Retirement plan

EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN

Name: EQUINOR US HOLDINGS INC. - EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN (2024) Form 5500
Creator: EQUINOR US HOLDINGS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN, EQUINOR US HOLDINGS INC.

EQUINOR US HOLDINGS INC.EIN 13-3415760Plan #002PY 2024

600 WASHINGTON BLVD, SUITE 800 - STAMFORD, CT 06901713-918-8200LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$309.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$199.6M

-11.2% from 2016

Total participants

1,139

+16.1% from 2016

Average account balance

$178,878

-22.7% from 2016

Annual return

13.36%

-7.63 pp from 2016

Benchmarks

See 194 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants250-999

Cohort194 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$199.63M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$179K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,116

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.36%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$37

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231	Recordkeeping	$92,347

Plan features & details

Pension benefit codes2C2F2G2T3D3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$41K

$56 / participant

Recordkeeping$41K100.0%

% of EOY assets

0.021%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$178,878

$96,805+84.8%

$153,741+16.4%

$77,762+130.0%

Participation rate

96.9%

81.6%+15.3pp

77.1%+19.8pp

70.6%+26.3pp

Annual return

13.36%

14.39%-1.0pp

15.71%-2.4pp

31.27%-17.9pp

Employer contribution / active EE

$17,061

$5,232+226.1%

$5,042+238.4%

$2,728+525.4%

Participant deferral / active EE

$6,601-100.0%

$6,757-100.0%

$4,651-100.0%

Admin fee / account holder

$37

$182-79.8%

$12,749-99.7%

$433-91.5%

Provider

Service type

Compensation

T ROWE PRICE RPS INC10+ years

Service code 15

1307 POINT STREET · BALTIMORE, MD 21231

Recordkeeping

$92,347

EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion