401(k) · DOL Form 5500 · 2023

Exchange Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
180
Participants Small participant base
67th
Percentile by assets National rank
$83,816
Avg per participant Below avg balance/head
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Official DOL plan name: Exchange Company 401(k) Plan · Sponsored by Exchange Company · Nebraska · Retail Trade

$15M in assets, 180 participants

Exchange Company's Exchange Company 401(k) Plan reported $15M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,554 in Retail Trade (8,414 peers)

Coverage in Nebraska

Exchange Company 401(k) Plan covers 180 participants in Nebraska, about 33% of the average Nebraska filer (state average ~552 per filing). Assets: $15M.

#6,554
in Retail Trade (8,414 peers)
+18.4%
assets growth YoY

Exchange Company 401(k) Plan's outsized position by total assets

Exchange Company 401(k) Plan vs every filed plan by assets

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

$15,086,823 Top 33% higher than 67% 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

Exchange Company 401(k) 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. Exchange Company 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exchange Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Exchange Company 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Exchange Company 401(k) Plan reported participants fell from 182 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470635346 · Exchange Company PY 2023 · 401(k)

Exchange Company 401(k) Plan · $15M · 180 · 67th

  • BOY $15M
  • SCH 180
  • EBSA 67th
  • PART 401(k)
  • TYPE near Sixgen, Inc. 401(k) Plan
  • NET ind #6554

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 →

Exchange Company 401(k) Plan in the asset neighbourhood

Exchange Company 401(k) Plan$15MSixgen, Inc. 401(k) Plan$15MCyclone Drilling, Inc. 401(k) PlanCyclone Drilling, Inc. 401(k…$15MA3 Technology, Inc. 401(k) PlanA3 Technology, Inc. 401(k) P…$15MEcapital Enterprises Corp. 401(k) PlanEcapital Enterprises Corp. 4…$15M
End-of-year total assets ($M) among Exchange Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN470635346
Plan Effective Date1965-08-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Exchange Company)

Sponsor-wide plan assets over time

All Exchange Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 32.99417949931295% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.7M $17M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 182 $13M
2023 1 180 $15M
2024 1 173 $17M

Nearby 401(k) Plans in Nebraska

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

Exchange Company 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Exchange Company 401(k) Plan, Total assets ($B): 0.015086823 · Participants: 180Exchange Company 401(k) 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
Exchange Company 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Exchange Company 401(k) Plan side-by-side with 3 peers →

Exchange Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Sixgen, Inc. 401(k) Plan in MD ($15M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Exchange Company 401(k) Plan assets move in 2023? ▼
Exchange Company 401(k) Plan grew sharply - up 18.4% during 2023, from $13M to $15M. Reported net income was $2M.
How have Exchange Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exchange Company's sponsor-wide assets grew 33.0%, from $13M to $17M.
Which 401(k) plans are similar in size to Exchange Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sixgen, Inc. 401(k) Plan in MD ($15M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Exchange Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 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 470635346.

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.