ESOP · DOL Form 5500 · 2022

Waterstone Bank Ssb ESOP ESOP

Data updated 2026-08-25

$40M
Total assets Below avg plan size
148
Participants Small participant base
86th
Percentile by assets National rank
$267,105
Avg per participant High balance/head
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Official DOL plan name: 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan · Sponsored by Waterstone Bank Ssb ESOP · Wisconsin · Finance & Insurance

$40M in assets, 148 participants

Waterstone Bank Ssb ESOP's 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan reported $40M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,171 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan covers 148 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $40M.

#7,171
in Finance & Insurance (9,261 peers)
-22.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan's outsized position by total assets

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$39,531,497 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership 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. 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).

EBSA filing schedule strip

Filing strip 390691250 · Waterstone Bank Ssb ESOP PY 2022 · ESOP

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan · $40M · 148 · 86th

  • PCT $40M
  • EIN 148
  • RANK 86th
  • PHOTO ESOP
  • IND near Aviation Systems Engineering Company Inc. Employee Stock Ownership Plan
  • EOY ind #7171

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 What is an ESOP? → · Plans in Wisconsin →

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan in the asset neighbourhood

Premier System Integrators, Inc. Employee Stock Ownership PlanPremier System Integrators, …$40M2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan2015 Amended and Restated Wa…$40MAviation Systems Engineering Company Inc. Employee Stock Ownership PlanAviation Systems Engineering…$40MCrystal Flash, Inc. Employee Stock Ownership PlanCrystal Flash, Inc. Employee…$39MEsa Employee Stock Ownership PlanEsa Employee Stock Ownership…$39M
End-of-year total assets ($M) among 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$25M
Net Income-$10M
Employer EIN390691250
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterstone Bank Ssb ESOP)

Sponsor-wide plan assets over time

All Waterstone Bank Ssb ESOP plans reported in each filing year

Latest sponsor-wide plan assets
$45M 13.796547257692227% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $51.7M $44.6M ▼ -13.8%
Year Plans Participants Total Assets
2022 2 347 $52M
2023 2 310 $46M
2024 2 329 $45M

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan, Total assets ($B): 0.039531497 · Participants: 1482015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan side-by-side with 3 peers →

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Aviation Systems Engineering Company Inc. Employee Stock Ownership Plan in MD ($40M); by covered participants it is North River Boats Employee Stock Ownership Plan in OR (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan assets move in 2022? ▼
2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan declined sharply - down 22.7% during 2022, from $51M to $40M. Reported net income was -$10M.
How have Waterstone Bank Ssb ESOP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterstone Bank Ssb ESOP's sponsor-wide assets declined 13.8%, from $52M to $45M.
Where does 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aviation Systems Engineering Company Inc. Employee Stock Ownership Plan in MD ($40M, 290 participants).
Which ESOP plans cover a similar participant headcount to 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is North River Boats Employee Stock Ownership Plan in OR (148 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390691250.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.