Defined Benefit (Pension) · DOL Form 5500 · 2022

Lauritzen Corporation Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
138
Participants Small participant base
81st
Percentile by assets National rank
$190,421
Avg per participant Above avg balance/head
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Official DOL plan name: Bankers Pension Plan and Trust, 1975 · Sponsored by Lauritzen Corporation · Nebraska · Finance & Insurance

$26M in assets, 138 participants

Lauritzen Corporation's Bankers Pension Plan and Trust, 1975 reported $26M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,450 in Finance & Insurance (9,261 peers)

Coverage in Nebraska

Bankers Pension Plan and Trust, 1975 covers 138 participants in Nebraska, about 25% of the average Nebraska filer (state average ~552 per filing). Assets: $26M.

#6,450
in Finance & Insurance (9,261 peers)
-23.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bankers Pension Plan and Trust, 1975's outsized position by total assets

Bankers Pension Plan and Trust, 1975 vs every filed plan by assets

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

$26,278,071 Top 19% higher than 81% 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

Bankers Pension Plan and Trust, 1975 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. Bankers Pension Plan and Trust, 1975 sits mid-pack in the medium band (138 participants).

EBSA filing schedule strip

Filing strip 470444651 · Lauritzen Corporation PY 2022 · Defined Benefit (Pension)

Bankers Pension Plan and Trust, 1975 · $26M · 138 · 81st

  • EBSA $26M
  • EBSA 138
  • EBSA 81st
  • EBSA Defined Benefit (Pension)
  • EBSA near Carpenters Local Union No. 345 Pension Fund
  • EBSA ind #6450

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 →

Bankers Pension Plan and Trust, 1975 in the asset neighbourhood

Rogers Corporation Employees' Pension PlanRogers Corporation Employees…$26MCarpenters Local Union No. 345 Pension FundCarpenters Local Union No. 3…$26MThe Hamilton Beach Brands, Inc. Pension PlanThe Hamilton Beach Brands, I…$26MBankers Pension Plan and Trust, 1975Bankers Pension Plan and Tru…$26MAmpac Fine Chemicals LLC Pension Plan for Salaried EmployeesAmpac Fine Chemicals LLC Pen…$26M
End-of-year total assets ($M) among Bankers Pension Plan and Trust, 1975 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$26M
Net Income-$8M
Employer EIN470444651
Plan Effective Date1975-11-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Lauritzen Corporation)

Sponsor-wide plan assets over time

All Lauritzen Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$94M 13.175897815403898% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $108M $93.8M ▼ -13.2%
Year Plans Participants Total Assets
2022 2 648 $108M
2023 2 725 $123M
2024 2 708 $94M

Nearby Defined Benefit (Pension) Plans in Nebraska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bankers Pension Plan and Trust, 1975 vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1012345 Total assets ($B) Participants Bankers Pension Plan and Trust, 1975, Total assets ($B): 0.026278071 · Participants: 138Bankers Pension Plan and Trust, 1975Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.320831297 · Participants: 4000Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 3.927606276 · Participants: 38Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.998227028 · Participants: 606Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.718852569 · Participants: 311Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.333016466 · Participants: 1083The Restated Ag Processing Inc Retirement Plan
Bankers Pension Plan and Trust, 1975 vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants

Bankers Pension Plan and Trust, 1975's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Carpenters Local Union No. 345 Pension Fund in TN ($26M); by covered participants it is Caterpillar Global Mining Legacy Hourly Employees' Pension Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Bankers Pension Plan and Trust, 1975 assets move in 2022?
Bankers Pension Plan and Trust, 1975 declined sharply - down 23.5% during 2022, from $34M to $26M. Reported net income was -$8M.
How have Lauritzen Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Lauritzen Corporation's sponsor-wide assets declined 13.2%, from $108M to $94M.
Where does Bankers Pension Plan and Trust, 1975 rank by assets among Form 5500 filers?
Bankers Pension Plan and Trust, 1975 ranks in the 81st 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 Defined Benefit (Pension) plans are similar in size to Bankers Pension Plan and Trust, 1975?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carpenters Local Union No. 345 Pension Fund in TN ($26M, 52 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bankers Pension Plan and Trust, 1975?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Caterpillar Global Mining Legacy Hourly Employees' Pension Plan in TX (138 participants, $49M in assets).