ESOP · DOL Form 5500 · 2024

Equus Holdings, Inc. ESOP

Data updated 2026-08-25

$89M
Total assets Below avg plan size
125
Participants Small participant base
90th
Percentile by assets National rank
$715,932
Avg per participant High balance/head
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Official DOL plan name: Equus Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Equus Holdings, Inc. · Minnesota · Manufacturing

$89M in assets, 125 participants

Equus Holdings, Inc.'s Equus Holdings, Inc. Employee Stock Ownership Plan reported $89M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,071 in Manufacturing (17,777 peers)

Coverage in Minnesota

Equus Holdings, Inc. Employee Stock Ownership Plan covers 125 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $89M.

#15,071
in Manufacturing (17,777 peers)
-12.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equus Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Equus Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$89,491,496 Top 10% higher than 90% 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 Holdings, Inc. Employee Stock Ownership 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 Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Equus Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2023 filing to -$13M in the plan year 2024 filing.
  • Equus Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 154 in the plan year 2023 filing to 125 in the plan year 2024 filing.
  • Equus Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $102M in the plan year 2023 filing to $89M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411827055 · Equus Holdings, Inc. PY 2024 · ESOP

Equus Holdings, Inc. Employee Stock Ownership Plan · $89M · 125 · 90th

  • VS-ST $89M
  • BOY 125
  • SCH 90th
  • EBSA ESOP
  • PART near James M. Pleasants Company, Inc. Employee Stock Ownership Plan
  • TYPE ind #15071

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 What is an ESOP? → · Plans in Minnesota →

Equus Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hmc Architects Employee Stock Ownership PlanHmc Architects Employee Stoc…$90MMccreary Modern, Inc. Employee Stock Ownership PlanMccreary Modern, Inc. Employ…$90MFirst American Bank Corporation Employee Stock Ownership PlanFirst American Bank Corporat…$90MEquus Holdings, Inc. Employee Stock Ownership PlanEquus Holdings, Inc. Employe…$89MJames M. Pleasants Company, Inc. Employee Stock Ownership PlanJames M. Pleasants Company, …$89M
End-of-year total assets ($M) among Equus Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$87M
Net Income-$13M
Employer EIN411827055
Plan Effective Date2007-01-01
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 ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Equus Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants Equus Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 89.491496 · Participants: 125Equus Holdings, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Equus Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Equus Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Equus Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is James M. Pleasants Company, Inc. Employee Stock Ownership Plan in NC ($89M); by covered participants it is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Equus Holdings, Inc. Employee Stock Ownership Plan pulled back noticeably - down 12.6% during 2024, from $102M to $89M. Reported net income was -$13M.
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 Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Equus Holdings, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Equus Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is James M. Pleasants Company, Inc. Employee Stock Ownership Plan in NC ($89M, 183 participants).
Which ESOP plans cover a similar participant headcount to Equus Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (125 participants, $234K 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.