Defined Benefit (Pension) · DOL Form 5500 · 2023

Equifax Inc. Pension Plan

Data updated 2026-08-11

$374M
Total assets
420
Participants
97th
Percentile by assets
$890,950
Avg per participant
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Official DOL plan name: Equifax Inc. U.S. Retirement Income Plan · Sponsored by Equifax Inc. · Georgia · Finance & Insurance

$374M in assets, 420 participants

Equifax Inc.'s Equifax Inc. U.S. Retirement Income Plan reported $374M in total assets and 420 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #8,383 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Equifax Inc. U.S. Retirement Income Plan covers 420 participants in Georgia, about 38% of the average Georgia filer (state average ~1,096 per filing). Assets: $374M.

$374M
total plan assets (2023 EOY)
420
covered participants
97th
percentile by assets (of 127,072 plans)
$890,950
avg assets per participant

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equifax Inc. U.S. Retirement Income Plan reported net income rose from -$158M in the plan year 2022 filing to -$35M in the plan year 2023 filing.
  • Equifax Inc. U.S. Retirement Income Plan reported participants fell from 473 in the plan year 2022 filing to 420 in the plan year 2023 filing.
  • Equifax Inc. U.S. Retirement Income Plan end-of-year assets fell from $409M in the plan year 2022 filing to $374M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Equifax Inc. U.S. Retirement Income Plan reports 420 participants - about 38% of that state average ($374M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$409M
Net Assets (End of Year)$374M
Net Income-$35M
Employer EIN580401110
Plan Effective Date1964-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Equifax Inc.)

$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.52B $1.47B ▼ -3.3%
Total plan assets by year, all Equifax Inc. plans on file
Year Plans Participants Total Assets
2022 2 7,326 $1.5B
2023 2 7,906 $1.7B
2024 1 6,793 $1.5B

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Equifax Inc. U.S. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants

Equifax Inc. U.S. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Equifax Inc. U.S. Re…The Southern Company…UPS/Ibt Full-Time Em…UPS Pension PlanCox Enterprises, Inc…Delta Retirement Plan
Equifax Inc. U.S. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Equifax Inc. U.S. Retirement Income Plan by total assets, not by location.

Frequently Asked Questions

How did Equifax Inc. U.S. Retirement Income Plan assets move in 2023?
Equifax Inc. U.S. Retirement Income Plan pulled back noticeably - down 8.5% during 2023, from $409M to $374M. Reported net income was -$35M.
How have Equifax Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Equifax Inc.'s sponsor-wide assets declined 3.2%, from $1.5B to $1.5B.
Where does Equifax Inc. U.S. Retirement Income Plan rank by assets among Form 5500 filers?
Equifax Inc. U.S. Retirement Income Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Equifax Inc. U.S. Retirement Income Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rolls-Royce Corporation Hourly-Rate Employees Pension Plan in VA ($374M, 705 participants).

Next read for Equifax Inc. U.S. Retirement Income Plan

Filing takeaways

Ways to act on Equifax Inc. U.S. Retirement Income Plan's numbers.