401(k) · DOL Form 5500 · 2023
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $311,995
- Avg per participant High balance/head
Official DOL plan name: O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan · Sponsored by O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo · Nebraska · Professional & Technical Services
$6M in assets, 19 participants
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo's O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan reported $6M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,301 in Professional & Technical Services (20,321 peers)
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo multi-year trail
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo's plans moved -99.5% in assets from 2022 to 2024; this filing shows O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan at $6M / 19 participants.
- #9,301
- in Professional & Technical Services (20,321 peers)
- +4.4%
- assets growth YoY
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan's mid-pack asset rank among Professional & Technical Services and all filers
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,927,907 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps 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. O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan reported net income rose from -$1M in the plan year 2022 filing to $252K in the plan year 2023 filing.
- O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
DOL schedule card
Filing strip 473321166 · O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo PY 2023 · 401(k)
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan · $6M · 19 · 48th
- PHOTO $6M
- IND 19
- EOY 48th
- 5500 401(k)
- ASSETS near Estate Motors Ltd. Dba Mercedes Benz Bloomfield Hills Salary Deferral 401(k) Plan
- PCT ind #9301
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 →
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan in the asset neighbourhood
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo multi-year asset trail
Sponsor-wide plan assets over time
All O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo plans reported in each filing year
- Latest sponsor-wide plan assets
- $31K 99.46151090905535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $6M |
| 2023 | 1 | 19 | $6M |
| 2024 | 1 | 19 | $31K |
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $252K |
| Employer EIN | 473321166 |
| Plan Effective Date | 1995-01-01 |
| 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 $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
O'neill, Heinrich, Damkroger, Bergmeyer & Shultz PC, Llo 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Estate Motors Ltd. Dba Mercedes Benz Bloomfield Hills Salary Deferral 401(k) Plan in MI ($6M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Estate Motors Ltd. Dba Mercedes Benz Bloomfield Hills Salary Deferral 401(k) Plan (MI) $6M · 57
- J.W. Floor Covering/Resource Floors Employee Savings and Reti (CA) $6M · 178
- Lodge Lumber Company, Inc. 401(k) Profit Sharing Plan (TX) $6M · 34
- Mccombs Steel Company, Inc. 401(k) Profit Sharing Plan (NC) $6M · 107
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Williams, Robinson Et Al 401(k) Plan & Trust (MO) 19 · 0 off
- Green Dental Care Eqrp 401(k) (CO) 19 · 0 off
- Sola Ventures Retirement Plan (MD) 19 · 0 off
- Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 19 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.