401(k) · DOL Form 5500 · 2023

Paulsen, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
216
Participants Below avg headcount
64th
Percentile by assets National rank
$58,444
Avg per participant Low balance/head
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Official DOL plan name: Paulsen, Inc. 401(k) Profit Sharing Plan · Sponsored by Paulsen, Inc. · Nebraska · Construction

$13M in assets, 216 participants

Paulsen, Inc.'s Paulsen, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,608 in Construction (9,030 peers)

Coverage in Nebraska

Paulsen, Inc. 401(k) Profit Sharing Plan covers 216 participants in Nebraska, about 39% of the average Nebraska filer (state average ~552 per filing). Assets: $13M.

#5,608
in Construction (9,030 peers)
+23.5%
assets growth YoY

Paulsen, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Paulsen, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,623,993 Top 36% higher than 64% 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

Paulsen, Inc. 401(k) Profit Sharing 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. Paulsen, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paulsen, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Paulsen, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Paulsen, Inc. 401(k) Profit Sharing Plan reported participants fell from 232 in the plan year 2022 filing to 216 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470397153 · Paulsen, Inc. PY 2023 · 401(k)

Paulsen, Inc. 401(k) Profit Sharing Plan · $13M · 216 · 64th

  • BOY $13M
  • SCH 216
  • EBSA 64th
  • PART 401(k)
  • TYPE near Legends Bank 401-K Plan
  • NET ind #5608

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 Construction retirement plans → · Plans in Nebraska →

Paulsen, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sauder Custom Fabrication, Inc. 401(k) Profit Sharing PlanSauder Custom Fabrication, I…$13MPaulsen, Inc. 401(k) Profit Sharing PlanPaulsen, Inc. 401(k) Profit …$13MLegends Bank 401-K Plan$13MRoberts Markel Weinburg Butler Hailey P.C. 401(k) PlanRoberts Markel Weinburg Butl…$13MDiageo North America, Inc. 401(k) Retirement Savings Plan for Union EmployeesDiageo North America, Inc. 4…$13M
End-of-year total assets ($M) among Paulsen, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN470397153
Plan Effective Date1968-01-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Paulsen, Inc.)

Sponsor-wide plan assets over time

All Paulsen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.339732024891163% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $13.1M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 232 $10M
2023 1 216 $13M
2024 1 223 $13M

Nearby 401(k) Plans in Nebraska

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

Paulsen, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Paulsen, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012623993 · Participants: 216Paulsen, Inc. 401(k) Profit Sharing 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
Paulsen, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Paulsen, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Legends Bank 401-K Plan in TN ($13M); by covered participants it is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Paulsen, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Paulsen, Inc. 401(k) Profit Sharing Plan grew sharply - up 23.5% during 2023, from $10M to $13M. Reported net income was $2M.
How have Paulsen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paulsen, Inc.'s sponsor-wide assets grew 28.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Paulsen, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legends Bank 401-K Plan in TN ($13M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Paulsen, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 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 470397153.

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.