ESOP · DOL Form 5500 · 2024

Waterstone Bank Ssb ESOP ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
140
Participants Small participant base
77th
Percentile by assets National rank
$206,363
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan · Sponsored by Waterstone Bank Ssb ESOP · Wisconsin · Finance & Insurance

$29M in assets, 140 participants

Waterstone Bank Ssb ESOP's 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan reported $29M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,471 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan covers 140 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $29M.

#5,471
in Finance & Insurance (8,549 peers)
-9.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

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 2024 · DOL Form 5500

$28,890,852 Top 23% higher than 77% of 123,620 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 2024

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 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 (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan reported participants rose from 128 in the plan year 2023 filing to 140 in the plan year 2024 filing.
  • 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan end-of-year assets fell from $32M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390691250 · Waterstone Bank Ssb ESOP PY 2024 · ESOP

2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan · $29M · 140 · 77th

  • IND $29M
  • EOY 140
  • 5500 77th
  • ASSETS ESOP
  • PCT near Isaacson Miller, Inc. Employee Stock Ownership Plan
  • EIN ind #5471

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

Manar Employee Stock Ownership PlanManar Employee Stock Ownersh…$29M2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan2015 Amended and Restated Wa…$29MIsaacson Miller, Inc. Employee Stock Ownership PlanIsaacson Miller, Inc. Employ…$29MPride Mobility Employee Stock Ownership Retirement PlanPride Mobility Employee Stoc…$29MCharles River Analytics, Inc. Employee Stock Ownership PlanCharles River Analytics, Inc…$29M
End-of-year total assets ($M) among 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$16M
Net Income-$2M
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. -200002000400060008000 -101234 Total assets ($B) Participants 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan, Total assets ($B): 0.028890852 · Participants: 1402015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte 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 Isaacson Miller, Inc. Employee Stock Ownership Plan in MA ($29M); by covered participants it is Esl Power Systems, Inc. Employee Stock Ownership Plan in CA (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan pulled back noticeably - down 9.0% during 2024, from $32M to $29M. Reported net income was -$2M.
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 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Isaacson Miller, Inc. Employee Stock Ownership Plan in MA ($29M, 260 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 Esl Power Systems, Inc. Employee Stock Ownership Plan in CA (140 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.