401(k) · DOL Form 5500 · 2024
Arbor E&t, LLC Dba Equus Workforce Solutions 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $10,858
- Avg per participant Low balance/head
Official DOL plan name: Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees · Sponsored by Arbor E&t, LLC Dba Equus Workforce Solutions · Kentucky · Healthcare & Social Assistance
$3M in assets, 243 participants
Arbor E&t, LLC Dba Equus Workforce Solutions's Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees reported $3M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,413 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees covers 243 participants in Kentucky, about 38% of the average Kentucky filer (state average ~647 per filing). Assets: $3M.
- #5,413
- in Healthcare & Social Assistance (16,916 peers)
- +42.5%
- assets growth YoY
Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees among the smaller filed plans by assets
Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,638,604 32nd percentile higher than 32% 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
Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees 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. Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees reported net income rose from $569K in the plan year 2023 filing to $787K in the plan year 2024 filing.
- Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees reported participants fell from 248 in the plan year 2023 filing to 243 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 460508470 · Arbor E&t, LLC Dba Equus Workforce Solutions PY 2024 · 401(k)
Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees · $3M · 243 · 32nd
- PCT $3M
- EIN 243
- RANK 32nd
- PHOTO 401(k)
- IND near Mac Discount, LLC 401(k) Plan
- EOY ind #5413
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 Kentucky →
Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $787K |
| Employer EIN | 460508470 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arbor E&t, LLC Dba Equus Workforce Solutions)
Sponsor-wide plan assets over time
All Arbor E&t, LLC Dba Equus Workforce Solutions plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 105.6974024759113% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $1M |
| 2023 | 1 | 248 | $2M |
| 2024 | 1 | 243 | $3M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Equus Workforce Solutions Retirement Savings Plan for Puerto Rico Employees's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Mac Discount, LLC 401(k) Plan in PA ($3M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Validatek Retirement Savings Plan (VA) 243 · 0 off
- Electronic Systems Inc. 401(k) Profit Sharing Plan (SD) 243 · 0 off
- Presidio Components, Inc. 401(k) Profit Sharing Plan (CA) 243 · 0 off
- Barry Isett & Associates Inc 401(k) Ps Plan (PA) 243 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.