401(k) · DOL Form 5500 · 2022

Exchange Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
182
Participants Below avg headcount
70th
Percentile by assets National rank
$70,016
Avg per participant Below avg balance/head
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Official DOL plan name: Exchange Company 401(k) Plan · Sponsored by Exchange Company · Nebraska · Retail Trade

$13M in assets, 182 participants

Exchange Company's Exchange Company 401(k) Plan reported $13M in total assets and 182 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #7,630 in Retail Trade (9,519 peers)

Coverage in Nebraska

Exchange Company 401(k) Plan covers 182 participants in Nebraska, about 33% of the average Nebraska filer (state average ~552 per filing). Assets: $13M.

#7,630
in Retail Trade (9,519 peers)
-14.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Exchange Company 401(k) Plan's outsized position by total assets

Exchange Company 401(k) Plan vs every filed plan by assets

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

$12,742,890 Top 30% higher than 70% 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

Exchange Company 401(k) 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. Exchange Company 401(k) Plan sits mid-pack in the medium band (182 participants).

Published 5500 schedule card

Filing strip 470635346 · Exchange Company PY 2022 · 401(k)

Exchange Company 401(k) Plan · $13M · 182 · 70th

  • NET $13M
  • BOOK 182
  • VS-ST 70th
  • BOY 401(k)
  • SCH near Pag Holding Corp 401(k) Profit Sharing Plan
  • EBSA ind #7630

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 Retail Trade retirement plans → · Plans in Nebraska →

Exchange Company 401(k) Plan in the asset neighbourhood

Exchange Company 401(k) Plan$13MPag Holding Corp 401(k) Profit Sharing PlanPag Holding Corp 401(k) Prof…$13MUniwest Employee 401(k) & Profit Sharing PlanUniwest Employee 401(k) & Pr…$13MGdh Consulting, Inc. 401(k) PlanGdh Consulting, Inc. 401(k) …$13MAccess Rehab Centers, LLC 401(k) PlanAccess Rehab Centers, LLC 40…$13M
End-of-year total assets ($M) among Exchange Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN470635346
Plan Effective Date1965-08-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Exchange Company)

Sponsor-wide plan assets over time

All Exchange Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 32.99417949931295% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.7M $17M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 182 $13M
2023 1 180 $15M
2024 1 173 $17M

Nearby 401(k) Plans in Nebraska

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

Exchange Company 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Exchange Company 401(k) Plan, Total assets ($B): 0.01274289 · Participants: 182Exchange Company 401(k) 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
Exchange Company 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Exchange Company 401(k) Plan side-by-side with 3 peers →

Exchange Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Pag Holding Corp 401(k) Profit Sharing Plan in GA ($13M); by covered participants it is Hillman Bus 401(k) in NJ (182 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Exchange Company 401(k) Plan assets move in 2022? ▼
Exchange Company 401(k) Plan pulled back noticeably - down 14.0% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Exchange Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exchange Company's sponsor-wide assets grew 33.0%, from $13M to $17M.
Which 401(k) plans are similar in size to Exchange Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pag Holding Corp 401(k) Profit Sharing Plan in GA ($13M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Exchange Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hillman Bus 401(k) in NJ (182 participants, $709K 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 470635346.

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.