401(k)
2023 plan-year 401(k) DOL Form 5500

KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KUTAK ROCK LLP

This 401(k) plan holds $463M in total assets and serves 1,010 participants as of 2023. It is sponsored by KUTAK ROCK LLP in Nebraska. The plan reported positive net income of $73M for the year.

Total Assets (2023)
$463M
Participants
1,010
State
Industry
Professional & Technical Services

What the Filing Says About KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN

KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by KUTAK ROCK LLP, headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $463M in total end-of-year assets and covers 1,010 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 470597598, and the plan has been effective since 1980-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $390M at the beginning of 2023 to $463M at year-end — a gain of 18.7%. Net assets (after liabilities) closed the year at $463M, with reported net income of $73M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$390M
Total Assets (End of Year)$463M
Net Assets (End of Year)$463M
Net Income$73M
Plan Type401(k)
Employer EIN470597598
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KUTAK ROCK LLP)

Year Plans Participants Total Assets
2022 1 980 $390M
2023 1 1,010 $463M
2024 1 1,009 $536M

Nearby 401(k) Plans in Nebraska

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

Frequently Asked Questions

How much money is in the KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN?
As of the 2023 Form 5500 filing, KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN holds $463M in total assets with 1,010 participants. It is sponsored by KUTAK ROCK LLP.
What type of plan is KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN?
KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1980-01-01. The plan is filed with the U.S. Department of Labor under EIN 470597598.
Who sponsors the KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN?
KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN is sponsored by KUTAK ROCK LLP, located in Nebraska. The sponsor's EIN is 470597598 and the plan operates in the Professional & Technical Services industry.
How did KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN perform in 2023?
KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN grew by 18.7% during 2023, moving from $390M to $463M in total assets. Net income was $73M.
Where can I find official filings for KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN?
Official Form 5500 filings for KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470597598 or plan name at efast.dol.gov.
How does KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN compare to other plans?
You can compare KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 470597598.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.