Civic Intelligence

EQUITY RESOURCES ANCILLARY PLANS

Plan context: Equity Resources Inc. 401K Profit Sharing Plan

EIN 31-1401378 • Newark, OH • 42 filings • 6 plans

PO Box 5177Newark, OH 43058-5177
Current Snapshot

Latest Year

2025

2025 Participants

186

2025 Assets

$23,340,819

2025 Contributions

$1,418,615

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$23,340,819$11,670,410$0199920122024YearValue
$23,340,819Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4952480199920122025YearValue
186Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251186$0$0-
Equity Resources Health and Welfare Plan-186---
20242191$23,340,819$1,418,615$7,427iApproximate average salary by contribution assumption: employee only about $185,683 at 4% or $123,788 at 6%; with 50% employer match about $123,788 at 4% or $82,526 at 6%; with 100% employer match about $92,841 at 4% or $61,894 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-191$23,340,819$1,418,615$7,427iApproximate average salary by contribution assumption: employee only about $185,683 at 4% or $123,788 at 6%; with 50% employer match about $123,788 at 4% or $82,526 at 6%; with 100% employer match about $92,841 at 4% or $61,894 at 6%.
Equity Resources Health and Welfare Plan-186---
20232213$21,176,251$1,293,233$6,072iApproximate average salary by contribution assumption: employee only about $151,788 at 4% or $101,192 at 6%; with 50% employer match about $101,192 at 4% or $67,461 at 6%; with 100% employer match about $75,894 at 4% or $50,596 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-209$21,176,251$1,293,233$6,188iApproximate average salary by contribution assumption: employee only about $154,693 at 4% or $103,129 at 6%; with 50% employer match about $103,129 at 4% or $68,752 at 6%; with 100% employer match about $77,346 at 4% or $51,564 at 6%.
Equity Resources Health and Welfare Plan-213---
20222252$19,119,543$2,366,900$9,392iApproximate average salary by contribution assumption: employee only about $234,812 at 4% or $156,541 at 6%; with 50% employer match about $156,541 at 4% or $104,361 at 6%; with 100% employer match about $117,406 at 4% or $78,271 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-247$19,119,543$2,366,900$9,583iApproximate average salary by contribution assumption: employee only about $239,565 at 4% or $159,710 at 6%; with 50% employer match about $159,710 at 4% or $106,473 at 6%; with 100% employer match about $119,782 at 4% or $79,855 at 6%.
Equity Resources Health and Welfare Plan-252---
20212261$22,083,780$2,749,896$10,536iApproximate average salary by contribution assumption: employee only about $263,400 at 4% or $175,600 at 6%; with 50% employer match about $175,600 at 4% or $117,067 at 6%; with 100% employer match about $131,700 at 4% or $87,800 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-261$22,083,780$2,749,896$10,536iApproximate average salary by contribution assumption: employee only about $263,400 at 4% or $175,600 at 6%; with 50% employer match about $175,600 at 4% or $117,067 at 6%; with 100% employer match about $131,700 at 4% or $87,800 at 6%.
Equity Resources Health and Welfare Plan-255---
20203259$17,513,260$2,565,041$9,904iApproximate average salary by contribution assumption: employee only about $247,591 at 4% or $165,061 at 6%; with 50% employer match about $165,061 at 4% or $110,040 at 6%; with 100% employer match about $123,795 at 4% or $82,530 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-248$17,513,260$2,565,041$10,343iApproximate average salary by contribution assumption: employee only about $258,573 at 4% or $172,382 at 6%; with 50% employer match about $172,382 at 4% or $114,921 at 6%; with 100% employer match about $129,286 at 4% or $86,191 at 6%.
Equity Resources Ancillary Plans-259---
Equity Resources Health Plan-186---
20193495$13,088,772$2,209,807$4,464iApproximate average salary by contribution assumption: employee only about $111,606 at 4% or $74,404 at 6%; with 50% employer match about $74,404 at 4% or $49,603 at 6%; with 100% employer match about $55,803 at 4% or $37,202 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-235$13,088,772$2,209,807$9,403iApproximate average salary by contribution assumption: employee only about $235,086 at 4% or $156,724 at 6%; with 50% employer match about $156,724 at 4% or $104,483 at 6%; with 100% employer match about $117,543 at 4% or $78,362 at 6%.
Equity Resources Ancillary Plans-495---
Equity Resources Health Plan-420---
20183463$9,001,148$1,808,318$3,906iApproximate average salary by contribution assumption: employee only about $97,641 at 4% or $65,094 at 6%; with 50% employer match about $65,094 at 4% or $43,396 at 6%; with 100% employer match about $48,821 at 4% or $32,547 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-232$9,001,148$1,808,318$7,794iApproximate average salary by contribution assumption: employee only about $194,862 at 4% or $129,908 at 6%; with 50% employer match about $129,908 at 4% or $86,605 at 6%; with 100% employer match about $97,431 at 4% or $64,954 at 6%.
Equity Resources Ancillary Plans-463---
Equity Resources Health Plan-407---
