401(k) · DOL Form 5500 · 2022

Union Bank & Trust Company 401(k) Plan

Data updated 2026-08-25

$200M
Total assets Near avg plan size
998
Participants Near avg headcount
96th
Percentile by assets National rank
$200,452
Avg per participant Above avg balance/head
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Official DOL plan name: Union Bank & Trust Company Profit Sharing Plan · Sponsored by Union Bank & Trust Company · Nebraska · Finance & Insurance

$200M in assets, 998 participants

Union Bank & Trust Company's Union Bank & Trust Company Profit Sharing Plan reported $200M in total assets and 998 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,567 in Finance & Insurance (9,261 peers)

Where Union Bank & Trust Company Profit Sharing Plan sits by assets

Union Bank & Trust Company Profit Sharing Plan sits in the top 5% of all filed plans by assets, $200M for 998 participants (~$200,452/participant), down 12.7% in 2022.

#8,567
in Finance & Insurance (9,261 peers)
-12.7%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Bank & Trust Company Profit Sharing Plan's outsized position by total assets

Union Bank & Trust Company Profit Sharing Plan vs every filed plan by assets

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

$200,051,312 Top 4% higher than 96% 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

Union Bank & Trust Company Profit Sharing 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. Union Bank & Trust Company Profit Sharing Plan sits mid-pack in the medium band (998 participants).

EBSA filing schedule strip

Filing strip 470321480 · Union Bank & Trust Company PY 2022 · 401(k)

Union Bank & Trust Company Profit Sharing Plan · $200M · 998 · 96th

  • IND $200M
  • EOY 998
  • 5500 96th
  • ASSETS 401(k)
  • PCT near Menard, Inc. 401(k) Plan
  • EIN ind #8567

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 →

Union Bank & Trust Company Profit Sharing Plan in the asset neighbourhood

Orthovirginia, Inc. 401(k) Profit Sharing Plan and TrustOrthovirginia, Inc. 401(k) P…$200MTrident Seafoods Corporation 401(k) Retirement PlanTrident Seafoods Corporation…$200MMenard, Inc. 401(k) Plan$200MUnion Bank & Trust Company Profit Sharing PlanUnion Bank & Trust Company P…$200MMicrostrategy 401(k) Savings PlanMicrostrategy 401(k) Savings…$200M
End-of-year total assets ($M) among Union Bank & Trust Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$229M
Net Assets (End of Year)$200M
Net Income-$29M
Employer EIN470321480
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Bank & Trust Company)

Sponsor-wide plan assets over time

All Union Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$269M 34.21567212715906% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $200M $269M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 998 $200M
2023 1 1,094 $234M
2024 1 1,164 $269M

Nearby 401(k) Plans in Nebraska

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

Union Bank & Trust Company Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Union Bank & Trust Company Profit Sharing Plan, Total assets ($B): 0.200051312 · Participants: 998Union Bank & Trust Company Profit Sharing 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
Union Bank & Trust Company Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Union Bank & Trust Company Profit Sharing Plan side-by-side with 3 peers →

Union Bank & Trust Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Menard, Inc. 401(k) Plan in WI ($200M); by covered participants it is Distribution International Employee 401(k) Retirement Plan in TX (998 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($200M here).

Similar participant headcount

Nearest other-state filings by covered participants (998 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 Union Bank & Trust Company Profit Sharing Plan assets move in 2022? ▼
Union Bank & Trust Company Profit Sharing Plan pulled back noticeably - down 12.7% during 2022, from $229M to $200M. Reported net income was -$29M.
How have Union Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Bank & Trust Company's sponsor-wide assets grew 34.2%, from $200M to $269M.
Where does Union Bank & Trust Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Union Bank & Trust Company Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Union Bank & Trust Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Menard, Inc. 401(k) Plan in WI ($200M, 47,135 participants).
Which 401(k) plans cover a similar participant headcount to Union Bank & Trust Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Distribution International Employee 401(k) Retirement Plan in TX (998 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 470321480.

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.