401(k) · DOL Form 5500 · 2023

Hocking & Schulenberg, LLC 401(k) Plan

Data updated 2026-08-25

$854K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$170,772
Avg per participant Above avg balance/head
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Official DOL plan name: Hocking & Schulenberg, LLC Profit Sharing Plan · Sponsored by Hocking & Schulenberg, LLC · Nebraska · Professional & Technical Services

$854K in assets, 5 participants

Hocking & Schulenberg, LLC's Hocking & Schulenberg, LLC Profit Sharing Plan reported $854K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,532 in Professional & Technical Services (20,321 peers)

Hocking & Schulenberg, LLC multi-year trail

Hocking & Schulenberg, LLC's plans moved +45.1% in assets from 2022 to 2024; this filing shows Hocking & Schulenberg, LLC Profit Sharing Plan at $854K / 5 participants.

#3,532
in Professional & Technical Services (20,321 peers)
+23.1%
assets growth YoY

Hocking & Schulenberg, LLC Profit Sharing Plan among the smaller filed plans by assets

Hocking & Schulenberg, LLC Profit Sharing Plan vs every filed plan by assets

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

$853,862 22nd percentile higher than 22% 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

Hocking & Schulenberg, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hocking & Schulenberg, LLC Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hocking & Schulenberg, LLC Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $160K in the plan year 2023 filing.
  • Hocking & Schulenberg, LLC Profit Sharing Plan end-of-year assets rose from $694K in the plan year 2022 filing to $854K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470806082 · Hocking & Schulenberg, LLC PY 2023 · 401(k)

Hocking & Schulenberg, LLC Profit Sharing Plan · $854K · 5 · 22nd

  • EIN $854K
  • RANK 5
  • PHOTO 22nd
  • IND 401(k)
  • EOY near Southern Monument Corporation 401(k) Plan
  • 5500 ind #3532

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 →

Hocking & Schulenberg, LLC Profit Sharing Plan in the asset neighbourhood

Hocking & Schulenberg, LLC Profit Sharing PlanHocking & Schulenberg, LLC P…$854KSouthern Monument Corporation 401(k) PlanSouthern Monument Corporatio…$854KIberia Airlines of Spain in Puerto Rico Retirement Savings PlanIberia Airlines of Spain in …$854KPaul E Roman PA 401(k) Profit Sharing Plan & TrustPaul E Roman PA 401(k) Profi…$854KWheeling Investments, Inc. 401(k) PlanWheeling Investments, Inc. 4…$854K
End-of-year total assets ($M) among Hocking & Schulenberg, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hocking & Schulenberg, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hocking & Schulenberg, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 45.11529497902221% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.69M $1.01M ▲ +46.4%
Year Plans Participants Total Assets
2022 1 5 $694K
2023 1 5 $854K
2024 1 5 $1M

Hocking & Schulenberg, LLC filing trail (2023)

Total Assets (Beginning of Year)$694K
Net Assets (End of Year)$854K
Net Income$160K
Employer EIN470806082
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Hocking & Schulenberg, LLC Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Hocking & Schulenberg, LLC Profit Sharing Plan, Total assets ($B): 0.000853862 · Participants: 5Hocking & Schulenberg, LLC 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
Hocking & Schulenberg, LLC Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Hocking & Schulenberg, LLC Profit Sharing Plan side-by-side with 3 peers →

Hocking & Schulenberg, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Southern Monument Corporation 401(k) Plan in TN ($854K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Hocking & Schulenberg, LLC Profit Sharing Plan assets move in 2023? ▼
Hocking & Schulenberg, LLC Profit Sharing Plan grew sharply - up 23.1% during 2023, from $694K to $854K. Reported net income was $160K.
How have Hocking & Schulenberg, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hocking & Schulenberg, LLC's sponsor-wide assets grew 45.1%, from $694K to $1M.
Where does Hocking & Schulenberg, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hocking & Schulenberg, LLC Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hocking & Schulenberg, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Monument Corporation 401(k) Plan in TN ($854K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Hocking & Schulenberg, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 470806082.

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.