ESOP · DOL Form 5500 · 2024

Equitable Bank ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
79
Participants Small participant base
31st
Percentile by assets National rank
$30,044
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

$2M in assets, 79 participants

Equitable Bank's Equitable Bank Employee Stock Ownership Plan reported $2M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,713 in Finance & Insurance (8,549 peers)

2024 asset change

Equitable Bank Employee Stock Ownership Plan pulled back noticeably 9.3% in 2024 ($3M → $2M) for 79 participants.

#1,713
in Finance & Insurance (8,549 peers)
-9.3%
assets change YoY

The plan reported a net loss of $198K 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 among the smaller filed plans by assets

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

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

$2,373,488 31st percentile higher than 31% 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

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

Plan-year 2024 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 (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Equitable Bank Employee Stock Ownership Plan reported net income rose from -$243K in the plan year 2023 filing to -$198K in the plan year 2024 filing.
  • Equitable Bank Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Equitable Bank Employee Stock Ownership Plan reported participants rose from 77 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 470151910 · Equitable Bank PY 2024 · ESOP

Equitable Bank Employee Stock Ownership Plan · $2M · 79 · 31st

  • 5500 $2M
  • 5500 79
  • 5500 31st
  • 5500 ESOP
  • 5500 near Baxter Employee Stock Ownership Plan
  • 5500 ind #1713

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

Baxter Employee Stock Ownership PlanBaxter Employee Stock Owners…$2MEnhanced Capital Partners Employee Stock Ownership PlanEnhanced Capital Partners Em…$2MEquitable Bank Employee Stock Ownership PlanEquitable Bank Employee Stoc…$2MBoston Barricade Holdings, Inc. Employee Stock Ownership PlanBoston Barricade Holdings, I…$2MB&b Engineering Corporation Employee Stock Ownership PlanB&b Engineering Corporation …$2M
End-of-year total assets ($M) among Equitable Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Equitable Bank years around the 2024 move

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

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$198K
Employer EIN470151910
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

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. 0100200300400500 -50050100150200250 Total assets ($M) Participants Equitable Bank Employee Stock Ownership Plan, Total assets ($M): 2.373488 · Participants: 79Equitable Bank Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 208.332233 · Participants: 241Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 124.422109 · Participants: 251Builders Supply Co. , Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.705713 · Participants: 62Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.542776 · Participants: 372Majors Plastics, Inc. Employee Stock Ownership PlanStructural Component Systems, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 81.751352 · Participants: 391Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust
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 Baxter Employee Stock Ownership Plan in MA ($2M); by covered participants it is Bank of Sun Prairie Employee Stock Ownership Plan in WI (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Equitable Bank Employee Stock Ownership Plan assets move in 2024? ▼
Equitable Bank Employee Stock Ownership Plan pulled back noticeably - down 9.3% during 2024, from $3M to $2M. Reported net income was -$198K.
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 Baxter Employee Stock Ownership Plan in MA ($2M, 14 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 Bank of Sun Prairie Employee Stock Ownership Plan in WI (79 participants, $3M 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 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.