401(k) · DOL Form 5500 · 2024

Equix Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
821
Participants Near avg headcount
79th
Percentile by assets National rank
$40,170
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Retirement Savings Plan · Sponsored by Equix Holdings, Inc. · Wisconsin · Construction

$33M in assets, 821 participants

Equix Holdings, Inc.'s 401(k) Retirement Savings Plan reported $33M in total assets and 821 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,978 in Construction (9,039 peers)

Where 401(k) Retirement Savings Plan sits by assets

401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $33M for 821 participants (~$40,170/participant), up 12.0% in 2024.

#6,978
in Construction (9,039 peers)
+12.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

401(k) Retirement Savings Plan's outsized position by total assets

401(k) Retirement Savings Plan vs every filed plan by assets

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

$32,979,368 Top 21% higher than 79% 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

401(k) 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. 401(k) Retirement Savings Plan sits mid-pack in the medium band (821 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • 401(k) Retirement Savings Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • 401(k) Retirement Savings Plan reported participants fell from 886 in the plan year 2023 filing to 821 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 853508497 · Equix Holdings, Inc. PY 2024 · 401(k)

401(k) Retirement Savings Plan · $33M · 821 · 79th

  • BOOK $33M
  • BOOK 821
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near The Stephens Group, LLC 401(k) Plan
  • BOOK ind #6978

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 Construction retirement plans → · Plans in Wisconsin →

401(k) Retirement Savings Plan in the asset neighbourhood

401(k) Retirement Savings Plan401(k) Retirement Savings Pl…$33MThe Stephens Group, LLC 401(k) PlanThe Stephens Group, LLC 401(…$33MEnb Financial Corp 401(k) Savings PlanEnb Financial Corp 401(k) Sa…$33MHotel Retirement Systems Profit Sharing Plan and TrustHotel Retirement Systems Pro…$33MBerman and Simmons, P.a. 401(k) Profit Sharing PlanBerman and Simmons, P.a. 401…$33M
End-of-year total assets ($M) among 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN853508497
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equix Holdings, Inc.)

Sponsor-wide plan assets over time

All Equix Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 35.46662162527407% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.4M $33M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 849 $24M
2023 1 886 $29M
2024 1 821 $33M

Nearby 401(k) Plans in Wisconsin

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

401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 401(k) Retirement Savings Plan, Total assets ($B): 0.032979368 · Participants: 821401(k) Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare 401(k) Retirement Savings Plan side-by-side with 3 peers →

401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Stephens Group, LLC 401(k) Plan in AR ($33M); by covered participants it is 401(k) Profit Sharing Plan for Employees of Great Western Dining Service, Inc. in MO (821 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (821 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 401(k) Retirement Savings Plan assets move in 2024? ▼
401(k) Retirement Savings Plan grew at a solid clip - up 12.0% during 2024, from $29M to $33M. Reported net income was $4M.
How have Equix Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equix Holdings, Inc.'s sponsor-wide assets grew 35.5%, from $24M to $33M.
Where does 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
401(k) Retirement Savings Plan ranks in the 79th 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 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Stephens Group, LLC 401(k) Plan in AR ($33M, 121 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Profit Sharing Plan for Employees of Great Western Dining Service, Inc. in MO (821 participants, N/A 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 853508497.

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.