401(k) · DOL Form 5500 · 2024

The Equitable Bank, Ssb 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
82
Participants Small participant base
53rd
Percentile by assets National rank
$109,303
Avg per participant Below avg balance/head
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Official DOL plan name: Equitable Savings Bank Retirement Savings Plan · Sponsored by The Equitable Bank, Ssb · Wisconsin · Finance & Insurance

$9M in assets, 82 participants

The Equitable Bank, Ssb's Equitable Savings Bank Retirement Savings Plan reported $9M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,197 in Finance & Insurance (8,549 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 $9M / 82 participants.

#3,197
in Finance & Insurance (8,549 peers)
-6.7%
assets change YoY

The plan reported a net loss of $648K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$8,962,850 Top 47% higher than 53% 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 Savings Bank Retirement Savings 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 Savings Bank Retirement Savings Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Equitable Savings Bank Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$648K in the plan year 2024 filing.
  • Equitable Savings Bank Retirement Savings Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Equitable Savings Bank Retirement Savings Plan reported participants fell from 84 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390265500 · The Equitable Bank, Ssb PY 2024 · 401(k)

Equitable Savings Bank Retirement Savings Plan · $9M · 82 · 53rd

  • PART $9M
  • TYPE 82
  • NET 53rd
  • BOOK 401(k)
  • VS-ST near Golden Triangle Construction, LLC 401(k) Plan
  • BOY ind #3197

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

Equitable Savings Bank Retirement Savings PlanEquitable Savings Bank Retir…$9MGolden Triangle Construction, LLC 401(k) PlanGolden Triangle Construction…$9MGoldencorr Sheets, LLC Retirement PlanGoldencorr Sheets, LLC Retir…$9MOmnigo 401(k) Plan$9MHomeward Bound, Inc. 403(b) Retirement Savings PlanHomeward Bound, Inc. 403(b) …$9M
End-of-year total assets ($M) among Equitable Savings Bank Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$7M$8M$9M$10M 202220232024 $7.69M $8.96M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 96 $8M
2023 1 84 $10M
2024 1 82 $9M

The Equitable Bank, Ssb filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$648K
Employer EIN390265500
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Equitable Savings Bank Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Equitable Savings Bank Retirement Savings Plan, Total assets ($B): 0.00896285 · Participants: 82Equitable Savings Bank Retirement Savings 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
Equitable Savings Bank Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Equitable Savings Bank Retirement Savings Plan side-by-side with 3 peers →

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 Golden Triangle Construction, LLC 401(k) Plan in CO ($9M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Savings Bank Retirement Savings Plan assets move in 2024? ▼
Equitable Savings Bank Retirement Savings Plan pulled back noticeably - down 6.7% during 2024, from $10M to $9M. Reported net income was -$648K.
How have The Equitable Bank, Ssb plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Equitable Bank, Ssb's sponsor-wide assets grew 16.6%, from $8M to $9M.
Which 401(k) plans are similar in size to Equitable Savings Bank Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Triangle Construction, LLC 401(k) Plan in CO ($9M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Equitable Savings Bank Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infopaginas 1081.01(D) Plan in PR (82 participants, $801K 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 390265500.

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.