401(k) · DOL Form 5500 · 2022

Platte Valley Financial Service Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
345
Participants Below avg headcount
86th
Percentile by assets National rank
$112,508
Avg per participant Below avg balance/head
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Official DOL plan name: Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan · Sponsored by Platte Valley Financial Service Companies, Inc. · Nebraska · Finance & Insurance

$39M in assets, 345 participants

Platte Valley Financial Service Companies, Inc.'s Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan reported $39M in total assets and 345 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,127 in Finance & Insurance (9,261 peers)

Where Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan sits by assets

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $39M for 345 participants (~$112,508/participant), down 11.0% in 2022.

#7,127
in Finance & Insurance (9,261 peers)
-11.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan's outsized position by total assets

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$38,815,151 Top 14% higher than 86% 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

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (345 participants).

EBSA filing schedule strip

Filing strip 470800148 · Platte Valley Financial Service Companies, Inc. PY 2022 · 401(k)

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan · $39M · 345 · 86th

  • PART $39M
  • TYPE 345
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Aerodyne Industries LLC 401 K Profit Sharing Plan Trust
  • BOY ind #7127

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 Finance & Insurance retirement plans → · Plans in Nebraska →

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan in the asset neighbourhood

Platte Valley Financial Service Companies Inc. Employee Stock Ownership PlanPlatte Valley Financial Serv…$39MAerodyne Industries LLC 401 K Profit Sharing Plan TrustAerodyne Industries LLC 401 …$39MAssured Information Security, Inc. Employees 401(k) PlanAssured Information Security…$39MTurnberry Solutions 401(k) Profit Sharing PlanTurnberry Solutions 401(k) P…$39MFort Wayne Orthopaedics, LLC Profit Sharing PlanFort Wayne Orthopaedics, LLC…$39M
End-of-year total assets ($M) among Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$39M
Net Income-$5M
Employer EIN470800148
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Platte Valley Financial Service Companies, Inc.)

Sponsor-wide plan assets over time

All Platte Valley Financial Service Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 15.202720710786362% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $38.8M $44.7M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 345 $39M
2023 1 365 $42M
2024 1 383 $45M

Nearby 401(k) Plans in Nebraska

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

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan, Total assets ($B): 0.038815151 · Participants: 345Platte Valley Financial Service Companies Inc. Employee Stock Ownership PlanHdr, 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
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Aerodyne Industries LLC 401 K Profit Sharing Plan Trust in FL ($39M); by covered participants it is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.0% during 2022, from $44M to $39M. Reported net income was -$5M.
How have Platte Valley Financial Service Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Platte Valley Financial Service Companies, Inc.'s sponsor-wide assets grew 15.2%, from $39M to $45M.
Where does Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aerodyne Industries LLC 401 K Profit Sharing Plan Trust in FL ($39M, 456 participants).
Which 401(k) plans cover a similar participant headcount to Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 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 470800148.

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.