Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOMERSET REGAL BANK
EIN 22-0784760financial servicesLatest filing 2025
Plans
3
Retirement
3
$44.8M assets
Welfare
0
Participants
338
220 WEST UNION AVENUE - BOUND BROOK, NJ 088051335732-560-1700somersetsavings.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $44.8M assets / 338 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOMERSET REGAL BANK 401(K) RETIREMENT PLAN
401k
Assets$19.9M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOMERSET SAVINGS BANK, SLA PENSION PLAN
TraditionalDB
Assets$15.8M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SOMERSET REGAL BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$9.0M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOMERSET REGAL BANK 401(K) RETIREMENT PLAN | 401k | $19.9M | 134 | 2025 | |
| 001 | SOMERSET SAVINGS BANK, SLA PENSION PLAN | TraditionalDB | $15.8M | 86 | 2025 | |
| 003 | SOMERSET REGAL BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.0M | 118 | 2024 |
Retirement plans