401(k) · DOL Form 5500 · 2023

Borsheim Jewelry Company, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
189
Participants Below avg headcount
71st
Percentile by assets National rank
$96,137
Avg per participant Below avg balance/head
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Official DOL plan name: Borsheim Jewelry Company 401(k) Savings Plan · Sponsored by Borsheim Jewelry Company, Inc. · Nebraska · Retail Trade

$18M in assets, 189 participants

Borsheim Jewelry Company, Inc.'s Borsheim Jewelry Company 401(k) Savings Plan reported $18M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,840 in Retail Trade (8,414 peers)

Coverage in Nebraska

Borsheim Jewelry Company 401(k) Savings Plan covers 189 participants in Nebraska, about 34% of the average Nebraska filer (state average ~552 per filing). Assets: $18M.

#6,840
in Retail Trade (8,414 peers)
+7.1%
assets growth YoY

Borsheim Jewelry Company 401(k) Savings Plan's outsized position by total assets

Borsheim Jewelry Company 401(k) Savings Plan vs every filed plan by assets

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

$18,169,871 Top 29% higher than 71% 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

Borsheim Jewelry Company 401(k) Savings 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. Borsheim Jewelry Company 401(k) Savings Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Borsheim Jewelry Company 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Borsheim Jewelry Company 401(k) Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470546003 · Borsheim Jewelry Company, Inc. PY 2023 · 401(k)

Borsheim Jewelry Company 401(k) Savings Plan · $18M · 189 · 71st

  • PART $18M
  • TYPE 189
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Mannatech, Inc. 401(k) Plan
  • BOY ind #6840

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 →

Borsheim Jewelry Company 401(k) Savings Plan in the asset neighbourhood

Borsheim Jewelry Company 401(k) Savings PlanBorsheim Jewelry Company 401…$18MMannatech, Inc. 401(k) Plan$18MH. Carr & Sons, LLC$18MIntercommunity, Inc. 401(k) Profit Sharing PlanIntercommunity, Inc. 401(k) …$18MConcrete General, Inc. 401(k) Profit Sharing PlanConcrete General, Inc. 401(k…$18M
End-of-year total assets ($M) among Borsheim Jewelry Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN470546003
Plan Effective Date1978-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Borsheim Jewelry Company, Inc.)

Sponsor-wide plan assets over time

All Borsheim Jewelry Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 22.99113268075618% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $20.9M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 188 $17M
2023 1 189 $18M
2024 1 198 $21M

Nearby 401(k) Plans in Nebraska

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

Borsheim Jewelry Company 401(k) Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Borsheim Jewelry Company 401(k) Savings Plan, Total assets ($B): 0.018169871 · Participants: 189Borsheim Jewelry Company 401(k) Savings 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
Borsheim Jewelry Company 401(k) Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Borsheim Jewelry Company 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Mannatech, Inc. 401(k) Plan in TX ($18M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Borsheim Jewelry Company 401(k) Savings Plan assets move in 2023? ▼
Borsheim Jewelry Company 401(k) Savings Plan grew at a solid clip - up 7.1% during 2023, from $17M to $18M. Reported net income was $1M.
How have Borsheim Jewelry Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Borsheim Jewelry Company, Inc.'s sponsor-wide assets grew 23.0%, from $17M to $21M.
Which 401(k) plans are similar in size to Borsheim Jewelry Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mannatech, Inc. 401(k) Plan in TX ($18M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Borsheim Jewelry Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 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 470546003.

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.