401(k) · DOL Form 5500 · 2023

First Insurance Group, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
157
Participants Small participant base
77th
Percentile by assets National rank
$166,276
Avg per participant Above avg balance/head
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Official DOL plan name: The Harry a Koch Co. 401(k) Plan · Sponsored by First Insurance Group, LLC · Nebraska · Finance & Insurance

$26M in assets, 157 participants

First Insurance Group, LLC's The Harry a Koch Co. 401(k) Plan reported $26M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,782 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

The Harry a Koch Co. 401(k) Plan covers 157 participants in Nebraska, about 28% of the average Nebraska filer (state average ~552 per filing). Assets: $26M.

#5,782
in Finance & Insurance (8,869 peers)
+15.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Harry a Koch Co. 401(k) Plan's outsized position by total assets

The Harry a Koch Co. 401(k) Plan vs every filed plan by assets

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

$26,105,311 Top 23% higher than 77% 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 Harry a Koch Co. 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. The Harry a Koch Co. 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Harry a Koch Co. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Harry a Koch Co. 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • The Harry a Koch Co. 401(k) Plan reported participants rose from 142 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 710974968 · First Insurance Group, LLC PY 2023 · 401(k)

The Harry a Koch Co. 401(k) Plan · $26M · 157 · 77th

  • PART $26M
  • TYPE 157
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Travel Incorporated Retirement Plan
  • BOY ind #5782

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 →

The Harry a Koch Co. 401(k) Plan in the asset neighbourhood

The Harry a Koch Co. 401(k) PlanThe Harry a Koch Co. 401(k) …$26MConsolidated Catholic Benefit PlanConsolidated Catholic Benefi…$26MTravel Incorporated Retirement PlanTravel Incorporated Retireme…$26MOmni Environmental Solutions, Inc. 401(k) PlanOmni Environmental Solutions…$26MSouthwestern Industries, Inc. 401(k) PlanSouthwestern Industries, Inc…$26M
End-of-year total assets ($M) among The Harry a Koch Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN710974968
Plan Effective Date1974-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Insurance Group, LLC)

Sponsor-wide plan assets over time

All First Insurance Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 30.64666995265618% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $29.4M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 142 $23M
2023 1 157 $26M
2024 1 147 $29M

Nearby 401(k) Plans in Nebraska

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

The Harry a Koch Co. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants The Harry a Koch Co. 401(k) Plan, Total assets ($B): 0.026105311 · Participants: 157The Harry a Koch Co. 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
The Harry a Koch Co. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare The Harry a Koch Co. 401(k) Plan side-by-side with 3 peers →

The Harry a Koch Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Travel Incorporated Retirement Plan in GA ($26M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Harry a Koch Co. 401(k) Plan assets move in 2023? ▼
The Harry a Koch Co. 401(k) Plan grew sharply - up 15.9% during 2023, from $23M to $26M. Reported net income was $4M.
How have First Insurance Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Insurance Group, LLC's sponsor-wide assets grew 30.6%, from $23M to $29M.
Where does The Harry a Koch Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Harry a Koch Co. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Harry a Koch Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Travel Incorporated Retirement Plan in GA ($26M, 208 participants).
Which 401(k) plans cover a similar participant headcount to The Harry a Koch Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 710974968.

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.