401(k) · DOL Form 5500 · 2024

Equus Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
134
Participants Small participant base
75th
Percentile by assets National rank
$189,283
Avg per participant Above avg balance/head
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Official DOL plan name: Equus Employee Savings and Retirement Plan · Sponsored by Equus Holdings, Inc. · Minnesota · Manufacturing

$25M in assets, 134 participants

Equus Holdings, Inc.'s Equus Employee Savings and Retirement Plan reported $25M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,571 in Manufacturing (17,777 peers)

Coverage in Minnesota

Equus Employee Savings and Retirement Plan covers 134 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $25M.

#11,571
in Manufacturing (17,777 peers)
+2.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Equus Employee Savings and Retirement Plan's outsized position by total assets

Equus Employee Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$25,363,913 Top 25% higher than 75% of 123,620 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 2024

Equus Employee Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equus Employee Savings and Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Equus Employee Savings and Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $634K in the plan year 2024 filing.
  • Equus Employee Savings and Retirement Plan reported participants fell from 181 in the plan year 2023 filing to 134 in the plan year 2024 filing.
  • Equus Employee Savings and Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411827055 · Equus Holdings, Inc. PY 2024 · 401(k)

Equus Employee Savings and Retirement Plan · $25M · 134 · 75th

  • RANK $25M
  • RANK 134
  • RANK 75th
  • RANK 401(k)
  • RANK near Suvoda LLC 401(k) Plan
  • RANK ind #11571

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 Manufacturing retirement plans → · Plans in Minnesota →

Equus Employee Savings and Retirement Plan in the asset neighbourhood

R & E Automated Systems, LLC 401(k) Profit Sharing PlanR & E Automated Systems, LLC…$25MEquus Employee Savings and Retirement PlanEquus Employee Savings and R…$25MSuvoda LLC 401(k) Plan$25MHinshaw & Culbertson Associates 401 (K) PlanHinshaw & Culbertson Associa…$25MGenerate Capital Inc. 401(k) PlanGenerate Capital Inc. 401(k)…$25M
End-of-year total assets ($M) among Equus Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income$634K
Employer EIN411827055
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equus Holdings, Inc.)

Sponsor-wide plan assets over time

All Equus Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 3.7683933124948625% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $111M $115M ▲ +3.8%
Year Plans Participants Total Assets
2022 2 323 $111M
2023 2 335 $127M
2024 2 259 $115M

Nearby 401(k) Plans in Minnesota

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

Equus Employee Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Equus Employee Savings and Retirement Plan, Total assets ($B): 0.025363913 · Participants: 134Equus Employee Savings and Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Equus Employee Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Equus Employee Savings and Retirement Plan side-by-side with 3 peers →

Equus Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Suvoda LLC 401(k) Plan in PA ($25M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Equus Employee Savings and Retirement Plan assets move in 2024? ▼
Equus Employee Savings and Retirement Plan edged up modestly - up 2.6% during 2024, from $25M to $25M. Reported net income was $634K.
How have Equus Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equus Holdings, Inc.'s sponsor-wide assets grew 3.8%, from $111M to $115M.
Where does Equus Employee Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Equus Employee Savings and Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Equus Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suvoda LLC 401(k) Plan in PA ($25M, 423 participants).
Which 401(k) plans cover a similar participant headcount to Equus Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411827055.

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.