401(k) · DOL Form 5500 · 2024
Equitable Financial Life Insurance Company 401(k) Plan
Data updated 2026-07-24
- $2.6B
- Total assets
- 7,275
- Participants
- 99th
- Percentile by assets
- $364,196
- Avg per participant
Official DOL plan name: The Equitable 401(k) Plan · Sponsored by Equitable Financial Life Insurance Company · New York · Finance & Insurance
$2.6B in assets, 7,275 participants
Equitable Financial Life Insurance Company's The Equitable 401(k) Plan reported $2.6B in total assets and 7,275 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
The Equitable 401(k) Plan covers 7,275 participants in New York, 9.2x the typical New York plan (state average ~795 per filing). Assets: $2.6B.
- $2.6B
- total plan assets (2024 EOY)
- 7,275
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $364,196
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. The Equitable 401(k) Plan reports 7,275 participants - 9.2x that state average ($2.6B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $213M |
| Employer EIN | 135570651 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equitable Financial Life Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,752 | $1.8B |
| 2023 | 1 | 2,527 | $1.8B |
| 2024 | 2 | 9,638 | $4.4B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Equitable 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Equitable 401(k) Plan by total assets, not by location.
- Wellspan 403(b) Retirement Savings Plan (PA) $2.6B · 21,551
- Centerpoint Energy Savings Plan (TX) $2.6B · 8,012
- Republic Services, Inc. 401(k) Plan (AZ) $2.7B · 32,629
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program (AZ) $2.7B · 13,770
Frequently Asked Questions
How did The Equitable 401(k) Plan assets move in 2024? ▼
How have Equitable Financial Life Insurance Company plan assets changed over time? ▼
Where does The Equitable 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Equitable 401(k) Plan? ▼
Next read for The Equitable 401(k) Plan
Filing takeaways
Ways to act on The Equitable 401(k) Plan's numbers.
- By total assets, The Equitable 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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.