Defined Benefit (Pension) · DOL Form 5500 · 2023

Equifax Inc. Pension Plan

Data updated 2026-08-25

$374M
Total assets Above avg plan size
420
Participants Below avg headcount
97th
Percentile by assets National rank
$890,950
Avg per participant High balance/head
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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.

  • #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.

#8,383
in Finance & Insurance (8,869 peers)
-8.5%
assets change YoY
3.8×
vs typical plan assets (national mean)

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.

Equifax Inc. U.S. Retirement Income Plan's outsized position by total assets

Equifax Inc. U.S. Retirement Income Plan vs every filed plan by assets

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

$374,198,922 Top 3% higher than 97% 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

Equifax Inc. U.S. Retirement Income 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. Equifax Inc. U.S. Retirement Income Plan sits mid-pack in the medium band (420 participants).

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 →

Plan-year Form 5500 strip

Filing strip 580401110 · Equifax Inc. PY 2023 · Defined Benefit (Pension)

Equifax Inc. U.S. Retirement Income Plan · $374M · 420 · 97th

  • NET $374M
  • BOOK 420
  • VS-ST 97th
  • BOY Defined Benefit (Pension)
  • SCH near Rolls-Royce Corporation Hourly-Rate Employees Pension Plan
  • EBSA ind #8383

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 Georgia →

Equifax Inc. U.S. Retirement Income Plan in the asset neighbourhood

Foster Farms Group Pension PlanFoster Farms Group Pension P…$375MSmart Local Unions and Councils Pension FundSmart Local Unions and Counc…$375MBaxalta Incorporated and Subsidiaries Pension PlanBaxalta Incorporated and Sub…$375MEquifax Inc. U.S. Retirement Income PlanEquifax Inc. U.S. Retirement…$374MRolls-Royce Corporation Hourly-Rate Employees Pension PlanRolls-Royce Corporation Hour…$374M
End-of-year total assets ($M) among Equifax Inc. U.S. Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Equifax Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 3.210772971898954% vs 2022
2024 filing year
$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.52B $1.47B ▼ -3.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Equifax Inc. U.S. Retirement Income Plan, Total assets ($B): 0.374198922 · Participants: 420Equifax Inc. U.S. Retirement Income PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Equifax Inc. U.S. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Equifax Inc. U.S. Retirement Income Plan side-by-side with 3 peers →

Equifax Inc. U.S. Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Rolls-Royce Corporation Hourly-Rate Employees Pension Plan in VA ($374M); by covered participants it is Doosan Pension Plan Number One in ND (420 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Equifax Inc. U.S. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Doosan Pension Plan Number One in ND (420 participants, $59M 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 580401110.

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.