401(k) · DOL Form 5500 · 2024

Equiniti Trust Company 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
1,190
Participants Near avg headcount
92nd
Percentile by assets National rank
$106,657
Avg per participant Below avg balance/head
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Official DOL plan name: Equiniti 401(k) Plan · Sponsored by Equiniti Trust Company · New York · Finance & Insurance

$127M in assets, 1,190 participants

Equiniti Trust Company's Equiniti 401(k) Plan reported $127M in total assets and 1,190 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,485 in Finance & Insurance (8,549 peers)

Where Equiniti 401(k) Plan sits by assets

Equiniti 401(k) Plan sits in the top 10% of all filed plans by assets, $127M for 1,190 participants (~$106,657/participant), up 16.8% in 2024.

#7,485
in Finance & Insurance (8,549 peers)
+16.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

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

Equiniti 401(k) Plan vs every filed plan by assets

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

$126,921,248 Top 8% higher than 92% 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

Equiniti 401(k) 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. Equiniti 401(k) Plan lands in the large band (1,190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Equiniti 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Equiniti 401(k) Plan end-of-year assets rose from $109M in the plan year 2023 filing to $127M in the plan year 2024 filing.
  • Equiniti 401(k) Plan reported participants fell from 1,250 in the plan year 2023 filing to 1,190 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133439945 · Equiniti Trust Company PY 2024 · 401(k)

Equiniti 401(k) Plan · $127M · 1,190 · 92nd

  • EBSA $127M
  • EBSA 1,190
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan
  • EBSA ind #7485

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 →

Equiniti 401(k) Plan in the asset neighbourhood

Stand Together Benefits, LLC 401(k) PlanStand Together Benefits, LLC…$127MNn, Inc. 401(k) Profit Sharing PlanNn, Inc. 401(k) Profit Shari…$127MSaginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing PlanSaginaw Chippewa Indian Trib…$127MAmerican Dental Association Employees' Savings and Thrift PlanAmerican Dental Association …$127MEquiniti 401(k) Plan$127M
End-of-year total assets ($M) among Equiniti 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)$109M
Net Assets (End of Year)$127M
Net Income$18M
Employer EIN133439945
Plan Effective Date2018-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equiniti Trust Company)

Sponsor-wide plan assets over time

All Equiniti Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$127M
2024 filing year
$0M$50M$100M$150M 202220232024 $0M $127M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 698 N/A
2023 1 1,250 $109M
2024 1 1,190 $127M

Nearby 401(k) Plans in New York

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

Equiniti 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Equiniti 401(k) Plan, Total assets ($B): 0.126921248 · Participants: 1190Equiniti 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Equiniti 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Equiniti 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan in MI ($127M); by covered participants it is Ichor Systems, Inc. Retirement Savings Plan in TX (1,190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,190 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 Equiniti 401(k) Plan assets move in 2024? ▼
Equiniti 401(k) Plan grew sharply - up 16.8% during 2024, from $109M to $127M. Reported net income was $18M.
Where does Equiniti 401(k) Plan rank by assets among Form 5500 filers? ▼
Equiniti 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Equiniti 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan in MI ($127M, 4,579 participants).
Which 401(k) plans cover a similar participant headcount to Equiniti 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ichor Systems, Inc. Retirement Savings Plan in TX (1,190 participants, $108M 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 133439945.

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.