Defined Benefit (Pension) · DOL Form 5500 · 2023

Lauritzen Corporation Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
129
Participants Small participant base
77th
Percentile by assets National rank
$206,269
Avg per participant Above avg balance/head
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Official DOL plan name: Bankers Pension Plan and Trust, 1975 · Sponsored by Lauritzen Corporation · Nebraska · Finance & Insurance

$27M in assets, 129 participants

Lauritzen Corporation's Bankers Pension Plan and Trust, 1975 reported $27M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,825 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

Bankers Pension Plan and Trust, 1975 covers 129 participants in Nebraska, about 23% of the average Nebraska filer (state average ~552 per filing). Assets: $27M.

#5,825
in Finance & Insurance (8,869 peers)
+1.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bankers Pension Plan and Trust, 1975's outsized position by total assets

Bankers Pension Plan and Trust, 1975 vs every filed plan by assets

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

$26,608,747 Top 23% higher than 77% 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

Bankers Pension Plan and Trust, 1975 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. Bankers Pension Plan and Trust, 1975 sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bankers Pension Plan and Trust, 1975 reported net income rose from -$8M in the plan year 2022 filing to $331K in the plan year 2023 filing.
  • Bankers Pension Plan and Trust, 1975 reported participants fell from 138 in the plan year 2022 filing to 129 in the plan year 2023 filing.
  • Bankers Pension Plan and Trust, 1975 end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470444651 · Lauritzen Corporation PY 2023 · Defined Benefit (Pension)

Bankers Pension Plan and Trust, 1975 · $27M · 129 · 77th

  • 5500 $27M
  • 5500 129
  • 5500 77th
  • 5500 Defined Benefit (Pension)
  • 5500 near Jrmb II Pension Plan
  • 5500 ind #5825

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 →

Bankers Pension Plan and Trust, 1975 in the asset neighbourhood

Jrmb II Pension Plan$27MBankers Pension Plan and Trust, 1975Bankers Pension Plan and Tru…$27MIngevity Corporation Retirement Plan for Bargained Hourly EmployeesIngevity Corporation Retirem…$27MKnife River Corporation Salaried Employees' Pension PlanKnife River Corporation Sala…$27MSantee Print Works Retirement PlanSantee Print Works Retiremen…$27M
End-of-year total assets ($M) among Bankers Pension Plan and Trust, 1975 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$331K
Employer EIN470444651
Plan Effective Date1975-11-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Lauritzen Corporation)

Sponsor-wide plan assets over time

All Lauritzen Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$94M 13.175897815403898% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $108M $93.8M ▼ -13.2%
Year Plans Participants Total Assets
2022 2 648 $108M
2023 2 725 $123M
2024 2 708 $94M

Nearby Defined Benefit (Pension) Plans in Nebraska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bankers Pension Plan and Trust, 1975 vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Bankers Pension Plan and Trust, 1975, Total assets ($B): 0.026608747 · Participants: 129Bankers Pension Plan and Trust, 1975Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.375049633 · Participants: 3724Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 4.190368742 · Participants: 10563Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.979498835 · Participants: 504Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.772418975 · Participants: 279Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.367919919 · Participants: 1113The Restated Ag Processing Inc Retirement Plan
Bankers Pension Plan and Trust, 1975 vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Bankers Pension Plan and Trust, 1975 side-by-side with 3 peers →

Bankers Pension Plan and Trust, 1975's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Jrmb II Pension Plan in OK ($27M); by covered participants it is Houston Pilots Retirement Plan and Trust in TX (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Bankers Pension Plan and Trust, 1975 assets move in 2023? ▼
Bankers Pension Plan and Trust, 1975 edged up modestly - up 1.3% during 2023, from $26M to $27M. Reported net income was $331K.
How have Lauritzen Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lauritzen Corporation's sponsor-wide assets declined 13.2%, from $108M to $94M.
Where does Bankers Pension Plan and Trust, 1975 rank by assets among Form 5500 filers? ▼
Bankers Pension Plan and Trust, 1975 ranks in the 77th 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 Defined Benefit (Pension) plans are similar in size to Bankers Pension Plan and Trust, 1975? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jrmb II Pension Plan in OK ($27M, 193 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bankers Pension Plan and Trust, 1975? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Houston Pilots Retirement Plan and Trust in TX (129 participants, $354M 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 470444651.

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.