401(k) · DOL Form 5500 · 2024

Equity Resources, Inc 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
214
Participants Below avg headcount
73rd
Percentile by assets National rank
$109,069
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

$23M in assets, 214 participants

Equity Resources, Inc's Equity Resources, Inc 401(k) Profit Sharing Plan reported $23M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,060 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Equity Resources, Inc 401(k) Profit Sharing Plan covers 214 participants in Ohio, about 28% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#5,060
in Finance & Insurance (8,549 peers)
+10.2%
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 2024 · DOL Form 5500

$23,340,819 Top 27% higher than 73% 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

Equity Resources, Inc 401(k) Profit Sharing 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. Equity Resources, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Equity Resources, Inc 401(k) Profit Sharing Plan reported participants fell from 245 in the plan year 2023 filing to 214 in the plan year 2024 filing.
  • Equity Resources, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Equity Resources, Inc 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311401378 · Equity Resources, Inc PY 2024 · 401(k)

Equity Resources, Inc 401(k) Profit Sharing Plan · $23M · 214 · 73rd

  • 5500 $23M
  • 5500 214
  • 5500 73rd
  • 5500 401(k)
  • 5500 near Comsonics, Inc. 401(k) Plan
  • 5500 ind #5060

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)…$23MComsonics, Inc. 401(k) Plan$23MThe Dewinter Group 401(k) PlanThe Dewinter Group 401(k) Pl…$23MTechlaw Consultants, Inc. Profit Sharing 401(k) PlanTechlaw Consultants, Inc. Pr…$23MMonument Group, L.P. Profit Sharing PlanMonument Group, L.P. Profit …$23M
End-of-year total assets ($M) among Equity Resources, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
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 -505101520 Total assets ($B) Participants Equity Resources, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.023340819 · Participants: 214Equity Resources, Inc 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement 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 Comsonics, Inc. 401(k) Plan in VA ($23M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Equity Resources, Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Equity Resources, Inc 401(k) Profit Sharing Plan grew at a solid clip - up 10.2% during 2024, from $21M to $23M. 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 Comsonics, Inc. 401(k) Plan in VA ($23M, 314 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 Premier Health Services, Inc. 401(k) Plan in DC (214 participants, $322K 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 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.