401(k) · DOL Form 5500 · 2024

Waterstone Bank Ssb 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
189
Participants Below avg headcount
65th
Percentile by assets National rank
$82,907
Avg per participant Below avg balance/head
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Official DOL plan name: Waterstone Bank Ssb 401(k) Plan · Sponsored by Waterstone Bank Ssb · Wisconsin · Finance & Insurance

$16M in assets, 189 participants

Waterstone Bank Ssb's Waterstone Bank Ssb 401(k) Plan reported $16M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,223 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Waterstone Bank Ssb 401(k) Plan covers 189 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#4,223
in Finance & Insurance (8,549 peers)
+12.0%
assets growth YoY

Waterstone Bank Ssb 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Waterstone Bank Ssb 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,669,398 Top 35% higher than 65% 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

Waterstone Bank Ssb 401(k) 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. Waterstone Bank Ssb 401(k) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waterstone Bank Ssb 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Waterstone Bank Ssb 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Waterstone Bank Ssb 401(k) Plan reported participants rose from 182 in the plan year 2023 filing to 189 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390691250 · Waterstone Bank Ssb PY 2024 · 401(k)

Waterstone Bank Ssb 401(k) Plan · $16M · 189 · 65th

  • RANK $16M
  • PHOTO 189
  • IND 65th
  • EOY 401(k)
  • 5500 near All Metals Processing Holdings, LLC 401(k) Plan
  • ASSETS ind #4223

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

Waterstone Bank Ssb 401(k) PlanWaterstone Bank Ssb 401(k) P…$16MAll Metals Processing Holdings, LLC 401(k) PlanAll Metals Processing Holdin…$16MAllied Locke Industries, Inc. 401(k) Savings PlanAllied Locke Industries, Inc…$16MMidwest Wheel Companies, Inc. 401(k) Profit Sharing PlanMidwest Wheel Companies, Inc…$16MWorldvu Development LLC 401(k) Savings PlanWorldvu Development LLC 401(…$16M
End-of-year total assets ($M) among Waterstone Bank Ssb 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN390691250
Plan Effective Date1996-01-01
Filing StatusFILING 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
$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 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Waterstone Bank Ssb 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Waterstone Bank Ssb 401(k) Plan, Total assets ($B): 0.015669398 · Participants: 189Waterstone Bank Ssb 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Waterstone Bank Ssb 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Waterstone Bank Ssb 401(k) Plan side-by-side with 3 peers →

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 All Metals Processing Holdings, LLC 401(k) Plan in CA ($16M); by covered participants it is Prevailing Multiple Employer Plan in MD (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Waterstone Bank Ssb 401(k) Plan assets move in 2024? ▼
Waterstone Bank Ssb 401(k) Plan grew at a solid clip - up 12.0% during 2024, from $14M to $16M. Reported net income was $2M.
How have Waterstone Bank Ssb plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterstone Bank Ssb's sponsor-wide assets declined 13.8%, from $52M to $45M.
Which 401(k) plans are similar in size to Waterstone Bank Ssb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is All Metals Processing Holdings, LLC 401(k) Plan in CA ($16M, 432 participants).
Which 401(k) plans cover a similar participant headcount to Waterstone Bank Ssb 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in MD (189 participants, N/A 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.