Defined Benefit (Pension) · DOL Form 5500 · 2024

Equitable Financial Life Insurance Company Pension Plan

Data updated 2026-08-25

$1.7B
Total assets Very large vs avg
2,363
Participants Above avg headcount
99th
Percentile by assets National rank
$728,569
Avg per participant High balance/head
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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.

  • #8,394 in Finance & Insurance (8,549 peers)

Coverage in New York

Equitable Retirement Plan covers 2,363 participants in New York, 3.0x the typical New York plan (state average ~798 per filing). Assets: $1.7B.

#8,394
in Finance & Insurance (8,549 peers)
-4.0%
assets change YoY
17×
vs typical plan assets (national mean)

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's outsized position by total assets

Equitable Retirement Plan vs every filed plan by assets

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

$1,721,607,579 Top 1% higher than 99% 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

Equitable Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equitable Retirement Plan lands in the large band (2,363 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 135570651 · Equitable Financial Life Insurance Company PY 2024 · Defined Benefit (Pension)

Equitable Retirement Plan · $1.7B · 2,363 · 99th

  • EBSA $1.7B
  • EBSA 2,363
  • EBSA 99th
  • EBSA Defined Benefit (Pension)
  • EBSA near Employee Retirement Income Plan - Hourly West
  • EBSA ind #8394

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 New York →

Equitable Retirement Plan in the asset neighbourhood

Teamsters Local 639 - Employers Pension Trust FundTeamsters Local 639 - Employ…$1.7BEquitable Retirement Plan$1.7BEmployee Retirement Income Plan - Hourly WestEmployee Retirement Income P…$1.7BS.E.I.U. National Industry Pension FundS.E.I.U. National Industry P…$1.7BBrightspeed Pension Plan$1.7B
End-of-year total assets ($B) among Equitable Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$1.7B
Net Income-$72M
Employer EIN135570651
Plan Effective Date1943-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equitable Financial Life Insurance Company)

Sponsor-wide plan assets over time

All Equitable Financial Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$4.4B 140.44955710597313% vs 2022
2024 filing year
$1B$2B$3B$4B$5B 202220232024 $1.82B $4.37B ▲ +140.1%
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 Scatter plot of 6 data points. -50000050000100000150000 05101520 Total assets ($B) Participants Equitable Retirement Plan, Total assets ($B): 1.721607579 · Participants: 2363Equitable Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Equitable Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Equitable Retirement Plan side-by-side with 3 peers →

Equitable Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Employee Retirement Income Plan - Hourly West in WA ($1.7B); by covered participants it is Milwaukee Drivers Pension Plan in WI (2,366 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,363 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 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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Equitable Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Milwaukee Drivers Pension Plan in WI (2,366 participants, $1.1B 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 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.