401(k) · DOL Form 5500 · 2024

Equitas Health 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
603
Participants Below avg headcount
68th
Percentile by assets National rank
$29,628
Avg per participant Low balance/head
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Official DOL plan name: Equitas Health 401(k) Plan and Profit Sharing Plan · Sponsored by Equitas Health · Ohio · Healthcare & Social Assistance

$18M in assets, 603 participants

Equitas Health's Equitas Health 401(k) Plan and Profit Sharing Plan reported $18M in total assets and 603 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,324 in Healthcare & Social Assistance (16,916 peers)

Equitas Health multi-year trail

Equitas Health's plans moved +63.0% in assets from 2022 to 2024; this filing shows Equitas Health 401(k) Plan and Profit Sharing Plan at $18M / 603 participants.

#12,324
in Healthcare & Social Assistance (16,916 peers)
+24.0%
assets growth YoY

Equitas Health 401(k) Plan and Profit Sharing Plan's outsized position by total assets

Equitas Health 401(k) Plan and Profit Sharing Plan vs every filed plan by assets

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

$17,865,581 Top 32% higher than 68% 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

Equitas Health 401(k) Plan and Profit Sharing 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. Equitas Health 401(k) Plan and Profit Sharing Plan sits mid-pack in the medium band (603 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Equitas Health 401(k) Plan and Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Equitas Health 401(k) Plan and Profit Sharing Plan reported participants rose from 553 in the plan year 2023 filing to 603 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311126780 · Equitas Health PY 2024 · 401(k)

Equitas Health 401(k) Plan and Profit Sharing Plan · $18M · 603 · 68th

  • IND $18M
  • EOY 603
  • 5500 68th
  • ASSETS 401(k)
  • PCT near Krekow Jennings, Inc. Retirement Plan
  • EIN ind #12324

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Equitas Health 401(k) Plan and Profit Sharing Plan in the asset neighbourhood

Equitas Health 401(k) Plan and Profit Sharing PlanEquitas Health 401(k) Plan a…$18MKrekow Jennings, Inc. Retirement PlanKrekow Jennings, Inc. Retire…$18MSba Defined Contribution Plan for Village Bank and Trust Financial CorporationSba Defined Contribution Pla…$18MMarion Eye Centers, Ltd., 401(k) PlanMarion Eye Centers, Ltd., 40…$18MVoss Automotive, Inc. 401(k) Profit Sharing Plan and TrustVoss Automotive, Inc. 401(k)…$18M
End-of-year total assets ($M) among Equitas Health 401(k) Plan and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Equitas Health multi-year asset trail

Sponsor-wide plan assets over time

All Equitas Health plans reported in each filing year

Latest sponsor-wide plan assets
$18M 63.031312857181184% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11M $17.9M ▲ +63.0%
Year Plans Participants Total Assets
2022 1 489 $11M
2023 1 553 $14M
2024 1 603 $18M

Equitas Health filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN311126780
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Equitas Health 401(k) Plan and Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Equitas Health 401(k) Plan and Profit Sharing Plan, Total assets ($B): 0.017865581 · Participants: 603Equitas Health 401(k) Plan and Profit Sharing 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
Equitas Health 401(k) Plan and Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Equitas Health 401(k) Plan and Profit Sharing Plan side-by-side with 3 peers →

Equitas Health 401(k) Plan and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Krekow Jennings, Inc. Retirement Plan in WA ($18M); by covered participants it is Aa Transportation, Inc. 401(k) Plan in MA (603 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (603 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 Equitas Health 401(k) Plan and Profit Sharing Plan assets move in 2024? ▼
Equitas Health 401(k) Plan and Profit Sharing Plan grew sharply - up 24.0% during 2024, from $14M to $18M. Reported net income was $3M.
How have Equitas Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equitas Health's sponsor-wide assets grew 63.0%, from $11M to $18M.
Which 401(k) plans are similar in size to Equitas Health 401(k) Plan and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Krekow Jennings, Inc. Retirement Plan in WA ($18M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Equitas Health 401(k) Plan and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aa Transportation, Inc. 401(k) Plan in MA (603 participants, $6M 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 311126780.

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.