Plan Ledger DOL Form 5500 · updated monthly

Equinox Holdings, Inc.401(k)

THE EQUINOX HOLDINGS, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Equinox Holdings, Inc. reported $460,845 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $211 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.38% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 506th-largest of 5,648 plans among New York employers on file, and the 57th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $6.70 for every $1.00 the employer contributed; active participation has grown from 11,379 to 14,142 since 2022.

Plan summary
Net assets, end of year$181,849,529
Participants with balances5,784
Active participants14,142
Employer contributions$2,990,191
Employee contributions$20,019,798
Employer contribution per active participant$211
Average account balance$31,440
Benefits paid to participants$13,986,727
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$181.8M · 5,784 accts · $3.0M emplr
2023$149.8M · 5,585 accts · $2.8M emplr
2022$123.9M · 5,458 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$326,173
Investment management$105,534
Audit (IQPA)$29,138
Total administrative$460,845
The Equinox Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$211
Median for plans this size$3,635
2024$211 per active participant
2023$210 per active participant
2022$253 per active participant

Equinox Holdings, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$329,711
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (participants) · Investment advisory (plan)$93,333
CLIFTONLARSONALLEN LLP · Accounting / audit$29,138
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,201

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$460,845 · 0.28%
2023$334,507 · 0.24%
2022$502,283 · 0.38%
Same employer
Similar plansArts, Entertainment & Recreation · New York
Msg Entertainment Group, LLC NY$251.3M · 0.08%
Major League Soccer LLC NY$176.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134034296 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.