How big is Equitrust Financial Group, Ltd.'s plan?

Equitrust Financial Group, Ltd.'s plan reported $9.8M in assets and 3 participants for 2025.

Original filing (PDF)20260313161725NAL0008376912001

Equitrust Financial Group, Ltd.

Name: Equitrust Financial Group, Ltd. — Equitrust Financia, Form 5500 (2025)
Creator: Equitrust Financial Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equitrust Financial Group, Ltd. Profit Sharing 401(k) Plan

401(k) retirement plan · Equitrust Financial Group, Ltd.'s Equitrust Financial Group, Ltd. Profit Sharing 401(k) Plan held $9.8M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan identifiers

Equitrust Financial Group, Ltd.'s EIN is 36-3785321.

EIN 36-3785321

Plan number 001

Plan year 2025

ACK ID 20260313161725NAL0008376912001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Equitrust Financial Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Equitrust Financial Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EQUITRUST FINANCIAL GROUP, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

EQUITRUST FINANCIAL GROUP, LTD.

EIN

all filings

Address

570 LAKE COOK ROAD, SUITE 101 · DEERFIELD, IL · 60015

Phone

(847) 317-0200

Industry

Finance & Insurance

Plan administrator