401(k) · DOL Form 5500 · 2024

Quaker Equities, Ltd. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
291
Participants Below avg headcount
82nd
Percentile by assets National rank
$139,521
Avg per participant Near avg balance/head
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Official DOL plan name: Quaker Equities, Ltd. 401(k) Plan · Sponsored by Quaker Equities, Ltd. · New York · Management of Enterprises

$41M in assets, 291 participants

Quaker Equities, Ltd.'s Quaker Equities, Ltd. 401(k) Plan reported $41M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #726 in Management of Enterprises (1,133 peers)

Coverage in New York

Quaker Equities, Ltd. 401(k) Plan covers 291 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $41M.

#726
in Management of Enterprises (1,133 peers)
+22.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Quaker Equities, Ltd. 401(k) Plan's outsized position by total assets

Quaker Equities, Ltd. 401(k) Plan vs every filed plan by assets

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

$40,600,725 Top 18% higher than 82% 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

Quaker Equities, Ltd. 401(k) 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. Quaker Equities, Ltd. 401(k) Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Quaker Equities, Ltd. 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Quaker Equities, Ltd. 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133411457 · Quaker Equities, Ltd. PY 2024 · 401(k)

Quaker Equities, Ltd. 401(k) Plan · $41M · 291 · 82nd

  • VS-ST $41M
  • VS-ST 291
  • VS-ST 82nd
  • VS-ST 401(k)
  • VS-ST near Container Graphics Corporation Retirement and Savings Plan
  • VS-ST ind #726

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 Management of Enterprises retirement plans → · Plans in New York →

Quaker Equities, Ltd. 401(k) Plan in the asset neighbourhood

American Ambulance 401(k) Retirement PlanAmerican Ambulance 401(k) Re…$41MQuaker Equities, Ltd. 401(k) PlanQuaker Equities, Ltd. 401(k)…$41MContainer Graphics Corporation Retirement and Savings PlanContainer Graphics Corporati…$41MNichols Portland, Inc. 401(k) Savings PlanNichols Portland, Inc. 401(k…$41MFrazier Industrial Co. Savings and Investment Retirement PlanFrazier Industrial Co. Savin…$41M
End-of-year total assets ($M) among Quaker Equities, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN133411457
Plan Effective Date1996-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Quaker Equities, Ltd.)

Sponsor-wide plan assets over time

All Quaker Equities, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 46.59778258564985% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.7M $40.6M ▲ +46.6%
Year Plans Participants Total Assets
2022 2 475 $28M
2023 1 292 $33M
2024 1 291 $41M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Quaker Equities, Ltd. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Quaker Equities, Ltd. 401(k) Plan, Total assets ($B): 0.040600725 · Participants: 291Quaker Equities, Ltd. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Quaker Equities, Ltd. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Quaker Equities, Ltd. 401(k) Plan side-by-side with 3 peers →

Quaker Equities, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Container Graphics Corporation Retirement and Savings Plan in NC ($41M); by covered participants it is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Quaker Equities, Ltd. 401(k) Plan assets move in 2024? ▼
Quaker Equities, Ltd. 401(k) Plan grew sharply - up 22.0% during 2024, from $33M to $41M. Reported net income was $7M.
How have Quaker Equities, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quaker Equities, Ltd.'s sponsor-wide assets grew 46.6%, from $28M to $41M.
Where does Quaker Equities, Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Quaker Equities, Ltd. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Quaker Equities, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Container Graphics Corporation Retirement and Savings Plan in NC ($41M, 343 participants).
Which 401(k) plans cover a similar participant headcount to Quaker Equities, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants, $16M 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 133411457.

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.