20173440$7,932,680$1,443,922$3,282iApproximate average salary by contribution assumption: employee only about $82,041 at 4% or $54,694 at 6%; with 50% employer match about $54,694 at 4% or $36,463 at 6%; with 100% employer match about $41,021 at 4% or $27,347 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-177$7,932,680$1,443,922$8,158iApproximate average salary by contribution assumption: employee only about $203,944 at 4% or $135,963 at 6%; with 50% employer match about $135,963 at 4% or $90,642 at 6%; with 100% employer match about $101,972 at 4% or $67,981 at 6%.
Equity Resources Ancillary Plans-440---
Equity Resources Health Plan-394---
20163389$5,393,488$749,239$1,926iApproximate average salary by contribution assumption: employee only about $48,152 at 4% or $32,101 at 6%; with 50% employer match about $32,101 at 4% or $21,401 at 6%; with 100% employer match about $24,076 at 4% or $16,051 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-115$5,393,488$749,239$6,515iApproximate average salary by contribution assumption: employee only about $162,878 at 4% or $108,585 at 6%; with 50% employer match about $108,585 at 4% or $72,390 at 6%; with 100% employer match about $81,439 at 4% or $54,293 at 6%.
Equity Resources Ancillary Plans-389---
Equity Resources Health Plan-345---
20152319$4,409,089$468,575$1,469iApproximate average salary by contribution assumption: employee only about $36,722 at 4% or $24,481 at 6%; with 50% employer match about $24,481 at 4% or $16,321 at 6%; with 100% employer match about $18,361 at 4% or $12,241 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-56$4,409,089$468,575$8,367iApproximate average salary by contribution assumption: employee only about $209,185 at 4% or $139,457 at 6%; with 50% employer match about $139,457 at 4% or $92,971 at 6%; with 100% employer match about $104,593 at 4% or $69,728 at 6%.
Equity Resources Ancillary Plans-319---
2014141$4,056,061$342,443$8,352iApproximate average salary by contribution assumption: employee only about $208,807 at 4% or $139,204 at 6%; with 50% employer match about $139,204 at 4% or $92,803 at 6%; with 100% employer match about $104,403 at 4% or $69,602 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-41$4,056,061$342,443$8,352iApproximate average salary by contribution assumption: employee only about $208,807 at 4% or $139,204 at 6%; with 50% employer match about $139,204 at 4% or $92,803 at 6%; with 100% employer match about $104,403 at 4% or $69,602 at 6%.
2013135$3,581,143$338,089$9,660iApproximate average salary by contribution assumption: employee only about $241,492 at 4% or $160,995 at 6%; with 50% employer match about $160,995 at 4% or $107,330 at 6%; with 100% employer match about $120,746 at 4% or $80,497 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-35$3,581,143$338,089$9,660iApproximate average salary by contribution assumption: employee only about $241,492 at 4% or $160,995 at 6%; with 50% employer match about $160,995 at 4% or $107,330 at 6%; with 100% employer match about $120,746 at 4% or $80,497 at 6%.
2012130$2,652,121$295,278$9,843iApproximate average salary by contribution assumption: employee only about $246,065 at 4% or $164,043 at 6%; with 50% employer match about $164,043 at 4% or $109,362 at 6%; with 100% employer match about $123,033 at 4% or $82,022 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-30$2,652,121$295,278$9,843iApproximate average salary by contribution assumption: employee only about $246,065 at 4% or $164,043 at 6%; with 50% employer match about $164,043 at 4% or $109,362 at 6%; with 100% employer match about $123,033 at 4% or $82,022 at 6%.
2011118$2,151,082$160,395$8,911iApproximate average salary by contribution assumption: employee only about $222,771 at 4% or $148,514 at 6%; with 50% employer match about $148,514 at 4% or $99,009 at 6%; with 100% employer match about $111,385 at 4% or $74,257 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-18$2,151,082$160,395$8,911iApproximate average salary by contribution assumption: employee only about $222,771 at 4% or $148,514 at 6%; with 50% employer match about $148,514 at 4% or $99,009 at 6%; with 100% employer match about $111,385 at 4% or $74,257 at 6%.
2010115$2,047,914$158,102$10,540iApproximate average salary by contribution assumption: employee only about $263,503 at 4% or $175,669 at 6%; with 50% employer match about $175,669 at 4% or $117,113 at 6%; with 100% employer match about $131,752 at 4% or $87,834 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-15$2,047,914$158,102$10,540iApproximate average salary by contribution assumption: employee only about $263,503 at 4% or $175,669 at 6%; with 50% employer match about $175,669 at 4% or $117,113 at 6%; with 100% employer match about $131,752 at 4% or $87,834 at 6%.
2009128$1,642,468$231,243$8,259iApproximate average salary by contribution assumption: employee only about $206,467 at 4% or $137,645 at 6%; with 50% employer match about $137,645 at 4% or $91,763 at 6%; with 100% employer match about $103,233 at 4% or $68,822 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-28$1,642,468$231,243$8,259iApproximate average salary by contribution assumption: employee only about $206,467 at 4% or $137,645 at 6%; with 50% employer match about $137,645 at 4% or $91,763 at 6%; with 100% employer match about $103,233 at 4% or $68,822 at 6%.
