401(k) · DOL Form 5500 · 2023

Elkhorn Valley Bank & Trust 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
100
Participants Small participant base
73rd
Percentile by assets National rank
$209,626
Avg per participant Above avg balance/head
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Official DOL plan name: Feo Investments, Inc. Employee Stock Ownership Plan · Sponsored by Elkhorn Valley Bank & Trust · Nebraska · Finance & Insurance

$21M in assets, 100 participants

Elkhorn Valley Bank & Trust's Feo Investments, Inc. Employee Stock Ownership Plan reported $21M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,350 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

Feo Investments, Inc. Employee Stock Ownership Plan covers 100 participants in Nebraska, about 18% of the average Nebraska filer (state average ~552 per filing). Assets: $21M.

#5,350
in Finance & Insurance (8,869 peers)
-9.6%
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.

Feo Investments, Inc. Employee Stock Ownership Plan's outsized position by total assets

Feo Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,962,564 Top 27% higher than 73% of 127,068 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 2023

Feo Investments, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Feo Investments, Inc. Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Feo Investments, Inc. Employee Stock Ownership Plan reported participants rose from 86 in the plan year 2022 filing to 100 in the plan year 2023 filing.
  • Feo Investments, Inc. Employee Stock Ownership Plan end-of-year assets fell from $23M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470343009 · Elkhorn Valley Bank & Trust PY 2023 · 401(k)

Feo Investments, Inc. Employee Stock Ownership Plan · $21M · 100 · 73rd

  • EBSA $21M
  • PART 100
  • TYPE 73rd
  • NET 401(k)
  • BOOK near William B. Meyer Incorporated Retirement and 401(k) Plan
  • VS-ST ind #5350

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 Finance & Insurance retirement plans → · Plans in Nebraska →

Feo Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Feo Investments, Inc. Employee Stock Ownership PlanFeo Investments, Inc. Employ…$21MWilliam B. Meyer Incorporated Retirement and 401(k) PlanWilliam B. Meyer Incorporate…$21MManchester Urology Associates, P. a. Profit Sharing Plan and TrustManchester Urology Associate…$21MOpen Technology Solutions, LLC 401(k) PlanOpen Technology Solutions, L…$21MBeams, LLC 401(k) Plan$21M
End-of-year total assets ($M) among Feo Investments, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$21M
Net Income-$2M
Employer EIN470343009
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elkhorn Valley Bank & Trust)

Sponsor-wide plan assets over time

All Elkhorn Valley Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.532390302268642% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $23.2M $20.3M ▼ -12.6%
Year Plans Participants Total Assets
2022 1 86 $23M
2023 1 100 $21M
2024 1 97 $20M

Nearby 401(k) Plans in Nebraska

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

Feo Investments, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Feo Investments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020962564 · Participants: 100Feo Investments, Inc. Employee Stock Ownership PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Feo Investments, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Feo Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Feo Investments, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is William B. Meyer Incorporated Retirement and 401(k) Plan in CT ($21M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Feo Investments, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Feo Investments, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.6% during 2023, from $23M to $21M. Reported net income was -$2M.
How have Elkhorn Valley Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elkhorn Valley Bank & Trust's sponsor-wide assets declined 12.5%, from $23M to $20M.
Which 401(k) plans are similar in size to Feo Investments, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is William B. Meyer Incorporated Retirement and 401(k) Plan in CT ($21M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Feo Investments, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470343009.

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.