401(k) · DOL Form 5500 · 2024
Equisoft Inc 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $107,372
- Avg per participant Below avg balance/head
Official DOL plan name: Equisoft Inc. 401(k) Profit Sharing Plan · Sponsored by Equisoft Inc · Pennsylvania · Professional & Technical Services
$16M in assets, 150 participants
Equisoft Inc's Equisoft Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #13,110 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Equisoft Inc. 401(k) Profit Sharing Plan covers 150 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.
- #13,110
- in Professional & Technical Services (20,173 peers)
- +25.8%
- assets growth YoY
Equisoft Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Equisoft Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,105,739 Top 34% higher than 66% 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
Equisoft 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. Equisoft Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Equisoft Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Equisoft Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Equisoft Inc. 401(k) Profit Sharing Plan reported participants rose from 147 in the plan year 2023 filing to 150 in the plan year 2024 filing.
DOL schedule card
Filing strip 980607844 · Equisoft Inc PY 2024 · 401(k)
Equisoft Inc. 401(k) Profit Sharing Plan · $16M · 150 · 66th
- 5500 $16M
- ASSETS 150
- PCT 66th
- EIN 401(k)
- RANK near Bully Pulpit Interactive, LLC 401(k) Plan
- PHOTO ind #13110
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Equisoft Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 980607844 |
| Plan Effective Date | 2016-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equisoft Inc)
Sponsor-wide plan assets over time
All Equisoft Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 78.88779879028304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $9M |
| 2023 | 1 | 147 | $13M |
| 2024 | 1 | 150 | $16M |
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
Equisoft Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Bully Pulpit Interactive, LLC 401(k) Plan in DC ($16M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Bully Pulpit Interactive, LLC 401(k) Plan (DC) $16M · 149
- Pine Manor, Inc. 401(k) Plan (IN) $16M · 717
- Alliance Material Handling, Inc. 401(k) Plan (MD) $16M · 278
- 4earth Farms Retirement Plan (CA) $16M · 357
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Golden Bank National Association 401(k) Retirement Savings Plan (TX) 150 · 0 off
- Xmek, Inc. Retirement Saving Plan (TX) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.