Profit Sharing · DOL Form 5500 · 2023

First Nebraska Trust Company Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
18
Participants Small participant base
51st
Percentile by assets National rank
$391,292
Avg per participant High balance/head
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Official DOL plan name: First Nebraska Trust Company Psp & Trust · Sponsored by First Nebraska Trust Company · Nebraska · Finance & Insurance

$7M in assets, 18 participants

First Nebraska Trust Company's First Nebraska Trust Company Psp & Trust reported $7M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,256 in Finance & Insurance (8,869 peers)

First Nebraska Trust Company multi-year trail

First Nebraska Trust Company's plans moved +46.5% in assets from 2022 to 2024; this filing shows First Nebraska Trust Company Psp & Trust at $7M / 18 participants.

#3,256
in Finance & Insurance (8,869 peers)
+22.2%
assets growth YoY

First Nebraska Trust Company Psp & Trust's mid-pack asset rank among Finance & Insurance and all filers

First Nebraska Trust Company Psp & Trust vs every filed plan by assets

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

$7,043,257 Top 49% higher than 51% 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

First Nebraska Trust Company Psp & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Nebraska Trust Company Psp & Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Nebraska Trust Company Psp & Trust reported net income rose from -$191K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First Nebraska Trust Company Psp & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470791063 · First Nebraska Trust Company PY 2023 · Profit Sharing

First Nebraska Trust Company Psp & Trust · $7M · 18 · 51st

  • EIN $7M
  • EIN 18
  • EIN 51st
  • EIN Profit Sharing
  • EIN near Hon C Chan Do PC Profit Sharing Plan & Trust
  • EIN ind #3256

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 →

First Nebraska Trust Company Psp & Trust in the asset neighbourhood

401(a) Profit-Sharing Plan of Chugachmiut401(a) Profit-Sharing Plan o…$7MGulf Regional Pathologists, PA Profit Sharing PlanGulf Regional Pathologists, …$7MFirst Nebraska Trust Company Psp & TrustFirst Nebraska Trust Company…$7MHon C Chan Do PC Profit Sharing Plan & TrustHon C Chan Do PC Profit Shar…$7MBrian Baru Company Profit Sharing PlanBrian Baru Company Profit Sh…$7M
End-of-year total assets ($M) among First Nebraska Trust Company Psp & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

First Nebraska Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All First Nebraska Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 46.5490521690921% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.76M $8.45M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 18 $6M
2023 1 18 $7M
2024 1 18 $8M

First Nebraska Trust Company filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN470791063
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Nebraska

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

First Nebraska Trust Company Psp & Trust vs. nearby Profit Sharing plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -2000200400600800 050100150 Total assets ($M) Participants First Nebraska Trust Company Psp & Trust, Total assets ($M): 7.043257 · Participants: 18First Nebraska Trust Company Psp & TrustThe Scoular Company Profit Sharing Retirement Plan, Total assets ($M): 124.889033 · Participants: 581The Scoular Company Profit Sharing Retirement PlanChicago and North Western Railway Company Profit Sharing and Retirement Savings Program, Total assets ($M): 52.183006 · Participants: 8Chicago and North Western Railway Company Profit Sharing and Retirement Savings ProgramDoane University Defined Contribution Retirement Plan, Total assets ($M): 39.415067 · Participants: 387Doane University Defined Contribution Retirement PlanMidwest Laboratories, Inc. Profit Sharing Plan and Trust, Total assets ($M): 37.870791 · Participants: 301Midwest Laboratories, Inc. Profit Sharing Plan and TrustNebco, Inc. Salaried Profit Sharing Plan, Total assets ($M): 16.999551 · Participants: 137Nebco, Inc. Salaried Profit Sharing Plan
First Nebraska Trust Company Psp & Trust vs. nearby Profit Sharing plans in Nebraska, assets vs. participants

First Nebraska Trust Company Psp & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Nebraska, the nearest Profit Sharing by assets is Hon C Chan Do PC Profit Sharing Plan & Trust in MI ($7M); by covered participants it is Dme Interests, Inc. Retirement Plan in TX (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 First Nebraska Trust Company Psp & Trust assets move in 2023?
First Nebraska Trust Company Psp & Trust grew sharply - up 22.2% during 2023, from $6M to $7M. Reported net income was $1M.
How have First Nebraska Trust Company plan assets changed over time?
Across 3 plan years on file (2022-2024), First Nebraska Trust Company's sponsor-wide assets grew 46.5%, from $6M to $8M.
Which Profit Sharing plans are similar in size to First Nebraska Trust Company Psp & Trust?
Among Profit Sharing plans in other states, the closest by assets is Hon C Chan Do PC Profit Sharing Plan & Trust in MI ($7M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to First Nebraska Trust Company Psp & Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Dme Interests, Inc. Retirement Plan in TX (18 participants, $487K in assets).