Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Bank of Brookhaven
EIN 64-0918029bankingLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Health & Benefits
0
Participants
68
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 / $4.0M assets / 68 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BANK OF BROOKHAVEN 401(K) PLAN
401(k)
Assets$3.5M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$498K
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BANK OF BROOKHAVEN 401(K) PLAN | 401(k) | $3.5M | 38 | 2025 |
| #002 | BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $498K | 30 | 2025 |
- #001 · 401(k) · 202538
- #002 · ESOP · 202530
Retirement plans