401(k) · DOL Form 5500 · 2023

Platte Valley Financial Service Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
365
Participants Below avg headcount
84th
Percentile by assets National rank
$115,021
Avg per participant Below avg balance/head
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Official DOL plan name: Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan · Sponsored by Platte Valley Financial Service Companies, Inc. · Nebraska · Finance & Insurance

$42M in assets, 365 participants

Platte Valley Financial Service Companies, Inc.'s Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan reported $42M in total assets and 365 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,646 in Finance & Insurance (8,869 peers)

Where Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan sits by assets

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $42M for 365 participants (~$115,021/participant), up 8.2% in 2023.

#6,646
in Finance & Insurance (8,869 peers)
+8.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan's outsized position by total assets

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$41,982,793 Top 16% higher than 84% 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

Platte Valley Financial Service Companies Inc. Employee Stock Ownership 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. Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan reported participants rose from 345 in the plan year 2022 filing to 365 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470800148 · Platte Valley Financial Service Companies, Inc. PY 2023 · 401(k)

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan · $42M · 365 · 84th

  • 5500 $42M
  • ASSETS 365
  • PCT 84th
  • EIN 401(k)
  • RANK near Gritman Medical Center Employee Retirement Plan
  • PHOTO ind #6646

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 →

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan in the asset neighbourhood

Platte Valley Financial Service Companies Inc. Employee Stock Ownership PlanPlatte Valley Financial Serv…$42MGritman Medical Center Employee Retirement PlanGritman Medical Center Emplo…$42MPearl Meyer 401(k) Plan$42MStillwater Insurance Group 401(k) PlanStillwater Insurance Group 4…$42MNeurology Group of Bergen County, P.a. 401(k) Retirement PlanNeurology Group of Bergen Co…$42M
End-of-year total assets ($M) among Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN470800148
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Platte Valley Financial Service Companies, Inc.)

Sponsor-wide plan assets over time

All Platte Valley Financial Service Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 15.202720710786362% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $38.8M $44.7M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 345 $39M
2023 1 365 $42M
2024 1 383 $45M

Nearby 401(k) Plans in Nebraska

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

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan, Total assets ($B): 0.041982793 · Participants: 365Platte Valley Financial Service Companies Inc. Employee Stock Ownership 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
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Gritman Medical Center Employee Retirement Plan in ID ($42M); by covered participants it is Allfirst, LLC 401(k) Plan in OK (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.2% during 2023, from $39M to $42M. Reported net income was $3M.
How have Platte Valley Financial Service Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Platte Valley Financial Service Companies, Inc.'s sponsor-wide assets grew 15.2%, from $39M to $45M.
Where does Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan ranks in the 84th 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 Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gritman Medical Center Employee Retirement Plan in ID ($42M, 694 participants).
Which 401(k) plans cover a similar participant headcount to Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allfirst, LLC 401(k) Plan in OK (365 participants, N/A 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 470800148.

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.