2008115$1,135,600$86,799$5,787iApproximate average salary by contribution assumption: employee only about $144,665 at 4% or $96,443 at 6%; with 50% employer match about $96,443 at 4% or $64,296 at 6%; with 100% employer match about $72,333 at 4% or $48,222 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-15$1,135,600$86,799$5,787iApproximate average salary by contribution assumption: employee only about $144,665 at 4% or $96,443 at 6%; with 50% employer match about $96,443 at 4% or $64,296 at 6%; with 100% employer match about $72,333 at 4% or $48,222 at 6%.
2007111$1,519,794$137,874$12,534iApproximate average salary by contribution assumption: employee only about $313,350 at 4% or $208,900 at 6%; with 50% employer match about $208,900 at 4% or $139,267 at 6%; with 100% employer match about $156,675 at 4% or $104,450 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-11$1,519,794$137,874$12,534iApproximate average salary by contribution assumption: employee only about $313,350 at 4% or $208,900 at 6%; with 50% employer match about $208,900 at 4% or $139,267 at 6%; with 100% employer match about $156,675 at 4% or $104,450 at 6%.
2006131$1,768,528$188,869$6,093iApproximate average salary by contribution assumption: employee only about $152,314 at 4% or $101,542 at 6%; with 50% employer match about $101,542 at 4% or $67,695 at 6%; with 100% employer match about $76,157 at 4% or $50,771 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-31$1,768,528$188,869$6,093iApproximate average salary by contribution assumption: employee only about $152,314 at 4% or $101,542 at 6%; with 50% employer match about $101,542 at 4% or $67,695 at 6%; with 100% employer match about $76,157 at 4% or $50,771 at 6%.
2005130$1,413,839$153,946$5,132iApproximate average salary by contribution assumption: employee only about $128,288 at 4% or $85,526 at 6%; with 50% employer match about $85,526 at 4% or $57,017 at 6%; with 100% employer match about $64,144 at 4% or $42,763 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-30$1,413,839$153,946$5,132iApproximate average salary by contribution assumption: employee only about $128,288 at 4% or $85,526 at 6%; with 50% employer match about $85,526 at 4% or $57,017 at 6%; with 100% employer match about $64,144 at 4% or $42,763 at 6%.
2004128$1,245,217$151,614$5,415iApproximate average salary by contribution assumption: employee only about $135,370 at 4% or $90,246 at 6%; with 50% employer match about $90,246 at 4% or $60,164 at 6%; with 100% employer match about $67,685 at 4% or $45,123 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-28$1,245,217$151,614$5,415iApproximate average salary by contribution assumption: employee only about $135,370 at 4% or $90,246 at 6%; with 50% employer match about $90,246 at 4% or $60,164 at 6%; with 100% employer match about $67,685 at 4% or $45,123 at 6%.
2003127$1,096,293$158,513$5,871iApproximate average salary by contribution assumption: employee only about $146,771 at 4% or $97,848 at 6%; with 50% employer match about $97,848 at 4% or $65,232 at 6%; with 100% employer match about $73,386 at 4% or $48,924 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-27$1,096,293$158,513$5,871iApproximate average salary by contribution assumption: employee only about $146,771 at 4% or $97,848 at 6%; with 50% employer match about $97,848 at 4% or $65,232 at 6%; with 100% employer match about $73,386 at 4% or $48,924 at 6%.
2002127$750,231$144,582$5,355iApproximate average salary by contribution assumption: employee only about $133,872 at 4% or $89,248 at 6%; with 50% employer match about $89,248 at 4% or $59,499 at 6%; with 100% employer match about $66,936 at 4% or $44,624 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-27$750,231$144,582$5,355iApproximate average salary by contribution assumption: employee only about $133,872 at 4% or $89,248 at 6%; with 50% employer match about $89,248 at 4% or $59,499 at 6%; with 100% employer match about $66,936 at 4% or $44,624 at 6%.
2001130$0$0-
Equity Resources Inc. 401K Profit Sharing Plan-30---
2000125$832,063$177,862$7,114iApproximate average salary by contribution assumption: employee only about $177,862 at 4% or $118,575 at 6%; with 50% employer match about $118,575 at 4% or $79,050 at 6%; with 100% employer match about $88,931 at 4% or $59,287 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-25$832,063$177,862$7,114iApproximate average salary by contribution assumption: employee only about $177,862 at 4% or $118,575 at 6%; with 50% employer match about $118,575 at 4% or $79,050 at 6%; with 100% employer match about $88,931 at 4% or $59,287 at 6%.
1999122$765,782$188,641$8,575iApproximate average salary by contribution assumption: employee only about $214,365 at 4% or $142,910 at 6%; with 50% employer match about $142,910 at 4% or $95,273 at 6%; with 100% employer match about $107,182 at 4% or $71,455 at 6%.
Equity Resources Inc. 401K Profit Sharing Plan-22$765,782$188,641$8,575iApproximate average salary by contribution assumption: employee only about $214,365 at 4% or $142,910 at 6%; with 50% employer match about $142,910 at 4% or $95,273 at 6%; with 100% employer match about $107,182 at 4% or $71,455 at 6%.