401(k) · DOL Form 5500 · 2024
Equus Capital Partners, Ltd. 401(k) Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 311
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $222,540
- Avg per participant Above avg balance/head
Official DOL plan name: Equus Capital Partners, Ltd. 401(k) Savings Plan · Sponsored by Equus Capital Partners, Ltd. · Pennsylvania · Real Estate
$69M in assets, 311 participants
Equus Capital Partners, Ltd.'s Equus Capital Partners, Ltd. 401(k) Savings Plan reported $69M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #4,391 in Real Estate (4,605 peers)
Coverage in Pennsylvania
Equus Capital Partners, Ltd. 401(k) Savings Plan covers 311 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $69M.
- #4,391
- in Real Estate (4,605 peers)
- +13.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Equus Capital Partners, Ltd. 401(k) Savings Plan's outsized position by total assets
Equus Capital Partners, Ltd. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$69,209,911 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Equus Capital Partners, Ltd. 401(k) Savings 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 Capital Partners, Ltd. 401(k) Savings Plan sits mid-pack in the medium band (311 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Equus Capital Partners, Ltd. 401(k) Savings Plan reported net income rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Equus Capital Partners, Ltd. 401(k) Savings Plan end-of-year assets rose from $61M in the plan year 2023 filing to $69M in the plan year 2024 filing.
- Equus Capital Partners, Ltd. 401(k) Savings Plan reported participants rose from 301 in the plan year 2023 filing to 311 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 200971206 · Equus Capital Partners, Ltd. PY 2024 · 401(k)
Equus Capital Partners, Ltd. 401(k) Savings Plan · $69M · 311 · 87th
- IND $69M
- IND 311
- IND 87th
- IND 401(k)
- IND near Manufacturers Retirement & Savings Plan
- IND ind #4391
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 Real Estate retirement plans → · Plans in Pennsylvania →
Equus Capital Partners, Ltd. 401(k) Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $8M |
| Employer EIN | 200971206 |
| Plan Effective Date | 2012-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equus Capital Partners, Ltd.)
Sponsor-wide plan assets over time
All Equus Capital Partners, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 23.97550086184669% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 279 | $56M |
| 2023 | 1 | 301 | $61M |
| 2024 | 1 | 311 | $69M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Equus Capital Partners, Ltd. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Manufacturers Retirement & Savings Plan in DC ($69M); by covered participants it is Syscom, Inc. 401(k) Plan in CO (311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
- Manufacturers Retirement & Savings Plan (DC) $69M · 642
- Collibra 401(k) Plan (NY) $69M · 607
- Rvo Health 401(k) Retirement Plan (MN) $69M · 1,343
- Mercalis Inc. 401(k) Profit Plan and Trust (NC) $69M · 1,223
Similar participant headcount
Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.
- Syscom, Inc. 401(k) Plan (CO) 311 · 0 off
- La Jolla Institute for Immunology Retirement Savings Plan (CA) 311 · 0 off
- Grant Aviation, Inc. 401(k) Profit Sharing Plan (AK) 311 · 0 off
- Coleman Oil Company 401(k) Plan (ID) 311 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.