401(k) · DOL Form 5500 · 2023

Koley Jessen P.C., L.L.O. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
202
Participants Below avg headcount
86th
Percentile by assets National rank
$263,759
Avg per participant High balance/head
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Official DOL plan name: Koley Jessen P.C. 401(k) Plan · Sponsored by Koley Jessen P.C., L.L.O. · Nebraska · Professional & Technical Services

$53M in assets, 202 participants

Koley Jessen P.C., L.L.O.'s Koley Jessen P.C. 401(k) Plan reported $53M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,720 in Professional & Technical Services (20,321 peers)

Coverage in Nebraska

Koley Jessen P.C. 401(k) Plan covers 202 participants in Nebraska, about 37% of the average Nebraska filer (state average ~552 per filing). Assets: $53M.

#17,720
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Koley Jessen P.C. 401(k) Plan's outsized position by total assets

Koley Jessen P.C. 401(k) Plan vs every filed plan by assets

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

$53,279,222 Top 14% higher than 86% 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

Koley Jessen P.C. 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. Koley Jessen P.C. 401(k) Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koley Jessen P.C. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Koley Jessen P.C. 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Koley Jessen P.C. 401(k) Plan reported participants rose from 184 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470712652 · Koley Jessen P.C., L.L.O. PY 2023 · 401(k)

Koley Jessen P.C. 401(k) Plan · $53M · 202 · 86th

  • SCH $53M
  • EBSA 202
  • PART 86th
  • TYPE 401(k)
  • NET near Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan
  • BOOK ind #17720

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 Professional & Technical Services retirement plans → · Plans in Nebraska →

Koley Jessen P.C. 401(k) Plan in the asset neighbourhood

Jasper Products L.L.C. 401(k) PlanJasper Products L.L.C. 401(k…$53MKoley Jessen P.C. 401(k) Plan$53MKohlberg & Co. LLC Employee Savings and Profit Sharing PlanKohlberg & Co. LLC Employee …$53MVestmark, Inc 401(k) Plan$53MAccela, Inc. 401(k) & Profit Sharing PlanAccela, Inc. 401(k) & Profit…$53M
End-of-year total assets ($M) among Koley Jessen P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$53M
Net Income$10M
Employer EIN470712652
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koley Jessen P.C., L.L.O.)

Sponsor-wide plan assets over time

All Koley Jessen P.C., L.L.O. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 43.51604934771973% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.2M $62M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 184 $43M
2023 1 202 $53M
2024 1 199 $62M

Nearby 401(k) Plans in Nebraska

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

Koley Jessen P.C. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Koley Jessen P.C. 401(k) Plan, Total assets ($B): 0.053279222 · Participants: 202Koley Jessen P.C. 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
Koley Jessen P.C. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Koley Jessen P.C. 401(k) Plan side-by-side with 3 peers →

Koley Jessen P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan in NY ($53M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Koley Jessen P.C. 401(k) Plan assets move in 2023? ▼
Koley Jessen P.C. 401(k) Plan grew sharply - up 23.4% during 2023, from $43M to $53M. Reported net income was $10M.
How have Koley Jessen P.C., L.L.O. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koley Jessen P.C., L.L.O.'s sponsor-wide assets grew 43.5%, from $43M to $62M.
Where does Koley Jessen P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Koley Jessen P.C. 401(k) Plan ranks in the 86th 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 Koley Jessen P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan in NY ($53M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Koley Jessen P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 470712652.

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.