401(k) · DOL Form 5500 · 2022

Trotter, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
249
Participants Below avg headcount
56th
Percentile by assets National rank
$25,629
Avg per participant Low balance/head
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Official DOL plan name: Trotter, Inc. 401(k) Plan · Sponsored by Trotter, Inc. · Nebraska · Agriculture, Forestry & Fishing

$6M in assets, 249 participants

Trotter, Inc.'s Trotter, Inc. 401(k) Plan reported $6M in total assets and 249 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #928 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Nebraska

Trotter, Inc. 401(k) Plan covers 249 participants in Nebraska, about 45% of the average Nebraska filer (state average ~552 per filing). Assets: $6M.

#928
in Agriculture, Forestry & Fishing (1,523 peers)
-13.5%
assets change YoY

The plan reported a net loss of $1000K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trotter, Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Trotter, Inc. 401(k) Plan vs every filed plan by assets

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

$6,381,519 Top 44% higher than 56% 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

Trotter, Inc. 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. Trotter, Inc. 401(k) Plan sits mid-pack in the medium band (249 participants).

Form 5500 schedule snapshot

Filing strip 470580954 · Trotter, Inc. PY 2022 · 401(k)

Trotter, Inc. 401(k) Plan · $6M · 249 · 56th

  • BOOK $6M
  • BOOK 249
  • BOOK 56th
  • BOOK 401(k)
  • BOOK near Danboise & the Learning Tree Centers Employees 401(k) Retirement Plan
  • BOOK ind #928

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Nebraska →

Trotter, Inc. 401(k) Plan in the asset neighbourhood

Trotter, Inc. 401(k) Plan$6MDanboise & the Learning Tree Centers Employees 401(k) Retirement PlanDanboise & the Learning Tree…$6MRetirement 401(k) Plan$6MLeroy Street Studio Architectu 401(k) Profit Sharing Plan & TrustLeroy Street Studio Architec…$6MNorth Shore Senior Center 401(k) PlanNorth Shore Senior Center 40…$6M
End-of-year total assets ($M) among Trotter, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1000K
Employer EIN470580954
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trotter, Inc.)

Sponsor-wide plan assets over time

All Trotter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 38.45665898667699% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.38M $8.84M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 249 $6M
2023 1 266 $8M
2024 1 275 $9M

Nearby 401(k) Plans in Nebraska

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

Trotter, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Trotter, Inc. 401(k) Plan, Total assets ($B): 0.006381519 · Participants: 249Trotter, Inc. 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
Trotter, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Trotter, Inc. 401(k) Plan side-by-side with 3 peers →

Trotter, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Danboise & the Learning Tree Centers Employees 401(k) Retirement Plan in MI ($6M); by covered participants it is Craig Resources Inc. 401(k) Plan in KS (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Trotter, Inc. 401(k) Plan assets move in 2022? ▼
Trotter, Inc. 401(k) Plan pulled back noticeably - down 13.5% during 2022, from $7M to $6M. Reported net income was -$1000K.
How have Trotter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trotter, Inc.'s sponsor-wide assets grew 38.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Trotter, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Danboise & the Learning Tree Centers Employees 401(k) Retirement Plan in MI ($6M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Trotter, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Craig Resources Inc. 401(k) Plan in KS (249 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 470580954.

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.