401(k) · DOL Form 5500 · 2024

Aequitas Services, Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
N/A
Participants Small participant base
37th
Percentile by assets National rank
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Official DOL plan name: Aequitas Services, Inc 401(k) Plan · Sponsored by Aequitas Services, Inc · Kentucky · Construction

$4M in assets, N/A participants

Aequitas Services, Inc's Aequitas Services, Inc 401(k) Plan reported $4M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,239 in Construction (9,039 peers)

Aequitas Services, Inc multi-year trail

Aequitas Services, Inc's plans moved +139.2% in assets from 2023 to 2024; this filing shows Aequitas Services, Inc 401(k) Plan at $4M / N/A participants.

#3,239
in Construction (9,039 peers)
+139.2%
assets growth YoY

Aequitas Services, Inc 401(k) Plan's mid-pack asset rank among Construction and all filers

Aequitas Services, Inc 401(k) Plan vs every filed plan by assets

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

$3,739,554 37th percentile higher than 37% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aequitas Services, Inc 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Aequitas Services, Inc 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 990503126 · Aequitas Services, Inc PY 2024 · 401(k)

Aequitas Services, Inc 401(k) Plan · $4M · N/A · 37th

  • SCH $4M
  • SCH N/A
  • SCH 37th
  • SCH 401(k)
  • SCH near Kjl Management Services, LLC Retirement Savings Plan
  • SCH ind #3239

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 Construction retirement plans → · Plans in Kentucky →

Aequitas Services, Inc 401(k) Plan in the asset neighbourhood

Aequitas Services, Inc 401(k) PlanAequitas Services, Inc 401(k…$4MKjl Management Services, LLC Retirement Savings PlanKjl Management Services, LLC…$4MCimetrics Inc. 401(k) Profit Sharing Plan and TrustCimetrics Inc. 401(k) Profit…$4MNexhealth 401(k) Plan$4MJ D Palatine 401(k) Profit Sharing Plan & TrustJ D Palatine 401(k) Profit S…$4M
End-of-year total assets ($M) among Aequitas Services, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Aequitas Services, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Aequitas Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 139.19765839779862% vs 2023
2024 filing year
$1M$2M$3M$4M 20232024 $1.56M $3.74M ▲ +139.7%
Year Plans Participants Total Assets
2023 1 N/A $2M
2024 1 N/A $4M

Aequitas Services, Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN990503126
Plan Effective Date2023-12-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Aequitas Services, Inc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Aequitas Services, Inc 401(k) Plan, Total assets ($B): 0.003739554 · Participants: 0Aequitas Services, Inc 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Aequitas Services, Inc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Aequitas Services, Inc 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Kentucky, the nearest 401(k) by end-of-year assets is Kjl Management Services, LLC Retirement Savings Plan in HI at $4M (this filing: $4M).

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 Aequitas Services, Inc 401(k) Plan assets move in 2024?
Aequitas Services, Inc 401(k) Plan surged - up 139.2% during 2024, from $2M to $4M. Reported net income was $2M.
How have Aequitas Services, Inc plan assets changed over time?
Across 2 plan years on file (2023-2024), Aequitas Services, Inc's sponsor-wide assets grew 139.2%, from $2M to $4M.
Which 401(k) plans are similar in size to Aequitas Services, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kjl Management Services, LLC Retirement Savings Plan in HI ($4M, 8 participants).