Other · DOL Form 5500 · 2023

United States Equestrian Federation, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
130
Participants Small participant base
49th
Percentile by assets National rank
$48,540
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of United States Equestrian Federation, Inc. · Sponsored by United States Equestrian Federation, Inc. · Kentucky · Healthcare & Social Assistance

$6M in assets, 130 participants

United States Equestrian Federation, Inc.'s Employee Benefit Plan of United States Equestrian Federation, Inc. reported $6M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,533 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Employee Benefit Plan of United States Equestrian Federation, Inc. covers 130 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#9,533
in Healthcare & Social Assistance (17,684 peers)
+30.6%
assets growth YoY

Employee Benefit Plan of United States Equestrian Federation, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of United States Equestrian Federation, Inc. vs every filed plan by assets

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

$6,310,215 49th percentile higher than 49% 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

Employee Benefit Plan of United States Equestrian Federation, Inc. 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. Employee Benefit Plan of United States Equestrian Federation, Inc. sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of United States Equestrian Federation, Inc. reported net income rose from -$755K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Employee Benefit Plan of United States Equestrian Federation, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Employee Benefit Plan of United States Equestrian Federation, Inc. reported participants fell from 164 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 562350714 · United States Equestrian Federation, Inc. PY 2023 · Other

Employee Benefit Plan of United States Equestrian Federation, Inc. · $6M · 130 · 49th

  • EBSA $6M
  • PART 130
  • TYPE 49th
  • NET Other
  • BOOK near The Arc of the Central Chesapeake Region, Inc. 403(b) Plan
  • VS-ST ind #9533

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Employee Benefit Plan of United States Equestrian Federation, Inc. in the asset neighbourhood

Family Services, Inc. 403(b) PlanFamily Services, Inc. 403(b)…$6MEmployee Benefit Plan of United States Equestrian Federation, Inc.Employee Benefit Plan of Uni…$6MThe Arc of the Central Chesapeake Region, Inc. 403(b) PlanThe Arc of the Central Chesa…$6MSalemtowne Retirement Savings PlanSalemtowne Retirement Saving…$6M403b Thrift Plan of Adams Brown Counties Economic Opportunities Inc403b Thrift Plan of Adams Br…$6M
End-of-year total assets ($M) among Employee Benefit Plan of United States Equestrian Federation, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN562350714
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United States Equestrian Federation, Inc.)

Sponsor-wide plan assets over time

All United States Equestrian Federation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 72.62815832008147% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.83M $8.34M ▲ +72.7%
Year Plans Participants Total Assets
2022 1 164 $5M
2023 1 130 $6M
2024 1 147 $8M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of United States Equestrian Federation, Inc. vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Employee Benefit Plan of United States Equestrian Federation, Inc., Total assets ($B): 0.006310215 · Participants: 130Employee Benefit Plan of United States Equestrian Federation, Inc.Norton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
Employee Benefit Plan of United States Equestrian Federation, Inc. vs. nearby Other plans in Kentucky, assets vs. participants
Compare Employee Benefit Plan of United States Equestrian Federation, Inc. side-by-side with 3 peers →

Employee Benefit Plan of United States Equestrian Federation, Inc.'s out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is The Arc of the Central Chesapeake Region, Inc. 403(b) Plan in MD ($6M); by covered participants it is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Employee Benefit Plan of United States Equestrian Federation, Inc. assets move in 2023? ▼
Employee Benefit Plan of United States Equestrian Federation, Inc. surged - up 30.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have United States Equestrian Federation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United States Equestrian Federation, Inc.'s sponsor-wide assets grew 72.6%, from $5M to $8M.
Which Other plans are similar in size to Employee Benefit Plan of United States Equestrian Federation, Inc.? ▼
Among Other plans in other states, the closest by assets is The Arc of the Central Chesapeake Region, Inc. 403(b) Plan in MD ($6M, 575 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of United States Equestrian Federation, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants, $38M 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 562350714.

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.