Equitable Holdings EQH Expected long-term rate of return on plan assets
Expected long-term rate of return on plan assets at other companies
Other financials
Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:DefinedBenefitPlanAssumptionsUsedCalculatingNetPeriodicBenefitCostExpectedLongTermReturnOnAssets.
The official record: Equitable Holdings’s 10-K, filed February 25, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Equitable Holdings's expected long-term rate of return on plan assets?
- Equitable Holdings (EQH) reported expected long-term rate of return on plan assets of $0.02 in Q4 2025.
- How has Equitable Holdings's expected long-term rate of return on plan assets changed year-over-year?
- Equitable Holdings's expected long-term rate of return on plan assets decreased by 0.0% year-over-year, from $0.02 to $0.02.
- What is the long-term trend for Equitable Holdings's expected long-term rate of return on plan assets?
- Over 4 years (2021 to 2025), Equitable Holdings's expected long-term rate of return on plan assets has grown at a 2.9% compound annual growth rate (CAGR), from $0.06 to $0.07.
- What does expected long-term rate of return on plan assets mean?
- This represents the long-term rate of return expected on assets held within the company's defined benefit pension plans. It is a critical actuarial assumption that directly impacts the calculation of pension expense and the funded status of the plan. Changes in this rate can significantly affect the company's reported operating expenses.