 peers)
+10.8%
assets growth YoY

Equity Resources, Inc 401(k) Profit Sharing Plan's outsized position by total assets

Equity Resources, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,176,251 Top 26% higher than 74% 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

Equity Resources, 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. Equity Resources, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equity Resources, Inc 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Equity Resources, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Equity Resources, Inc 401(k) Profit Sharing Plan reported participants fell from 260 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311401378 · Equity Resources, Inc PY 2023 · 401(k)

Equity Resources, Inc 401(k) Profit Sharing Plan · $21M · 245 · 74th

  • PCT $21M
  • PCT 245
  • PCT 74th
  • PCT 401(k)
  • PCT near Iso Poly Films, Inc. 401(k) Retirement Plan
  • PCT ind #5375

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 Ohio →

Equity Resources, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Equity Resources, Inc 401(k) Profit Sharing PlanEquity Resources, Inc 401(k)…$21MSilver Star Telephone Company, Inc. Employees 401(k) PlanSilver Star Telephone Compan…$21MGenetec USA, Inc. 401(k) Plan$21MIso Poly Films, Inc. 401(k) Retirement PlanIso Poly Films, Inc. 401(k) …$21MEvolus, Inc. Retirement Plan$21M
End-of-year total assets ($M) among Equity Resources, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN311401378
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equity Resources, Inc)

Sponsor-wide plan assets over time

All Equity Resources, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 22.078331056343764% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.1M $23.3M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 260 $19M
2023 1 245 $21M
2024 1 214 $23M

Nearby 401(k) Plans in Ohio

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

Equity Resources, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Equity Resources, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.021176251 · Participants: 245Equity Resources, Inc 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Equity Resources, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Equity Resources, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Equity Resources, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Iso Poly Films, Inc. 401(k) Retirement Plan in FL ($21M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Equity Resources, Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Equity Resources, Inc 401(k) Profit Sharing Plan grew at a solid clip - up 10.8% during 2023, from $19M to $21M. Reported net income was $2M.
How have Equity Resources, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equity Resources, Inc's sponsor-wide assets grew 22.1%, from $19M to $23M.
Which 401(k) plans are similar in size to Equity Resources, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iso Poly Films, Inc. 401(k) Retirement Plan in FL ($21M, 746 participants).
Which 401(k) plans cover a similar participant headcount to Equity Resources, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 311401378.

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.