401(k) · DOL Form 5500 · 2023

American National Bank 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
569
Participants Below avg headcount
89th
Percentile by assets National rank
$134,393
Avg per participant Near avg balance/head
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Official DOL plan name: American National Bank 401(k) Profit Sharing Plan · Sponsored by American National Bank · Nebraska · Finance & Insurance

$76M in assets, 569 participants

American National Bank's American National Bank 401(k) Profit Sharing Plan reported $76M in total assets and 569 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,408 in Finance & Insurance (8,869 peers)

Where American National Bank 401(k) Profit Sharing Plan sits by assets

American National Bank 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $76M for 569 participants (~$134,393/participant), up 5.1% in 2023.

#7,408
in Finance & Insurance (8,869 peers)
+5.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

American National Bank 401(k) Profit Sharing Plan's outsized position by total assets

American National Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$76,469,900 Top 11% higher than 89% 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

American National Bank 401(k) Profit Sharing 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. American National Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (569 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American National Bank 401(k) Profit Sharing Plan reported net income rose from -$17M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • American National Bank 401(k) Profit Sharing Plan end-of-year assets rose from $73M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • American National Bank 401(k) Profit Sharing Plan reported participants fell from 581 in the plan year 2022 filing to 569 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470486526 · American National Bank PY 2023 · 401(k)

American National Bank 401(k) Profit Sharing Plan · $76M · 569 · 89th

  • EOY $76M
  • 5500 569
  • ASSETS 89th
  • PCT 401(k)
  • EIN near Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan
  • RANK ind #7408

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 →

American National Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing PlanStarkweather & Shepley Insur…$76MOrthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing PlanOrthopaedic & Spine Center o…$76MAmerican National Bank 401(k) Profit Sharing PlanAmerican National Bank 401(k…$76MMagnetar Capital LLC Profit Sharing and 401(k) PlanMagnetar Capital LLC Profit …$76MOss Orthopaedic Hospital, LLC 401(k) Plan & TrustOss Orthopaedic Hospital, LL…$76M
End-of-year total assets ($M) among American National Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$76M
Net Income$4M
Employer EIN470486526
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American National Bank)

Sponsor-wide plan assets over time

All American National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$82M 12.414673865614793% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $72.7M $81.8M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 581 $73M
2023 1 569 $76M
2024 1 541 $82M

Nearby 401(k) Plans in Nebraska

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

American National Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants American National Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.0764699 · Participants: 569American National Bank 401(k) Profit Sharing 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
American National Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

American National Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan in CO ($76M); by covered participants it is Searles Valley Minerals 401(k) Plan in KS (569 participants). Same-state nearby plans are listed separately above.

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 American National Bank 401(k) Profit Sharing Plan assets move in 2023?
American National Bank 401(k) Profit Sharing Plan grew at a solid clip - up 5.1% during 2023, from $73M to $76M. Reported net income was $4M.
How have American National Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), American National Bank's sponsor-wide assets grew 12.4%, from $73M to $82M.
Where does American National Bank 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
American National Bank 401(k) Profit Sharing Plan ranks in the 89th 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 American National Bank 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan in CO ($76M, 576 participants).
Which 401(k) plans cover a similar participant headcount to American National Bank 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Searles Valley Minerals 401(k) Plan in KS (569 participants, $117M in assets).