401(k) · DOL Form 5500 · 2022
Jochim Investments 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- $35K
- Total assets Small plan by assets
- 169
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $206
- Avg per participant Low balance/head
Official DOL plan name: Jochim Investments 401(k) Plan · Sponsored by Jochim Investments 401(k) Plan · Nebraska · Other Services
$35K in assets, 169 participants
Jochim Investments 401(k) Plan's Jochim Investments 401(k) Plan reported $35K in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #466 in Other Services (8,398 peers)
Coverage in Nebraska
Jochim Investments 401(k) Plan covers 169 participants in Nebraska, about 31% of the average Nebraska filer (state average ~552 per filing). Assets: $35K.
- #466
- in Other Services (8,398 peers)
- +728.8%
- assets growth YoY
Jochim Investments 401(k) Plan among the smaller filed plans by assets
Jochim Investments 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,817 3rd percentile higher than 3% 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
Jochim Investments 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. Jochim Investments 401(k) Plan sits mid-pack in the medium band (169 participants).
DOL schedule card
Filing strip 843037977 · Jochim Investments 401(k) Plan PY 2022 · 401(k)
Jochim Investments 401(k) Plan · $35K · 169 · 3rd
- IND $35K
- EOY 169
- 5500 3rd
- ASSETS 401(k)
- PCT near Fairfax Christian School Inc 401(k) Profit Sharing Plan & Trust
- EIN ind #466
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 Other Services retirement plans → · Plans in Nebraska →
Jochim Investments 401(k) Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $4K |
|---|---|
| Net Assets (End of Year) | $35K |
| Net Income | $31K |
| Employer EIN | 843037977 |
| Plan Effective Date | 2021-11-15 |
| Filing Status | FILING RECEIVED |
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
Jochim Investments 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Fairfax Christian School Inc 401(k) Profit Sharing Plan & Trust in VA ($35K); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35K here).
Similar participant headcount
Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.
- Nye Automotive Group, Inc. 401(k) Plan (NY) 169 · 0 off
- Growers Express LLC 401(k) Plan & Trust (TX) 169 · 0 off
- Contract Callers, Inc. 401(k) Plan (GA) 169 · 0 off
- J.R. Cole Industries, Inc. 401(k) Plan (NC) 169 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.