401(k) · DOL Form 5500 · 2022
Union Bank & Trust Company 401(k) Plan
Data updated 2026-08-11
- $200M
- Total assets
- 998
- Participants
- 96th
- Percentile by assets
- $200,452
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $200M
- total plan assets (2022 EOY)
- 998
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $200,452
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Union Bank & Trust Company Profit Sharing Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | -$29M |
| Employer EIN | 470321480 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Bank & Trust Company)
| 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
- Hdr, Inc. Best Plan and ESOP $5.0B · 9,716
- Union Pacific Corporation Thrift Plan $2.0B · 5,284
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.0B · 28,974
- Peter Kiewit Sons, Inc. Retirement Savings Plan $1.8B · 15,777
- First National of Nebraska, Inc. First Savings Plan $764M · 4,605
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Union Bank & Trust Company Profit Sharing Plan by total assets, not by location.
- Menard, Inc. 401(k) Plan (WI) $200M · 47,135
- Microstrategy 401(k) Savings Plan (VA) $200M · 832
- Trident Seafoods Corporation 401(k) Retirement Plan (WA) $200M · 3,237
- Orthovirginia, Inc. 401(k) Profit Sharing Plan and Trust (VA) $200M · 1,552
Frequently Asked Questions
How did Union Bank & Trust Company Profit Sharing Plan assets move in 2022? ▼
How have Union Bank & Trust Company plan assets changed over time? ▼
Where does Union Bank & Trust Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Union Bank & Trust Company Profit Sharin…
Scale reading
Ways to act on Union Bank & Trust Company Profit Sharing Plan's numbers.
- By total assets, Union Bank & Trust Company Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans
- Union Bank & Trust Company's sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Finance & Insurance plans