401(k) · DOL Form 5500 · 2023
The Equitable Bank, Ssb 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $114,418
- Avg per participant Below avg balance/head
Official DOL plan name: Equitable Savings Bank Retirement Savings Plan · Sponsored by The Equitable Bank, Ssb · Wisconsin · Finance & Insurance
$10M in assets, 84 participants
The Equitable Bank, Ssb's Equitable Savings Bank Retirement Savings Plan reported $10M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #3,760 in Finance & Insurance (8,869 peers)
The Equitable Bank, Ssb multi-year trail
The Equitable Bank, Ssb's plans moved +16.6% in assets from 2022 to 2024; this filing shows Equitable Savings Bank Retirement Savings Plan at $10M / 84 participants.
- #3,760
- in Finance & Insurance (8,869 peers)
- +25.0%
- assets growth YoY
Equitable Savings Bank Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Equitable Savings Bank Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,611,089 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Equitable Savings Bank Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equitable Savings Bank Retirement Savings Plan is a small filing (84 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Equitable Savings Bank Retirement Savings Plan reported net income rose from -$497K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Equitable Savings Bank Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Equitable Savings Bank Retirement Savings Plan reported participants fell from 96 in the plan year 2022 filing to 84 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 390265500 · The Equitable Bank, Ssb PY 2023 · 401(k)
Equitable Savings Bank Retirement Savings Plan · $10M · 84 · 58th
- BOY $10M
- BOY 84
- BOY 58th
- BOY 401(k)
- BOY near Neora, LLC 401(k) Plan
- BOY ind #3760
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 →
Equitable Savings Bank Retirement Savings Plan in the asset neighbourhood
The Equitable Bank, Ssb multi-year asset trail
Sponsor-wide plan assets over time
All The Equitable Bank, Ssb plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 16.57507291104001% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $8M |
| 2023 | 1 | 84 | $10M |
| 2024 | 1 | 82 | $9M |
The Equitable Bank, Ssb filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 390265500 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Equitable Savings Bank Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Neora, LLC 401(k) Plan in TX ($10M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Neora, LLC 401(k) Plan (TX) $10M · 91
- Vivex Biologics, Inc. 401(k) Profit Sharing Plan (GA) $10M · 306
- Seatrium Amfels 401(k) Plan (TX) $10M · 444
- East & Westbrook Retirement Savings Plan (KY) $10M · 262
Similar participant headcount
Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.