401(k) · DOL Form 5500 · 2022
Waterstone Bank Ssb 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 199
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $61,108
- Avg per participant Low balance/head
Official DOL plan name: Waterstone Bank Ssb 401(k) Plan · Sponsored by Waterstone Bank Ssb · Wisconsin · Finance & Insurance
$12M in assets, 199 participants
Waterstone Bank Ssb's Waterstone Bank Ssb 401(k) Plan reported $12M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 69th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,865 in Finance & Insurance (9,261 peers)
Coverage in Wisconsin
Waterstone Bank Ssb 401(k) Plan covers 199 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.
- #4,865
- in Finance & Insurance (9,261 peers)
- -16.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Waterstone Bank Ssb 401(k) Plan's outsized position by total assets
Waterstone Bank Ssb 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,160,458 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Waterstone Bank Ssb 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterstone Bank Ssb 401(k) Plan sits mid-pack in the medium band (199 participants).
EBSA filing schedule strip
Filing strip 390691250 · Waterstone Bank Ssb PY 2022 · 401(k)
Waterstone Bank Ssb 401(k) Plan · $12M · 199 · 69th
- PCT $12M
- PCT 199
- PCT 69th
- PCT 401(k)
- PCT near Environmental Alternatives Dba Ea Family Services 403(b) Plan
- PCT ind #4865
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Wisconsin →
Waterstone Bank Ssb 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 390691250 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waterstone Bank Ssb)
Sponsor-wide plan assets over time
All Waterstone Bank Ssb plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 13.796547257692227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 347 | $52M |
| 2023 | 2 | 310 | $46M |
| 2024 | 2 | 329 | $45M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Waterstone Bank Ssb 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Environmental Alternatives Dba Ea Family Services 403(b) Plan in CA ($12M); by covered participants it is Retirement 401(k) Plan in IL (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Environmental Alternatives Dba Ea Family Services 403(b) Plan (CA) $12M · 247
- Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan (OH) $12M · 67
- Brehob Corporation Employees Profit Sharing & Savings Plan & Trust (IN) $12M · 145
- Therapy Partner Solutions Holding, LLC 401(k) Plan (GA) $12M · 676
Similar participant headcount
Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.
- Retirement 401(k) Plan (IL) 199 · 0 off
- Richardson Molding, LLC 401(k) Plan (IN) 199 · 0 off
- Royal Tire, Inc. Profit Sharing & 401(k) Plan (MN) 199 · 0 off
- Spectrum Industries, Inc. 401(k) Savings Plan (MI) 199 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.