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
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
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.
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 470720019 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Carespring Health Care Management Savings & Retirement Plan (OH) $26M · 1,701
- Accident Fund Holdings, Inc. Represented Employees' Savings Plan (MI) $26M · 406
- Brunk Industries, Inc. Profit Sharing and 401(k) Savings Plan (WI) $26M · 311
- Multnomah Athletic Club 401(k) Retirement Savings Plan (OR) $26M · 526
Similar participant headcount
Nearest other-state filings by covered participants (985 participants); asset peers above are excluded.
- New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees (MN) 985 · 0 off
- Diversified Management Group, Inc. 401(k) Plan (WI) 985 · 0 off
- Progressive Services, Inc. 401(k) Salary Reduction Plan (AZ) 985 · 0 off
- The Job Center Retirement Savings Plan (OH) 985 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.