401(k) · DOL Form 5500 · 2023

First National of Nebraska, Inc. 401(k) Plan

Data updated 2026-08-25

$926M
Total assets Above avg plan size
5,038
Participants Above avg headcount
98th
Percentile by assets National rank
$183,811
Avg per participant Above avg balance/head
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Official DOL plan name: First National of Nebraska, Inc. First Savings Plan · Sponsored by First National of Nebraska, Inc. · Nebraska · Finance & Insurance

$926M in assets, 5,038 participants

First National of Nebraska, Inc.'s First National of Nebraska, Inc. First Savings Plan reported $926M in total assets and 5,038 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,630 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

First National of Nebraska, Inc. First Savings Plan covers 5,038 participants in Nebraska, 9.1x the typical Nebraska plan (state average ~552 per filing). Assets: $926M.

#8,630
in Finance & Insurance (8,869 peers)
+21.3%
assets growth YoY
9.3×
vs typical plan assets (national mean)

First National of Nebraska, Inc. First Savings Plan's outsized position by total assets

First National of Nebraska, Inc. First Savings Plan vs every filed plan by assets

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

$926,040,387 Top 2% higher than 98% 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

First National of Nebraska, Inc. First Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First National of Nebraska, Inc. First Savings Plan lands in the large band (5,038 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First National of Nebraska, Inc. First Savings Plan reported net income rose from -$158M in the plan year 2022 filing to $162M in the plan year 2023 filing.
  • First National of Nebraska, Inc. First Savings Plan end-of-year assets rose from $764M in the plan year 2022 filing to $926M in the plan year 2023 filing.
  • First National of Nebraska, Inc. First Savings Plan reported participants rose from 4,605 in the plan year 2022 filing to 5,038 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 470523079 · First National of Nebraska, Inc. PY 2023 · 401(k)

First National of Nebraska, Inc. First Savings Plan · $926M · 5,038 · 98th

  • PHOTO $926M
  • IND 5,038
  • EOY 98th
  • 5500 401(k)
  • ASSETS near Kwik Trip Profit Sharing 401(k) Plan
  • PCT ind #8630

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 →

First National of Nebraska, Inc. First Savings Plan in the asset neighbourhood

First National of Nebraska, Inc. First Savings PlanFirst National of Nebraska, …$926MKwik Trip Profit Sharing 401(k) PlanKwik Trip Profit Sharing 401…$926MUnited Launch Alliance 401(k) Savings and Retirement PlanUnited Launch Alliance 401(k…$925MGuidehouse Inc. Retirement PlanGuidehouse Inc. Retirement P…$925MCitgo Petroleum Corporation Employees' Retirement and Savings PlanCitgo Petroleum Corporation …$925M
End-of-year total assets ($M) among First National of Nebraska, Inc. First Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

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

Sponsor Plan History (First National of Nebraska, Inc.)

Sponsor-wide plan assets over time

All First National of Nebraska, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 36.925618219576506% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.76B $1.05B ▲ +38.2%
Year Plans Participants Total Assets
2022 1 4,605 $764M
2023 1 5,038 $926M
2024 1 4,950 $1.0B

Nearby 401(k) Plans in Nebraska

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

First National of Nebraska, Inc. First Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 0100002000030000 02468 Total assets ($B) Participants First National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings 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 PlanMutual of Omaha 401(k) Retirement Savings Plan, Total assets ($B): 0.848809138 · Participants: 5584Mutual of Omaha 401(k) Retirement Savings Plan
First National of Nebraska, Inc. First Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare First National of Nebraska, Inc. First Savings Plan side-by-side with 3 peers →

Scale composition for First National of Nebraska, Inc. First Savings Plan

First National of Nebraska, Inc. First Savings Plan reports $926M in end-of-year assets across 5,038 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $183,811 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $162M.

This plan identity (EIN 470523079, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $764M to $1.0B (+36.9%) while covered participants moved from 4,605 to 4,950 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,605 $764M Open filing
2023 5,038 $926M This page
2024 · index core 4,950 $1.0B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

First National of Nebraska, Inc. First Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Kwik Trip Profit Sharing 401(k) Plan in WI ($926M); by covered participants it is Enersys Delaware Inc. 401(k) Plan in PA (5,038 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,038 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 First National of Nebraska, Inc. First Savings Plan assets move in 2023? ▼
First National of Nebraska, Inc. First Savings Plan grew sharply - up 21.3% during 2023, from $764M to $926M. Reported net income was $162M.
How have First National of Nebraska, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National of Nebraska, Inc.'s sponsor-wide assets grew 36.9%, from $764M to $1.0B.
Where does First National of Nebraska, Inc. First Savings Plan rank by assets among Form 5500 filers? ▼
First National of Nebraska, Inc. First Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to First National of Nebraska, Inc. First Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kwik Trip Profit Sharing 401(k) Plan in WI ($926M, 25,121 participants).
Which 401(k) plans cover a similar participant headcount to First National of Nebraska, Inc. First Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enersys Delaware Inc. 401(k) Plan in PA (5,038 participants, $425M 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 470523079.

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.