Paulsen, Inc. 401(k) Profit Sharing Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 15, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Paulsen, Inc. · Nebraska · Construction

What the 2023 filing shows

Paulsen, Inc. 401(k) Profit Sharing Plan holds $10M for 232 participants — about $44,059 per participant, down 14.8% over the 2022 plan year.

$10M
total plan assets (2022 EOY): 232
covered participants: $44,059
avg assets per participant: -14.8%
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.

Total Assets (2023)

$10M

Participants

232

State

Nebraska

Industry

Construction

What the Filing Says About Paulsen, Inc. 401(k) Profit Sharing Plan

Paulsen, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Paulsen, Inc., headquartered in Nebraska. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 232 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 470397153, and the plan has been effective since 1968-01-20. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2022 to $10M at year-end — a decline of 14.8%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-1,781,065 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$12M
Total Assets (End of Year)	$10M
Net Assets (End of Year)	$10M
Net Income	$-1,781,065
Plan Type	401(k)
Employer EIN	470397153
Plan Effective Date	1968-01-20
Filing Status	FILING RECEIVED

Sponsor Plan History (Paulsen, Inc.)

Year	Plans	Participants	Total Assets
2022	1	232	$10M
2023	1	216	$13M
2024	1	223	$13M

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Related Data

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Frequently Asked Questions

How much money is in the Paulsen, Inc. 401(k) Profit Sharing Plan? ▼

As of the 2022 Form 5500 filing, Paulsen, Inc. 401(k) Profit Sharing Plan holds $10M in total assets with 232 participants. It is sponsored by Paulsen, Inc..

What type of plan is Paulsen, Inc. 401(k) Profit Sharing Plan? ▼

Paulsen, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1968-01-20. The plan is filed with the U.S. Department of Labor under EIN 470397153.

Who sponsors the Paulsen, Inc. 401(k) Profit Sharing Plan? ▼

Paulsen, Inc. 401(k) Profit Sharing Plan is sponsored by Paulsen, Inc., located in Nebraska. The sponsor's EIN is 470397153 and the plan operates in the Construction industry.

How did Paulsen, Inc. 401(k) Profit Sharing Plan perform in 2022? ▼

Paulsen, Inc. 401(k) Profit Sharing Plan declined by 14.8% during 2022, moving from $12M to $10M in total assets. Net income was $-1,781,065.

Where can I find official filings for Paulsen, Inc. 401(k) Profit Sharing Plan? ▼

Official Form 5500 filings for Paulsen, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470397153 or plan name at efast.dol.gov.

How does Paulsen, Inc. 401(k) Profit Sharing Plan compare to other plans? ▼

You can compare Paulsen, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.