401(k) · DOL Form 5500 · 2023

Core Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
121
Participants Small participant base
66th
Percentile by assets National rank
$115,094
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Core Bank Profit Sharing Plan and Trust · Sponsored by Core Bank · Nebraska · Finance & Insurance

$14M in assets, 121 participants

Core Bank's Core Bank Profit Sharing Plan and Trust reported $14M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,506 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

Core Bank Profit Sharing Plan and Trust covers 121 participants in Nebraska, about 22% of the average Nebraska filer (state average ~552 per filing). Assets: $14M.

#4,506
in Finance & Insurance (8,869 peers)
+26.5%
assets growth YoY

Core Bank Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Core Bank Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,926,354 Top 34% higher than 66% 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

Core Bank Profit Sharing Plan and Trust 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. Core Bank Profit Sharing Plan and Trust sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Core Bank Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Core Bank Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Core Bank Profit Sharing Plan and Trust reported participants rose from 107 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470804165 · Core Bank PY 2023 · 401(k)

Core Bank Profit Sharing Plan and Trust · $14M · 121 · 66th

  • TYPE $14M
  • NET 121
  • BOOK 66th
  • VS-ST 401(k)
  • BOY near Bartow Ford Co. 401(k) Retirement Plan
  • SCH ind #4506

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 →

Core Bank Profit Sharing Plan and Trust in the asset neighbourhood

Core Bank Profit Sharing Plan and TrustCore Bank Profit Sharing Pla…$14MBartow Ford Co. 401(k) Retirement PlanBartow Ford Co. 401(k) Retir…$14MRubicon Technologies, LLC 401(k) PlanRubicon Technologies, LLC 40…$14MJade Global Inc. 401(k) Psp$14MRancho Research Institute 401(k) Retirement PlanRancho Research Institute 40…$14M
End-of-year total assets ($M) among Core Bank Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN470804165
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Core Bank)

Sponsor-wide plan assets over time

All Core Bank plans reported in each filing year

Latest sponsor-wide plan assets
$16M 44.39612535575281% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11M $15.9M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 107 $11M
2023 1 121 $14M
2024 1 139 $16M

Nearby 401(k) Plans in Nebraska

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

Core Bank Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Core Bank Profit Sharing Plan and Trust, Total assets ($B): 0.013926354 · Participants: 121Core Bank Profit Sharing Plan and TrustHdr, 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
Core Bank Profit Sharing Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants

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

Outside Nebraska, the nearest 401(k) by assets is Bartow Ford Co. 401(k) Retirement Plan in FL ($14M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Core Bank Profit Sharing Plan and Trust assets move in 2023?
Core Bank Profit Sharing Plan and Trust grew sharply - up 26.5% during 2023, from $11M to $14M. Reported net income was $3M.
How have Core Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Core Bank's sponsor-wide assets grew 44.4%, from $11M to $16M.
Which 401(k) plans are similar in size to Core Bank Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Bartow Ford Co. 401(k) Retirement Plan in FL ($14M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Core Bank Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A in assets).