ESOP · DOL Form 5500 · 2024

Equus Holdings, Inc. ESOP

Data updated 2026-08-06

$89M
Total assets: 125
Participants: 90th
Percentile by assets: $715,932
Avg per participant

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.

90th percentile by assets (of 116,472 plans)

Coverage in Minnesota

Equus Holdings, Inc. Employee Stock Ownership Plan covers 125 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,161 per filing). Assets: $89M.

$89M
total plan assets (2024 EOY): 125
covered participants: 90th
percentile by assets (of 116,472 plans): $715,932
avg assets per participant

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 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 →

State

Minnesota

Industry

Manufacturing

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Equus Holdings, Inc. Employee Stock Ownership Plan reports 125 participants - about 11% of that state average ($89M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$102M
Net Assets (End of Year)	$87M
Net Income	-$13M
Employer EIN	411827055
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Equus Holdings, Inc.)

Total plan assets by year, all Equus Holdings, Inc. plans on file

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

Andersen Corporation Employee Stock Ownership Plan $963M · 12,104
Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $594M · 490
Kingdom Enterprises, Inc. Employee Stock Ownership Plan $594M · 782
Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
Hormel Foods Corporation Joint Earnings Profit Sharing Trust $424M · 4,375

Compare Equus Holdings, Inc. Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Equus Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

James M. Pleasants Company, Inc. Employee Stock Ownership Plan (NC) $89M · 183
First American Bank Corporation Employee Stock Ownership Plan (IL) $90M · 781
Mccreary Modern, Inc. Employee Stock Ownership Plan (NC) $90M · 707
Hmc Architects Employee Stock Ownership Plan (CA) $90M · 277

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 116,472 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).

Next read for Equus Holdings, Inc. Employee Stock Owne…

Filing takeaways

Ways to act on Equus Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Equus Holdings, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
Equus Holdings, Inc.'s sponsor-wide assets have grown 3.8% since 2022 across 3 plan years on file. More Manufacturing plans

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.