401(k) · DOL Form 5500 · 2022

Paulsen, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
232
Participants Below avg headcount
65th
Percentile by assets National rank
$44,059
Avg per participant Low balance/head
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Official DOL plan name: Paulsen, Inc. 401(k) Profit Sharing Plan · Sponsored by Paulsen, Inc. · Nebraska · Construction

$10M in assets, 232 participants

Paulsen, Inc.'s Paulsen, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,455 in Construction (9,927 peers)

Coverage in Nebraska

Paulsen, Inc. 401(k) Profit Sharing Plan covers 232 participants in Nebraska, about 42% of the average Nebraska filer (state average ~552 per filing). Assets: $10M.

#6,455
in Construction (9,927 peers)
-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.

Paulsen, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Paulsen, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,221,621 Top 35% higher than 65% 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

Paulsen, Inc. 401(k) Profit Sharing 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. Paulsen, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (232 participants).

DOL schedule card

Filing strip 470397153 · Paulsen, Inc. PY 2022 · 401(k)

Paulsen, Inc. 401(k) Profit Sharing Plan · $10M · 232 · 65th

  • SCH $10M
  • SCH 232
  • SCH 65th
  • SCH 401(k)
  • SCH near B & H Construction 401(k) Plan
  • SCH ind #6455

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 Construction retirement plans → · Plans in Nebraska →

Paulsen, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Paulsen, Inc. 401(k) Profit Sharing PlanPaulsen, Inc. 401(k) Profit …$10MB & H Construction 401(k) PlanB & H Construction 401(k) Pl…$10MJones Lumber Company, Inc. Profit Sharing 401(k) PlanJones Lumber Company, Inc. P…$10MHaci Mechanical Contractors, Inc. 401(k) PlanHaci Mechanical Contractors,…$10MBoise Pathology Group, P.a. Profit Sharing PlanBoise Pathology Group, P.a. …$10M
End-of-year total assets ($M) among Paulsen, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN470397153
Plan Effective Date1968-01-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Paulsen, Inc.)

Sponsor-wide plan assets over time

All Paulsen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.339732024891163% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $13.1M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 232 $10M
2023 1 216 $13M
2024 1 223 $13M

Nearby 401(k) Plans in Nebraska

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

Paulsen, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Paulsen, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010221621 · Participants: 232Paulsen, Inc. 401(k) Profit Sharing 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
Paulsen, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

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

Outside Nebraska, the nearest 401(k) by assets is B & H Construction 401(k) Plan in OK ($10M); by covered participants it is Argo Data Resource Corporation 401(k) Plan in TX (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Paulsen, Inc. 401(k) Profit Sharing Plan assets move in 2022?
Paulsen, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.8% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Paulsen, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Paulsen, Inc.'s sponsor-wide assets grew 28.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Paulsen, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is B & H Construction 401(k) Plan in OK ($10M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Paulsen, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Argo Data Resource Corporation 401(k) Plan in TX (232 participants, $42M in assets).