401(k) · DOL Form 5500 · 2023

Trotter, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
266
Participants Below avg headcount
53rd
Percentile by assets National rank
$28,813
Avg per participant Low balance/head
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Official DOL plan name: Trotter, Inc. 401(k) Plan · Sponsored by Trotter, Inc. · Nebraska · Agriculture, Forestry & Fishing

$8M in assets, 266 participants

Trotter, Inc.'s Trotter, Inc. 401(k) Plan reported $8M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #730 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Nebraska

Trotter, Inc. 401(k) Plan covers 266 participants in Nebraska, about 48% of the average Nebraska filer (state average ~552 per filing). Assets: $8M.

#730
in Agriculture, Forestry & Fishing (1,288 peers)
+20.1%
assets growth YoY

Trotter, Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Trotter, Inc. 401(k) Plan vs every filed plan by assets

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

$7,664,154 Top 47% higher than 53% 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

Trotter, Inc. 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. Trotter, Inc. 401(k) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trotter, Inc. 401(k) Plan reported net income rose from -$1000K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Trotter, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Trotter, Inc. 401(k) Plan reported participants rose from 249 in the plan year 2022 filing to 266 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470580954 · Trotter, Inc. PY 2023 · 401(k)

Trotter, Inc. 401(k) Plan · $8M · 266 · 53rd

  • PART $8M
  • PART 266
  • PART 53rd
  • PART 401(k)
  • PART near Kissito Healthcare 401(k) Plan
  • PART ind #730

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Nebraska →

Trotter, Inc. 401(k) Plan in the asset neighbourhood

Trotter, Inc. 401(k) Plan$8MKissito Healthcare 401(k) PlanKissito Healthcare 401(k) Pl…$8MBarrington Media Group LLC 401(k) Profit Sharing Plan & TrustBarrington Media Group LLC 4…$8MCoastal Forest Resources Company Retirement Income Savings PlanCoastal Forest Resources Com…$8MBeaty Chevrolet Company 401(k) PlanBeaty Chevrolet Company 401(…$8M
End-of-year total assets ($M) among Trotter, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN470580954
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trotter, Inc.)

Sponsor-wide plan assets over time

All Trotter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 38.45665898667699% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.38M $8.84M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 249 $6M
2023 1 266 $8M
2024 1 275 $9M

Nearby 401(k) Plans in Nebraska

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

Trotter, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Trotter, Inc. 401(k) Plan, Total assets ($B): 0.007664154 · Participants: 266Trotter, Inc. 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
Trotter, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Trotter, Inc. 401(k) Plan side-by-side with 3 peers →

Trotter, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Kissito Healthcare 401(k) Plan in VA ($8M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Trotter, Inc. 401(k) Plan assets move in 2023? ▼
Trotter, Inc. 401(k) Plan grew sharply - up 20.1% during 2023, from $6M to $8M. Reported net income was $1M.
How have Trotter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trotter, Inc.'s sponsor-wide assets grew 38.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Trotter, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kissito Healthcare 401(k) Plan in VA ($8M, 949 participants).
Which 401(k) plans cover a similar participant headcount to Trotter, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants, N/A 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 470580954.

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.