401(k) · DOL Form 5500 · 2024

Equitable Financial Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$2.6B
Total assets Very large vs avg
7,275
Participants Very large workforce
99th
Percentile by assets National rank
$364,196
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #8,439 in Finance & Insurance (8,549 peers)

Coverage in New York

The Equitable 401(k) Plan covers 7,275 participants in New York, 9.1x the typical New York plan (state average ~798 per filing). Assets: $2.6B.

#8,439
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY
27×
vs typical plan assets (national mean)

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

The Equitable 401(k) Plan vs every filed plan by assets

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

$2,649,524,369 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

The Equitable 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. The Equitable 401(k) Plan lands in the large band (7,275 participants).

Form 5500 schedule snapshot

Filing strip 135570651 · Equitable Financial Life Insurance Company PY 2024 · 401(k)

The Equitable 401(k) Plan · $2.6B · 7,275 · 99th

  • PHOTO $2.6B
  • IND 7,275
  • EOY 99th
  • 5500 401(k)
  • ASSETS near Wellspan 403(b) Retirement Savings Plan
  • PCT ind #8439

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 →

The Equitable 401(k) Plan in the asset neighbourhood

Republic Services, Inc. 401(k) PlanRepublic Services, Inc. 401(…$2.7BFreeport-Mcmoran Inc. Employee Capital Accumulation ProgramFreeport-Mcmoran Inc. Employ…$2.7BThe Equitable 401(k) Plan$2.6BWellspan 403(b) Retirement Savings PlanWellspan 403(b) Retirement S…$2.6BCenterpoint Energy Savings PlanCenterpoint Energy Savings P…$2.6B
End-of-year total assets ($B) among The Equitable 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$2.4B
Net Assets (End of Year)$2.6B
Net Income$213M
Employer EIN135570651
Plan Effective Date1969-07-01
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 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 Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants The Equitable 401(k) Plan, Total assets ($B): 2.649524369 · Participants: 7275The Equitable 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
The Equitable 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Equitable 401(k) Plan side-by-side with 3 peers →

Scale composition for The Equitable 401(k) Plan

The Equitable 401(k) Plan reports $2.6B in end-of-year assets across 7,275 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $364,196 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2024 was $213M.

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside New York, the nearest 401(k) by assets is Wellspan 403(b) Retirement Savings Plan in PA ($2.6B); by covered participants it is Chenega Corporation 401(k) Profit Sharing Plan and Trust in AK (7,277 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (7,275 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 The Equitable 401(k) Plan assets move in 2024? ▼
The Equitable 401(k) Plan grew at a solid clip - up 8.8% during 2024, from $2.4B to $2.6B. Reported net income was $213M.
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 The Equitable 401(k) Plan rank by assets among Form 5500 filers? ▼
The Equitable 401(k) 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 401(k) plans are similar in size to The Equitable 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wellspan 403(b) Retirement Savings Plan in PA ($2.6B, 21,551 participants).
Which 401(k) plans cover a similar participant headcount to The Equitable 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chenega Corporation 401(k) Profit Sharing Plan and Trust in AK (7,277 participants, $451M 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.