ESOP · DOL Form 5500 · 2022

Equitable Bank ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
87
Participants Small participant base
40th
Percentile by assets National rank
$33,354
Avg per participant Low balance/head
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Official DOL plan name: Equitable Bank Employee Stock Ownership Plan · Sponsored by Equitable Bank · Nebraska · Finance & Insurance

$3M in assets, 87 participants

Equitable Bank's Equitable Bank Employee Stock Ownership Plan reported $3M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,499 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Equitable Bank Employee Stock Ownership Plan holds $3M for 87 participants - about $33,354 per participant, in the lower half of filed plans by assets.

#2,499
in Finance & Insurance (9,261 peers)
-3.6%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equitable Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Equitable Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$2,901,771 40th percentile higher than 40% 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

Equitable Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equitable Bank Employee Stock Ownership Plan is a small filing (87 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 470151910 · Equitable Bank PY 2022 · ESOP

Equitable Bank Employee Stock Ownership Plan · $3M · 87 · 40th

  • EBSA $3M
  • EBSA 87
  • EBSA 40th
  • EBSA ESOP
  • EBSA near Sain Engineering Associates, Inc. Employee Stock Ownership Plan
  • EBSA ind #2499

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 Nebraska →

Equitable Bank Employee Stock Ownership Plan in the asset neighbourhood

Imperial Cal Products, Inc. Employee Stock Ownership PlanImperial Cal Products, Inc. …$3MEquitable Bank Employee Stock Ownership PlanEquitable Bank Employee Stoc…$3MSain Engineering Associates, Inc. Employee Stock Ownership PlanSain Engineering Associates,…$3MFraser Engineering Company Employee Stock Ownership PlanFraser Engineering Company E…$3MSchu/Marketing Associates, Inc. Employee Stock Ownership Plan and TrustSchu/Marketing Associates, I…$3M
End-of-year total assets ($M) among Equitable Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$66K
Employer EIN470151910
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equitable Bank)

Sponsor-wide plan assets over time

All Equitable Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 8.103021873113708% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $10.2M $11M ▲ +8.2%
Year Plans Participants Total Assets
2022 2 172 $10M
2023 2 150 $11M
2024 2 156 $11M

Nearby ESOP Plans in Nebraska

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

Equitable Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 02004006008001000 -1000100200300400 Total assets ($M) Participants Equitable Bank Employee Stock Ownership Plan, Total assets ($M): 2.901771 · Participants: 87Equitable Bank Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 380.222279 · Participants: 856Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 184.261756 · Participants: 64Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 117.431356 · Participants: 232Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.944292 · Participants: 394Majors Plastics, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 92.045042 · Participants: 169Commonwealth Holdings, Inc. Employee Stock Ownership Plan
Equitable Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Equitable Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Equitable Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Sain Engineering Associates, Inc. Employee Stock Ownership Plan in AL ($3M); by covered participants it is Cross Keys Bank Employee Stock Ownership Plan in LA (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Equitable Bank Employee Stock Ownership Plan assets move in 2022? ▼
Equitable Bank Employee Stock Ownership Plan edged down modestly - down 3.6% during 2022, from $3M to $3M. Reported net income was -$66K.
How have Equitable Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equitable Bank's sponsor-wide assets grew 8.1%, from $10M to $11M.
Which ESOP plans are similar in size to Equitable Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sain Engineering Associates, Inc. Employee Stock Ownership Plan in AL ($3M, 40 participants).
Which ESOP plans cover a similar participant headcount to Equitable Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cross Keys Bank Employee Stock Ownership Plan in LA (87 participants, $2M 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 470151910.

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.