401(k) · DOL Form 5500 · 2023
Union Bank & Trust Company 401(k) Plan
Data updated 2026-08-11
- $234M
- Total assets
- 1,094
- Participants
- 95th
- Percentile by assets
- $214,082
- Avg per participant
Official DOL plan name: Union Bank & Trust Company Profit Sharing Plan · Sponsored by Union Bank & Trust Company · Nebraska · Finance & Insurance
$234M in assets, 1,094 participants
Union Bank & Trust Company's Union Bank & Trust Company Profit Sharing Plan reported $234M in total assets and 1,094 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #8,199 in Finance & Insurance (8,869 peers)
Where Union Bank & Trust Company Profit Sharing Plan sits by assets
Union Bank & Trust Company Profit Sharing Plan sits in the top 5% of all filed plans by assets, $234M for 1,094 participants (~$214,082/participant), up 17.1% in 2023.
- $234M
- total plan assets (2023 EOY)
- 1,094
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $214,082
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Union Bank & Trust Company Profit Sharing Plan reported net income rose from -$29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Union Bank & Trust Company Profit Sharing Plan end-of-year assets rose from $200M in the plan year 2022 filing to $234M in the plan year 2023 filing.
- Union Bank & Trust Company Profit Sharing Plan reported participants rose from 998 in the plan year 2022 filing to 1,094 in the plan year 2023 filing.
Union Bank & Trust Company Profit Sharing Plan vs the 2023 asset distribution
By assets, Union Bank & Trust Company Profit Sharing Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $200M |
|---|---|
| Net Assets (End of Year) | $234M |
| Net Income | $34M |
| Employer EIN | 470321480 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Bank & Trust Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 998 | $200M |
| 2023 | 1 | 1,094 | $234M |
| 2024 | 1 | 1,164 | $269M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Union Bank & Trust Company Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
- Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
- Union Pacific Corporation Thrift Plan $2.3B · 5,470
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
- First National of Nebraska, Inc. First Savings Plan $926M · 5,038
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Union Bank & Trust Company Profit Sharing Plan by total assets, not by location.
- Mohawk Industries Retirement Plan 1 (GA) $234M · 10,965
- Gastro Health 401(k) Retirement Plan (FL) $234M · 2,262
- Schwarz Partners LP 401(k) Profit Sharing Plan (IN) $234M · 4,279
- Modern Woodmen of America Employees' Savings Plan (IL) $234M · 1,047
Frequently Asked Questions
How did Union Bank & Trust Company Profit Sharing Plan assets move in 2023? ▼
How have Union Bank & Trust Company plan assets changed over time? ▼
Where does Union Bank & Trust Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Union Bank & Trust Company Profit Sharin…
Scale reading
Ways to act on Union Bank & Trust Company Profit Sharing Plan's numbers.
- By total assets, Union Bank & Trust Company Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans
- Union Bank & Trust Company's sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Finance & Insurance plans