401(k) · DOL Form 5500 · 2023

Trego/Dugan Aviation, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1,416
Participants Near avg headcount
24th
Percentile by assets National rank
$757
Avg per participant Low balance/head
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Official DOL plan name: Trego-Dugan 401(k) Plan · Sponsored by Trego/Dugan Aviation, Inc. · Nebraska · Transportation & Warehousing

$1M in assets, 1,416 participants

Trego/Dugan Aviation, Inc.'s Trego-Dugan 401(k) Plan reported $1M in total assets and 1,416 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #813 in Transportation & Warehousing (3,362 peers)

Coverage in Nebraska

Trego-Dugan 401(k) Plan covers 1,416 participants in Nebraska, 2.6x the typical Nebraska plan (state average ~552 per filing). Assets: $1M.

#813
in Transportation & Warehousing (3,362 peers)
+53.6%
assets growth YoY

Trego-Dugan 401(k) Plan among the smaller filed plans by assets

Trego-Dugan 401(k) Plan vs every filed plan by assets

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

$1,072,392 24th percentile higher than 24% 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

Trego-Dugan 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trego-Dugan 401(k) Plan lands in the large band (1,416 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trego-Dugan 401(k) Plan reported participants rose from 211 in the plan year 2022 filing to 1,416 in the plan year 2023 filing.
  • Trego-Dugan 401(k) Plan reported net income rose from -$209K in the plan year 2022 filing to $398K in the plan year 2023 filing.
  • Trego-Dugan 401(k) Plan end-of-year assets rose from $698K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470497791 · Trego/Dugan Aviation, Inc. PY 2023 · 401(k)

Trego-Dugan 401(k) Plan · $1M · 1,416 · 24th

  • RANK $1M
  • RANK 1,416
  • RANK 24th
  • RANK 401(k)
  • RANK near Jabez Ventures, Inc. 401(k) Plan
  • RANK ind #813

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 Transportation & Warehousing retirement plans → · Plans in Nebraska →

Trego-Dugan 401(k) Plan in the asset neighbourhood

Trego-Dugan 401(k) Plan$1MJabez Ventures, Inc. 401(k) PlanJabez Ventures, Inc. 401(k) …$1MElite Homecare Incorporated 401(k) Profit Sharing PlanElite Homecare Incorporated …$1MCts Excavations, LLC Safe Harbor 401(k) PlanCts Excavations, LLC Safe Ha…$1MClearbuilt Technologies, Inc. Profit Sharing PlanClearbuilt Technologies, Inc…$1M
End-of-year total assets ($M) among Trego-Dugan 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$698K
Net Assets (End of Year)$1M
Net Income$398K
Employer EIN470497791
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trego/Dugan Aviation, Inc.)

Sponsor-wide plan assets over time

All Trego/Dugan Aviation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 157.31332935087335% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.7M $1.8M ▲ +157.1%
Year Plans Participants Total Assets
2022 1 211 $698K
2023 1 1,416 $1M
2024 1 2,248 $2M

Nearby 401(k) Plans in Nebraska

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

Trego-Dugan 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -202468 Total assets ($B) Participants Trego-Dugan 401(k) Plan, Total assets ($B): 0.001072392 · Participants: 1416Trego-Dugan 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
Trego-Dugan 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Trego-Dugan 401(k) Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Jabez Ventures, Inc. 401(k) Plan in OH ($1M); by covered participants it is Creative Planning Companies Employer Retirement Contribution Plan in KS (1,416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,416 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 Trego-Dugan 401(k) Plan assets move in 2023? ▼
Trego-Dugan 401(k) Plan surged - up 53.6% during 2023, from $698K to $1M. Reported net income was $398K.
How have Trego/Dugan Aviation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trego/Dugan Aviation, Inc.'s sponsor-wide assets grew 157.3%, from $698K to $2M.
Where does Trego-Dugan 401(k) Plan rank by assets among Form 5500 filers? ▼
Trego-Dugan 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Trego-Dugan 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jabez Ventures, Inc. 401(k) Plan in OH ($1M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Trego-Dugan 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Planning Companies Employer Retirement Contribution Plan in KS (1,416 participants, $199M 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 470497791.

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.