401(k) · DOL Form 5500 · 2022

Borsheim Jewelry Company, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
188
Participants Below avg headcount
75th
Percentile by assets National rank
$90,271
Avg per participant Below avg balance/head
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Official DOL plan name: Borsheim Jewelry Company 401(k) Savings Plan · Sponsored by Borsheim Jewelry Company, Inc. · Nebraska · Retail Trade

$17M in assets, 188 participants

Borsheim Jewelry Company, Inc.'s Borsheim Jewelry Company 401(k) Savings Plan reported $17M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #8,037 in Retail Trade (9,519 peers)

Coverage in Nebraska

Borsheim Jewelry Company 401(k) Savings Plan covers 188 participants in Nebraska, about 34% of the average Nebraska filer (state average ~552 per filing). Assets: $17M.

#8,037
in Retail Trade (9,519 peers)
-25.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Borsheim Jewelry Company 401(k) Savings Plan's outsized position by total assets

Borsheim Jewelry Company 401(k) Savings Plan vs every filed plan by assets

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

$16,970,969 Top 25% higher than 75% 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

Borsheim Jewelry Company 401(k) Savings 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. Borsheim Jewelry Company 401(k) Savings Plan sits mid-pack in the medium band (188 participants).

Published 5500 schedule card

Filing strip 470546003 · Borsheim Jewelry Company, Inc. PY 2022 · 401(k)

Borsheim Jewelry Company 401(k) Savings Plan · $17M · 188 · 75th

  • PART $17M
  • TYPE 188
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Bunim-Murray Productions 401(k) Plan
  • BOY ind #8037

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 →

Borsheim Jewelry Company 401(k) Savings Plan in the asset neighbourhood

Borsheim Jewelry Company 401(k) Savings PlanBorsheim Jewelry Company 401…$17MBunim-Murray Productions 401(k) PlanBunim-Murray Productions 401…$17MUpperline Health 401(k) Retirement PlanUpperline Health 401(k) Reti…$17MSanta Monica Seafood Company 401(k) PlanSanta Monica Seafood Company…$17MMauser Packaging Solutions Bargaining Unit 401(k) PlanMauser Packaging Solutions B…$17M
End-of-year total assets ($M) among Borsheim Jewelry Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$17M
Net Income-$6M
Employer EIN470546003
Plan Effective Date1978-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Borsheim Jewelry Company, Inc.)

Sponsor-wide plan assets over time

All Borsheim Jewelry Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 22.99113268075618% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $20.9M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 188 $17M
2023 1 189 $18M
2024 1 198 $21M

Nearby 401(k) Plans in Nebraska

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

Borsheim Jewelry Company 401(k) Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Borsheim Jewelry Company 401(k) Savings Plan, Total assets ($B): 0.016970969 · Participants: 188Borsheim Jewelry Company 401(k) Savings 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
Borsheim Jewelry Company 401(k) Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Borsheim Jewelry Company 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Bunim-Murray Productions 401(k) Plan in CA ($17M); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Borsheim Jewelry Company 401(k) Savings Plan assets move in 2022? ▼
Borsheim Jewelry Company 401(k) Savings Plan declined sharply - down 25.0% during 2022, from $23M to $17M. Reported net income was -$6M.
How have Borsheim Jewelry Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Borsheim Jewelry Company, Inc.'s sponsor-wide assets grew 23.0%, from $17M to $21M.
Where does Borsheim Jewelry Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Borsheim Jewelry Company 401(k) Savings Plan ranks in the 75th 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 Borsheim Jewelry Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bunim-Murray Productions 401(k) Plan in CA ($17M, 522 participants).
Which 401(k) plans cover a similar participant headcount to Borsheim Jewelry Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 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 470546003.

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.