401(k) · DOL Form 5500 · 2022
Leo a. Daly Company 401(k) Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 736
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $181,524
- Avg per participant Above avg balance/head
Official DOL plan name: Leo a. Daly Retirement Savings and Investment Trust · Sponsored by Leo a. Daly Company · Nebraska · Professional & Technical Services
$134M in assets, 736 participants
Leo a. Daly Company's Leo a. Daly Retirement Savings and Investment Trust reported $134M in total assets and 736 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #20,536 in Professional & Technical Services (21,562 peers)
Where Leo a. Daly Retirement Savings and Investment Trust sits by assets
Leo a. Daly Retirement Savings and Investment Trust sits in the top 10% of all filed plans by assets, $134M for 736 participants (~$181,524/participant), down 12.1% in 2022.
- #20,536
- in Professional & Technical Services (21,562 peers)
- -12.1%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Leo a. Daly Retirement Savings and Investment Trust's outsized position by total assets
Leo a. Daly Retirement Savings and Investment Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$133,601,822 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Leo a. Daly Retirement Savings and Investment 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. Leo a. Daly Retirement Savings and Investment Trust sits mid-pack in the medium band (736 participants).
Published 5500 schedule card
Filing strip 470363104 · Leo a. Daly Company PY 2022 · 401(k)
Leo a. Daly Retirement Savings and Investment Trust · $134M · 736 · 94th
- 5500 $134M
- ASSETS 736
- PCT 94th
- EIN 401(k)
- RANK near Urus Group LP 401(k) Retirement Plan
- PHOTO ind #20536
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 →
Leo a. Daly Retirement Savings and Investment Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | -$18M |
| Employer EIN | 470363104 |
| Plan Effective Date | 1953-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leo a. Daly Company)
Sponsor-wide plan assets over time
All Leo a. Daly Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $173M 29.212180205147202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 736 | $134M |
| 2023 | 1 | 741 | $160M |
| 2024 | 1 | 761 | $173M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $5.0B · 9,716
- Union Pacific Corporation Thrift Plan $2.0B · 5,284
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.0B · 28,974
- Peter Kiewit Sons, Inc. Retirement Savings Plan $1.8B · 15,777
- First National of Nebraska, Inc. First Savings Plan $764M · 4,605
Leo a. Daly Retirement Savings and Investment Trust's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Urus Group LP 401(k) Retirement Plan in WI ($134M); by covered participants it is Disa Global Solutions 401(k) Plan in TX (736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- Urus Group LP 401(k) Retirement Plan (WI) $134M · 1,056
- Herr Foods Inc. Retirement Plan (PA) $134M · 1,619
- Expro U.S. Employee 401(k) Plan (TX) $134M · 1,168
- Ideal Industries, Inc. 401(k) Plan (IL) $134M · 1,210
Similar participant headcount
Nearest other-state filings by covered participants (736 participants); asset peers above are excluded.
- Disa Global Solutions 401(k) Plan (TX) 736 · 0 off
- Ring Retirement Plan (TN) 736 · 0 off
- Usui 401(k) Plan (OH) 736 · 0 off
- Allan Bros, Inc. 401(k) Plan and Trust (WA) 736 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.