401(k) · DOL Form 5500 · 2023

Sapp Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
985
Participants Near avg headcount
77th
Percentile by assets National rank
$26,057
Avg per participant Low balance/head
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Official DOL plan name: Sapp Bros., Inc. Retirement Plan · Sponsored by Sapp Bros., Inc. · Nebraska · Retail Trade

$26M in assets, 985 participants

Sapp Bros., Inc.'s Sapp Bros., Inc. Retirement Plan reported $26M in total assets and 985 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,221 in Retail Trade (8,414 peers)

Where Sapp Bros., Inc. Retirement Plan sits by assets

Sapp Bros., Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 985 participants (~$26,057/participant), up 26.8% in 2023.

#7,221
in Retail Trade (8,414 peers)
+26.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sapp Bros., Inc. Retirement Plan's outsized position by total assets

Sapp Bros., Inc. Retirement Plan vs every filed plan by assets

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

$25,666,212 Top 23% higher than 77% 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

Sapp Bros., Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sapp Bros., Inc. Retirement Plan sits mid-pack in the medium band (985 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sapp Bros., Inc. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sapp Bros., Inc. Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470720019 · Sapp Bros., Inc. PY 2023 · 401(k)

Sapp Bros., Inc. Retirement Plan · $26M · 985 · 77th

  • EBSA $26M
  • PART 985
  • TYPE 77th
  • NET 401(k)
  • BOOK near Carespring Health Care Management Savings & Retirement Plan
  • VS-ST ind #7221

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 Retail Trade retirement plans → · Plans in Nebraska →

Sapp Bros., Inc. Retirement Plan in the asset neighbourhood

Sapp Bros., Inc. Retirement PlanSapp Bros., Inc. Retirement …$26MCarespring Health Care Management Savings & Retirement PlanCarespring Health Care Manag…$26MAccident Fund Holdings, Inc. Represented Employees' Savings PlanAccident Fund Holdings, Inc.…$26MBrunk Industries, Inc. Profit Sharing and 401(k) Savings PlanBrunk Industries, Inc. Profi…$26MMultnomah Athletic Club 401(k) Retirement Savings PlanMultnomah Athletic Club 401(…$26M
End-of-year total assets ($M) among Sapp Bros., Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN470720019
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sapp Bros., Inc.)

Sponsor-wide plan assets over time

All Sapp Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 50.6713009651507% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $30.5M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 982 $20M
2023 1 985 $26M
2024 1 1,000 $31M

Nearby 401(k) Plans in Nebraska

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

Sapp Bros., Inc. Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Sapp Bros., Inc. Retirement Plan, Total assets ($B): 0.025666212 · Participants: 985Sapp Bros., Inc. Retirement 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
Sapp Bros., Inc. Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Sapp Bros., Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Carespring Health Care Management Savings & Retirement Plan in OH ($26M); by covered participants it is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (985 participants). Same-state nearby plans are listed separately above.

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 Sapp Bros., Inc. Retirement Plan assets move in 2023?
Sapp Bros., Inc. Retirement Plan grew sharply - up 26.8% during 2023, from $20M to $26M. Reported net income was $5M.
How have Sapp Bros., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sapp Bros., Inc.'s sponsor-wide assets grew 50.7%, from $20M to $31M.
Where does Sapp Bros., Inc. Retirement Plan rank by assets among Form 5500 filers?
Sapp Bros., Inc. Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sapp Bros., Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Carespring Health Care Management Savings & Retirement Plan in OH ($26M, 1,701 participants).
Which 401(k) plans cover a similar participant headcount to Sapp Bros., Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (985 participants, $159M in assets).