401(k) · DOL Form 5500 · 2023

The Lund Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
387
Participants Below avg headcount
62nd
Percentile by assets National rank
$30,548
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lund Company 401(k) Savings Plan · Sponsored by The Lund Company · Nebraska · Real Estate

$12M in assets, 387 participants

The Lund Company's The Lund Company 401(k) Savings Plan reported $12M in total assets and 387 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,738 in Real Estate (4,727 peers)

The Lund Company multi-year trail

The Lund Company's plans moved +56.2% in assets from 2022 to 2024; this filing shows The Lund Company 401(k) Savings Plan at $12M / 387 participants.

#3,738
in Real Estate (4,727 peers)
+33.5%
assets growth YoY

The Lund Company 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers

The Lund Company 401(k) Savings Plan vs every filed plan by assets

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

$11,822,267 Top 38% higher than 62% 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

The Lund 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. The Lund Company 401(k) Savings Plan sits mid-pack in the medium band (387 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lund Company 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Lund Company 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Lund Company 401(k) Savings Plan reported participants rose from 359 in the plan year 2022 filing to 387 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470767990 · The Lund Company PY 2023 · 401(k)

The Lund Company 401(k) Savings Plan · $12M · 387 · 62nd

  • EBSA $12M
  • PART 387
  • TYPE 62nd
  • NET 401(k)
  • BOOK near Kern Radiology Medical Group, Inc. 401(k) Retirement Plan
  • VS-ST ind #3738

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 Real Estate retirement plans → · Plans in Nebraska →

The Lund Company 401(k) Savings Plan in the asset neighbourhood

The Lund Company 401(k) Savings PlanThe Lund Company 401(k) Savi…$12MKern Radiology Medical Group, Inc. 401(k) Retirement PlanKern Radiology Medical Group…$12MYapp USA Automotive Systems, Inc. Retirement Savings PlanYapp USA Automotive Systems,…$12MLove Communications Employee Stock Ownership 401(k) PlanLove Communications Employee…$12MTherm-Tech of Waukesha, Inc. 401(k) Savings PlanTherm-Tech of Waukesha, Inc.…$12M
End-of-year total assets ($M) among The Lund Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Lund Company multi-year asset trail

Sponsor-wide plan assets over time

All The Lund Company plans reported in each filing year

Latest sponsor-wide plan assets
$14M 56.20771088533203% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.86M $13.8M ▲ +56.1%
Year Plans Participants Total Assets
2022 1 359 $9M
2023 1 387 $12M
2024 1 479 $14M

The Lund Company filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN470767990
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

The Lund 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 ($B) Participants The Lund Company 401(k) Savings Plan, Total assets ($B): 0.011822267 · Participants: 387The Lund 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
The Lund Company 401(k) Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare The Lund Company 401(k) Savings Plan side-by-side with 3 peers →

The Lund 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 Kern Radiology Medical Group, Inc. 401(k) Retirement Plan in CA ($12M); by covered participants it is Lb&b Associates Inc. 401(k) Plan in MD (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 The Lund Company 401(k) Savings Plan assets move in 2023? ▼
The Lund Company 401(k) Savings Plan surged - up 33.5% during 2023, from $9M to $12M. Reported net income was $3M.
How have The Lund Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lund Company's sponsor-wide assets grew 56.2%, from $9M to $14M.
Which 401(k) plans are similar in size to The Lund Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kern Radiology Medical Group, Inc. 401(k) Retirement Plan in CA ($12M, 61 participants).
Which 401(k) plans cover a similar participant headcount to The Lund Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lb&b Associates Inc. 401(k) Plan in MD (387 participants, $22M 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 470767990.

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.