Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE EQUITABLE BANK, SSB
EIN 39-0265500bankingLatest filing 2025
Plans
2
Retirement
2
$19.6M assets
Welfare
0
Participants
143
2290 NORTH MAYFAIR ROAD - MILWAUKEE, WI 532262208414-476-6434equitablebank.netLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.6M assets / 143 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#001
RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF EQUITABLE BANK
TraditionalDB
Assets$10.6M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EQUITABLE SAVINGS BANK RETIREMENT SAVINGS PLAN
401k
Assets$9.0M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF EQUITABLE BANK | TraditionalDB | $10.6M | 51 | 2025 | |
| 002 | EQUITABLE SAVINGS BANK RETIREMENT SAVINGS PLAN | 401k | $9.0M | 92 | 2025 |
Retirement plans
Welfare plans