401(k) · DOL Form 5500 · 2024
Equitrust Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 381
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $91,575
- Avg per participant Below avg balance/head
Official DOL plan name: Equitrust Life Insurance Company Retirement Savings Plan · Sponsored by Equitrust Life Insurance Company · Illinois · Finance & Insurance
$35M in assets, 381 participants
Equitrust Life Insurance Company's Equitrust Life Insurance Company Retirement Savings Plan reported $35M in total assets and 381 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #5,821 in Finance & Insurance (8,549 peers)
Coverage in Illinois
Equitrust Life Insurance Company Retirement Savings Plan covers 381 participants in Illinois, about 49% of the average Illinois filer (state average ~779 per filing). Assets: $35M.
- #5,821
- in Finance & Insurance (8,549 peers)
- +41.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Equitrust Life Insurance Company Retirement Savings Plan's outsized position by total assets
Equitrust Life Insurance Company Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,890,138 Top 20% higher than 80% 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
Equitrust Life Insurance Company Retirement 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. Equitrust Life Insurance Company Retirement Savings Plan sits mid-pack in the medium band (381 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Equitrust Life Insurance Company Retirement Savings Plan reported participants rose from 260 in the plan year 2023 filing to 381 in the plan year 2024 filing.
- Equitrust Life Insurance Company Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Equitrust Life Insurance Company Retirement Savings Plan reported net income rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 421468417 · Equitrust Life Insurance Company PY 2024 · 401(k)
Equitrust Life Insurance Company Retirement Savings Plan · $35M · 381 · 80th
- RANK $35M
- RANK 381
- RANK 80th
- RANK 401(k)
- RANK near Palmetto Citizens Federal Credit Union 401(k) Plan and Trust
- RANK ind #5821
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 Finance & Insurance retirement plans → · Plans in Illinois →
Equitrust Life Insurance Company Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $10M |
| Employer EIN | 421468417 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equitrust Life Insurance Company)
Sponsor-wide plan assets over time
All Equitrust Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 99.77436865479835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $17M |
| 2023 | 1 | 260 | $25M |
| 2024 | 1 | 381 | $35M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Equitrust Life Insurance Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Palmetto Citizens Federal Credit Union 401(k) Plan and Trust in SC ($35M); by covered participants it is The Hanover Research Council, LLC 401(k) Profit Sharing Plan in VA (381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (381 participants); asset peers above are excluded.
- The Hanover Research Council, LLC 401(k) Profit Sharing Plan (VA) 381 · 0 off
- Perfect Health 401(k) Plan (MO) 381 · 0 off
- Loren Cook Company 401(k) Plan (MO) 381 · 0 off
- M3 Retirement Savings Plan (WI) 381 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.