401(k) · DOL Form 5500 · 2023

Union Bank & Trust Company 401(k) Plan

Data updated 2026-08-25

$234M
Total assets Near avg plan size
1,094
Participants Near avg headcount
95th
Percentile by assets National rank
$214,082
Avg per participant Above avg balance/head
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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.

  • #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.

#8,199
in Finance & Insurance (8,869 peers)
+17.1%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Union Bank & Trust Company Profit Sharing Plan's outsized position by total assets

Union Bank & Trust Company Profit Sharing Plan vs every filed plan by assets

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

$234,206,196 Top 5% higher than 95% 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

Union Bank & Trust Company Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Bank & Trust Company Profit Sharing Plan lands in the large band (1,094 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470321480 · Union Bank & Trust Company PY 2023 · 401(k)

Union Bank & Trust Company Profit Sharing Plan · $234M · 1,094 · 95th

  • BOOK $234M
  • VS-ST 1,094
  • BOY 95th
  • SCH 401(k)
  • EBSA near Mohawk Industries Retirement Plan 1
  • PART ind #8199

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 →

Union Bank & Trust Company Profit Sharing Plan in the asset neighbourhood

Modern Woodmen of America Employees' Savings PlanModern Woodmen of America Em…$234MSchwarz Partners LP 401(k) Profit Sharing PlanSchwarz Partners LP 401(k) P…$234MMohawk Industries Retirement Plan 1Mohawk Industries Retirement…$234MUnion Bank & Trust Company Profit Sharing PlanUnion Bank & Trust Company P…$234MGastro Health 401(k) Retirement PlanGastro Health 401(k) Retirem…$234M
End-of-year total assets ($M) among Union Bank & Trust Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$200M
Net Assets (End of Year)$234M
Net Income$34M
Employer EIN470321480
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Bank & Trust Company)

Sponsor-wide plan assets over time

All Union Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$269M 34.21567212715906% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $200M $269M ▲ +34.2%
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 Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Union Bank & Trust Company Profit Sharing Plan, Total assets ($B): 0.234206196 · Participants: 1094Union Bank & Trust Company Profit Sharing 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
Union Bank & Trust Company Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Union Bank & Trust Company Profit Sharing Plan side-by-side with 3 peers →

Union Bank & Trust Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Mohawk Industries Retirement Plan 1 in GA ($234M); by covered participants it is The Taylor Group, Inc. 401(k) Plan in MS (1,094 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($234M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,094 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 Union Bank & Trust Company Profit Sharing Plan assets move in 2023? ▼
Union Bank & Trust Company Profit Sharing Plan grew sharply - up 17.1% during 2023, from $200M to $234M. Reported net income was $34M.
How have Union Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Bank & Trust Company's sponsor-wide assets grew 34.2%, from $200M to $269M.
Where does Union Bank & Trust Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Union Bank & Trust Company Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Union Bank & Trust Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mohawk Industries Retirement Plan 1 in GA ($234M, 10,965 participants).
Which 401(k) plans cover a similar participant headcount to Union Bank & Trust Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Taylor Group, Inc. 401(k) Plan in MS (1,094 participants, $102M 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 470321480.

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.