401(k) · DOL Form 5500 · 2022

Omaha Zoological Society 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
319
Participants Below avg headcount
78th
Percentile by assets National rank
$66,599
Avg per participant Below avg balance/head
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Official DOL plan name: Omaha Zoological Society Retirement Plan & Trust · Sponsored by Omaha Zoological Society · Nebraska · Professional & Technical Services

$21M in assets, 319 participants

Omaha Zoological Society's Omaha Zoological Society Retirement Plan & Trust reported $21M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,918 in Professional & Technical Services (21,562 peers)

Where Omaha Zoological Society Retirement Plan & Trust sits by assets

Omaha Zoological Society Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $21M for 319 participants (~$66,599/participant), down 14.1% in 2022.

#16,918
in Professional & Technical Services (21,562 peers)
-14.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Omaha Zoological Society Retirement Plan & Trust's outsized position by total assets

Omaha Zoological Society Retirement Plan & Trust vs every filed plan by assets

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

$21,245,153 Top 22% higher than 78% 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

Omaha Zoological Society Retirement Plan & Trust 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. Omaha Zoological Society Retirement Plan & Trust sits mid-pack in the medium band (319 participants).

Plan-year Form 5500 strip

Filing strip 470469782 · Omaha Zoological Society PY 2022 · 401(k)

Omaha Zoological Society Retirement Plan & Trust · $21M · 319 · 78th

  • SCH $21M
  • SCH 319
  • SCH 78th
  • SCH 401(k)
  • SCH near Luse Holdings, Inc. Profit Sharing Plan
  • SCH ind #16918

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 Professional & Technical Services retirement plans → · Plans in Nebraska →

Omaha Zoological Society Retirement Plan & Trust in the asset neighbourhood

Omaha Zoological Society Retirement Plan & TrustOmaha Zoological Society Ret…$21MLuse Holdings, Inc. Profit Sharing PlanLuse Holdings, Inc. Profit S…$21MVeridian Homes 401(k) Retirement PlanVeridian Homes 401(k) Retire…$21MRayonier Advanced Materials Inc. Fernandina Plant Savings Plan for Hourly EmployeesRayonier Advanced Materials …$21MKalsec Union 401(k) / Retirement PlanKalsec Union 401(k) / Retire…$21M
End-of-year total assets ($M) among Omaha Zoological Society Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN470469782
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Omaha Zoological Society)

Sponsor-wide plan assets over time

All Omaha Zoological Society plans reported in each filing year

Latest sponsor-wide plan assets
$28M 30.869139892755776% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.8M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 319 $21M
2023 1 480 $24M
2024 1 367 $28M

Nearby 401(k) Plans in Nebraska

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

Omaha Zoological Society Retirement Plan & Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Omaha Zoological Society Retirement Plan & Trust, Total assets ($B): 0.021245153 · Participants: 319Omaha Zoological Society Retirement Plan & TrustHdr, 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
Omaha Zoological Society Retirement Plan & Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Omaha Zoological Society Retirement Plan & Trust side-by-side with 3 peers →

Omaha Zoological Society Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Luse Holdings, Inc. Profit Sharing Plan in IL ($21M); by covered participants it is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Omaha Zoological Society Retirement Plan & Trust assets move in 2022? ▼
Omaha Zoological Society Retirement Plan & Trust pulled back noticeably - down 14.1% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Omaha Zoological Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Omaha Zoological Society's sponsor-wide assets grew 30.9%, from $21M to $28M.
Where does Omaha Zoological Society Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Omaha Zoological Society Retirement Plan & Trust ranks in the 78th 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 Omaha Zoological Society Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Luse Holdings, Inc. Profit Sharing Plan in IL ($21M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Omaha Zoological Society Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants, $605K 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 470469782.

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.