Equitable Financial Life Insurance 401(k) and pension plans

Equitable Financial Life Insurance Company, Syracuse, NY. EIN 13-5570651. Annual reports 2010–2024. Also filed as Axa Equitable Life Insurance Company.

Equitable Financial Life Insurance Company has 2 active retirement plans on file. The largest is the Equitable Retirement Plan, with 14,409 participants and $1.7 billion in assets in 2024.

Active plans: 2
Participants: 27,411
Plan assets: $4.4 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Equitable Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 011Employer EIN 13-5570651
Participants (2024): 14,409
Net assets (2024): $1.7 billion
Last listed administrator: Alight2010
Plan administrator: The Benefits Administrative Commitee
100 Madison Street
Syracuse, NY 13202
(800) 829-2633As filed for 2024
In effect since: January 1, 1943

Earlier sponsor: Axa Equitable Life Insurance Company (2010–2019).

Earlier plan names: Axa Equitable Retirement Plan.

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	14,409	$1.7 billion	not listed
2023	14,958	$1.8 billion	not listed
2022	15,500	$1.8 billion	not listed
2021	16,141	$2.4 billion	not listed
2020	16,709	$2.3 billion	not listed
2019	17,369	$2.2 billion	not listed
2018	18,007	$2.0 billion	not listed
2017	22,433	$2.3 billion	not listed
2016	23,150	$2.2 billion	not listed
2015	24,057	$2.2 billion	not listed
2014	24,801	$2.4 billion	not listed
2013	25,920	$2.3 billion	not listed
2012	26,371	$2.3 billion	not listed
2011	27,004	$2.3 billion	not listed
2010	27,542	$2.1 billion	Alight

The Equitable 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 13-5570651
Participants (2024): 13,002
Net assets (2024): $2.6 billion
Recordkeeper: FidelityEarlier: Alight (2017–2021)
Plan administrator: The Benefits Administrative Committee
100 Madison Street
Syracuse, NY 13202
(800) 829-2633As filed for 2024
In effect since: July 1, 1969

Earlier sponsor: Axa Equitable Life Insurance Company (2017).

Earlier plan names: Axa Equitable 401K Plan; Equitable 401K Plan.

Year by year, 2017 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,002	$2.6 billion	Fidelity
2021	13,595	$2.6 billion	Alight
2020	16,129	$2.4 billion	Alight
2017	16,082	$2.1 billion	Alight

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the The Equitable 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 829-2633). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Equitable Retirement Plan

The Equitable 401(k) Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in NY