Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BANK OF BROOKHAVEN
EIN 64-0918029bankingLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
69
411 BROOKWAY BLVD, P.O. BOX 889 - BROOKHAVEN, MS 39602601-835-4021bankofbrookhaven.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 69 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
BANK OF BROOKHAVEN 401(K) PLAN
401k
Assets$3.5M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$394K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BANK OF BROOKHAVEN 401(K) PLAN | 401k | $3.5M | 38 | 2025 | |
| 002 | BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $394K | 31 | 2024 |
Retirement plans