Equal Exchange, Inc. 401(k) Plan: Login, Facts & Contact Information
Equal Exchange, Inc. 401(k) Login
55 former Equal Exchange, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Equal Exchange, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $604,067 went into the plan in contributions, $216,092 of it from the employer (36%).
- $545,742 was paid out to participants.
- Investment and other income added $1.74 million.
- Administrative expenses were $3,855, about $25 per account.
How the Equal Exchange, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 186 | $8.64 million | $221,580 | $219,531 |
| 2020 | 173 | $10.7 million | $230,600 | $445,804 |
| 2021 | 162 | $12.2 million | $221,891 | $1.04 million |
| 2022 | 162 | $9.17 million | $202,445 | $1.29 million |
| 2023 | 162 | $10.7 million | $216,595 | $910,271 |
| 2024 | 163 | $12.6 million | $216,092 | $545,742 |
Equal Exchange, Inc. 401(k) Contact Information
Questions about the Equal Exchange, Inc. 401(k)
Does Equal Exchange, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $216,092, 36% of all contributions.
Does the Equal Exchange, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Equal Exchange, Inc 401(k) plan?
163 participants at the start of plan year 2024, 97 of them active employees, and 55 former employees who still had money in the plan.
What is the average 401(k) balance at Equal Exchange, Inc?
About $82,638 per account: $12.6 million in plan assets across 152 accounts with a balance at the end of plan year 2024.
Who manages the Equal Exchange, Inc 401(k) accounts?
Alerus (listed on the filing as ALERUS FINANCIAL, N.A.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Equal Exchange, Inc. How do I access my 401(k)?
Your account stays with Alerus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.