401(k) · DOL Form 5500 · 2024

2gr Equity Trust 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 4
Participants Small participant base: 28th
Percentile by assets National rank: $445,364
Avg per participant High balance/head

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Official DOL plan name: 2gr Equity Trust · Sponsored by 2gr Equity Trust · Texas · Unclassified

$2M in assets, 4 participants

2gr Equity Trust's 2gr Equity Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

#23 in Unclassified (37 peers)

Unclassified sector rank

Within Unclassified, 2gr Equity Trust ranks #23 of 37 2024 filers by assets (169% of the sector average)-$2M for 4 participants.

#23
in Unclassified (37 peers): +19.7%
assets growth YoY

2gr Equity Trust among the smaller filed plans by assets

2gr Equity Trust vs every filed plan by assets

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

$1,781,455 28th percentile higher than 28% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

2gr Equity Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 2gr Equity Trust is a micro filing (4 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

2gr Equity Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
2gr Equity Trust reported net income rose from $273K in the plan year 2023 filing to $293K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 854126172 · 2gr Equity Trust PY 2024 · 401(k)

2gr Equity Trust · $2M · 4 · 28th

EIN $2M
RANK 4
PHOTO 28th
IND 401(k)
EOY near Trc Financial Insurance Services Retirement Savings Plan
5500 ind #23

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 Unclassified retirement plans → · Plans in Texas →

End-of-year total assets ($M) among 2gr Equity Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Unclassified filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$293K
Employer EIN	854126172
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (2gr Equity Trust)

Latest sponsor-wide plan assets: $2M 59.624150225217754% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	4	$1M
2024	1	4	$2M

Nearby 401(k) Plans in Texas

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

2gr Equity Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare 2gr Equity Trust side-by-side with 3 peers →

2gr Equity Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Trc Financial Insurance Services Retirement Savings Plan in CA ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Trc Financial Insurance Services Retirement Savings Plan (CA) $2M · 6
Gps Ventures Retirement Plan (CA) $2M · 1
Finger Lakes Premier Properties 401(k) Plan (NY) $2M · 75
Mario Fischetti Nursery, Inc. Profit Sharing Plan (NY) $2M · 7

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
Fallon Holdings, Inc. 401(k) Plan (KY) 4 · 0 off

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 2gr Equity Trust assets move in 2024? ▼

2gr Equity Trust grew sharply - up 19.7% during 2024, from $1M to $2M. Reported net income was $293K.

How have 2gr Equity Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), 2gr Equity Trust's sponsor-wide assets grew 59.6%, from $1M to $2M.

Which 401(k) plans are similar in size to 2gr Equity Trust? ▼

Among 401(k) plans in other states, the closest by assets is Trc Financial Insurance Services Retirement Savings Plan in CA ($2M, 6 participants).

Which 401(k) plans cover a similar participant headcount to 2gr Equity Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 854126172.