Defined Benefit (Pension) · DOL Form 5500 · 2024

Equitable Financial Life Insurance Company Pension Plan

Data updated 2026-07-24

$1.7B
Total assets: 2,363
Participants: 99th
Percentile by assets: $728,569
Avg per participant

Official DOL plan name: Equitable Retirement Plan · Sponsored by Equitable Financial Life Insurance Company · New York · Finance & Insurance

$1.7B in assets, 2,363 participants

Equitable Financial Life Insurance Company's Equitable Retirement Plan reported $1.7B in total assets and 2,363 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in New York

Equitable Retirement Plan covers 2,363 participants in New York, 3.0x the typical New York plan (state average ~795 per filing). Assets: $1.7B.

$1.7B
total plan assets (2024 EOY): 2,363
covered participants: 99th
percentile by assets (of 116,472 plans): $728,569
avg assets per participant

The plan reported a net loss of $72M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equitable Retirement Plan reported net income fell from -$23M in the plan year 2023 filing to -$72M in the plan year 2024 filing.
Equitable Retirement Plan reported participants fell from 2,527 in the plan year 2023 filing to 2,363 in the plan year 2024 filing.
Equitable Retirement Plan end-of-year assets fell from $1.8B in the plan year 2023 filing to $1.7B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Equitable Retirement Plan reports 2,363 participants - 3.0x that state average ($1.7B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$1.8B
Net Assets (End of Year)	$1.7B
Net Income	-$72M
Employer EIN	135570651
Plan Effective Date	1943-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Equitable Financial Life Insurance Company)

Total plan assets by year, all Equitable Financial Life Insurance Company plans on file

Year	Plans	Participants	Total Assets
2022	1	2,752	$1.8B
2023	1	2,527	$1.8B
2024	2	9,638	$4.4B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Equitable Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Equitable Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Equitable Retirement Plan by total assets, not by location.

Employee Retirement Income Plan - Hourly West (WA) $1.7B · 938
Teamsters Local 639 - Employers Pension Trust Fund (DC) $1.7B · 4,123
S.E.I.U. National Industry Pension Fund (DC) $1.7B · 95,567
Brightspeed Pension Plan (NC) $1.7B · 1,928

Frequently Asked Questions

How did Equitable Retirement Plan assets move in 2024? ▼

Equitable Retirement Plan edged down modestly - down 4.0% during 2024, from $1.8B to $1.7B. Reported net income was -$72M.

How have Equitable Financial Life Insurance Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Equitable Financial Life Insurance Company's sponsor-wide assets grew 140.4%, from $1.8B to $4.4B.

Where does Equitable Retirement Plan rank by assets among Form 5500 filers? ▼

Equitable Retirement Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Equitable Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee Retirement Income Plan - Hourly West in WA ($1.7B, 938 participants).

Next read for Equitable Retirement Plan

Filing takeaways

Ways to act on Equitable Retirement Plan's numbers.

By total assets, Equitable Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Equitable Financial Life Insurance Company's sponsor-wide assets have grown 140.4% since 2022 across 3 plan years on file. More Finance & Insurance 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 135570651.

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.