401(k)
2023 plan-year 401(k) DOL Form 5500

FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FIRST NATIONAL OF NEBRASKA, INC.

This 401(k) plan holds $926M in total assets and serves 5,038 participants as of 2023. It is sponsored by FIRST NATIONAL OF NEBRASKA, INC. in Nebraska. The plan reported positive net income of $162M for the year.

Total Assets (2023)
$926M
Participants
5,038
State
Industry
Finance & Insurance

What the Filing Says About FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN

FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN is a 401(k) retirement plan sponsored by FIRST NATIONAL OF NEBRASKA, INC., headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $926M in total end-of-year assets and covers 5,038 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 470523079, and the plan has been effective since 1984-12-26. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $764M at the beginning of 2023 to $926M at year-end — a gain of 21.3%. Net assets (after liabilities) closed the year at $926M, with reported net income of $162M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$764M
Total Assets (End of Year)$926M
Net Assets (End of Year)$926M
Net Income$162M
Plan Type401(k)
Employer EIN470523079
Plan Effective Date1984-12-26
Filing StatusFILING RECEIVED

Sponsor Plan History (FIRST NATIONAL OF NEBRASKA, INC.)

Year Plans Participants Total Assets
2022 1 4,605 $764M
2023 1 5,038 $926M
2024 1 4,950 $1.0B

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Frequently Asked Questions

How much money is in the FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN?
As of the 2023 Form 5500 filing, FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN holds $926M in total assets with 5,038 participants. It is sponsored by FIRST NATIONAL OF NEBRASKA, INC..
What type of plan is FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN?
FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN is a 401(k) plan. It has been effective since 1984-12-26. The plan is filed with the U.S. Department of Labor under EIN 470523079.
Who sponsors the FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN?
FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN is sponsored by FIRST NATIONAL OF NEBRASKA, INC., located in Nebraska. The sponsor's EIN is 470523079 and the plan operates in the Finance & Insurance industry.
How did FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN perform in 2023?
FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN grew by 21.3% during 2023, moving from $764M to $926M in total assets. Net income was $162M.
Where can I find official filings for FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN?
Official Form 5500 filings for FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470523079 or plan name at efast.dol.gov.
How does FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN compare to other plans?
You can compare FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 470523079.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.