401(k) · DOL Form 5500 · 2024

Equity Trust Company 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
452
Participants Below avg headcount
77th
Percentile by assets National rank
$66,141
Avg per participant Below avg balance/head
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Official DOL plan name: Equity Trust Company 401(k) Plan · Sponsored by Equity Trust Company · Ohio · Finance & Insurance

$30M in assets, 452 participants

Equity Trust Company's Equity Trust Company 401(k) Plan reported $30M in total assets and 452 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,529 in Finance & Insurance (8,549 peers)

Where Equity Trust Company 401(k) Plan sits by assets

Equity Trust Company 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 452 participants (~$66,141/participant), up 39.1% in 2024.

#5,529
in Finance & Insurance (8,549 peers)
+39.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Equity Trust Company 401(k) Plan's outsized position by total assets

Equity Trust Company 401(k) Plan vs every filed plan by assets

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

$29,895,702 Top 23% higher than 77% 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

Equity Trust Company 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. Equity Trust Company 401(k) Plan sits mid-pack in the medium band (452 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Equity Trust Company 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Equity Trust Company 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Equity Trust Company 401(k) Plan reported participants rose from 400 in the plan year 2023 filing to 452 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 050552743 · Equity Trust Company PY 2024 · 401(k)

Equity Trust Company 401(k) Plan · $30M · 452 · 77th

  • PART $30M
  • TYPE 452
  • NET 77th
  • BOOK 401(k)
  • VS-ST near The Philadelphia Zoo 401(k) Retirement Savings Plan
  • BOY ind #5529

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 Ohio →

Equity Trust Company 401(k) Plan in the asset neighbourhood

Equity Trust Company 401(k) PlanEquity Trust Company 401(k) …$30MThe Philadelphia Zoo 401(k) Retirement Savings PlanThe Philadelphia Zoo 401(k) …$30MHammes Company LLC 401(k) Savings PlanHammes Company LLC 401(k) Sa…$30MChelan Fresh Marketing/Bhpo LP 401(k) PlanChelan Fresh Marketing/Bhpo …$30MSaban Capital Group LLC 401(k) and Retirement PlanSaban Capital Group LLC 401(…$30M
End-of-year total assets ($M) among Equity Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN050552743
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equity Trust Company)

Sponsor-wide plan assets over time

All Equity Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$30M 55.57777324334337% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.2M $29.9M ▲ +55.6%
Year Plans Participants Total Assets
2022 1 323 $19M
2023 1 400 $21M
2024 1 452 $30M

Nearby 401(k) Plans in Ohio

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

Equity Trust Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Equity Trust Company 401(k) Plan, Total assets ($B): 0.029895702 · Participants: 452Equity Trust Company 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Equity Trust Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Equity Trust Company 401(k) Plan side-by-side with 3 peers →

Equity Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Philadelphia Zoo 401(k) Retirement Savings Plan in PA ($30M); by covered participants it is Ehpv 401(k) Plan in NE (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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 Equity Trust Company 401(k) Plan assets move in 2024? ▼
Equity Trust Company 401(k) Plan surged - up 39.1% during 2024, from $21M to $30M. Reported net income was $6M.
How have Equity Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equity Trust Company's sponsor-wide assets grew 55.6%, from $19M to $30M.
Where does Equity Trust Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Equity Trust Company 401(k) Plan ranks in the 77th 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 Equity Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Philadelphia Zoo 401(k) Retirement Savings Plan in PA ($30M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Equity Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ehpv 401(k) Plan in NE (452 participants, $5M 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 050552743.

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.