401(k) · DOL Form 5500 · 2022

Egermier Wealth Group 401(k) Plan

Data updated 2026-08-25

$456K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$113,938
Avg per participant Below avg balance/head
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Official DOL plan name: Egermier Wealth Group 401(k) Profit Sharing Plan & Trust · Sponsored by Egermier Wealth Group · Nebraska · Professional & Technical Services

$456K in assets, 4 participants

Egermier Wealth Group's Egermier Wealth Group 401(k) Profit Sharing Plan & Trust reported $456K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #3,003 in Professional & Technical Services (21,562 peers)

Egermier Wealth Group multi-year trail

Egermier Wealth Group's plans moved +38.0% in assets from 2022 to 2023; this filing shows Egermier Wealth Group 401(k) Profit Sharing Plan & Trust at $456K / 4 participants.

#3,003
in Professional & Technical Services (21,562 peers)
-6.1%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Egermier Wealth Group 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Egermier Wealth Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$455,751 17th percentile higher than 17% of 139,123 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 2022

Egermier Wealth Group 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Egermier Wealth Group 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 330996874 · Egermier Wealth Group PY 2022 · 401(k)

Egermier Wealth Group 401(k) Profit Sharing Plan & Trust · $456K · 4 · 17th

  • PART $456K
  • PART 4
  • PART 17th
  • PART 401(k)
  • PART near Barry Neil Silberg, M.D., a Professional Corp. 401(k) Profit Sharing Plan
  • PART ind #3003

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 Professional & Technical Services retirement plans → · Plans in Nebraska →

Egermier Wealth Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Egermier Wealth Group 401(k) Profit Sharing Plan & TrustEgermier Wealth Group 401(k)…$456KBarry Neil Silberg, M.D., a Professional Corp. 401(k) Profit Sharing PlanBarry Neil Silberg, M.D., a …$456KFuturetechedu, Inc. 401(k) Profit Sharing PlanFuturetechedu, Inc. 401(k) P…$456KHigh Flying Foods San Diego Partnership Union 401(k) PlanHigh Flying Foods San Diego …$456KVandelay Industries Inc 401(k) PlanVandelay Industries Inc 401(…$456K
End-of-year total assets ($M) among Egermier Wealth Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Egermier Wealth Group multi-year asset trail

Sponsor-wide plan assets over time

All Egermier Wealth Group plans reported in each filing year

Latest sponsor-wide plan assets
$629K 37.99487000577069% vs 2022
2023 filing year
$0.4M$0.5M$0.6M$0.7M 20222023 $0.46M $0.63M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 4 $456K
2023 1 3 $629K

Egermier Wealth Group filing trail (2022)

Total Assets (Beginning of Year)$486K
Net Assets (End of Year)$456K
Net Income-$30K
Employer EIN330996874
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Egermier Wealth Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Egermier Wealth Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000455751 · Participants: 4Egermier Wealth Group 401(k) Profit Sharing Plan & TrustHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Egermier Wealth Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Egermier Wealth Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Egermier Wealth Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Barry Neil Silberg, M.D., a Professional Corp. 401(k) Profit Sharing Plan in CA ($456K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Egermier Wealth Group 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Egermier Wealth Group 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.1% during 2022, from $486K to $456K. Reported net income was -$30K.
How have Egermier Wealth Group plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Egermier Wealth Group's sponsor-wide assets grew 38.0%, from $456K to $629K.
Where does Egermier Wealth Group 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Egermier Wealth Group 401(k) Profit Sharing Plan & Trust ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Egermier Wealth Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Barry Neil Silberg, M.D., a Professional Corp. 401(k) Profit Sharing Plan in CA ($456K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Egermier Wealth Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330996874.

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.