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

SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES

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

LAURITZEN CORPORATION

This 401(k) plan holds $96M in total assets and serves 596 participants as of 2023. It is sponsored by LAURITZEN CORPORATION in Nebraska. The plan reported positive net income of $14M for the year.

Total Assets (2023)
$96M
Participants
596
State
Industry
Finance & Insurance

What the Filing Says About SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES

SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is a 401(k) retirement plan sponsored by LAURITZEN CORPORATION, headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $96M in total end-of-year assets and covers 596 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 470444651, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $82M at the beginning of 2023 to $96M at year-end — a gain of 17.4%. Net assets (after liabilities) closed the year at $96M, with reported net income of $14M 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)$82M
Total Assets (End of Year)$96M
Net Assets (End of Year)$96M
Net Income$14M
Plan Type401(k)
Employer EIN470444651
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LAURITZEN CORPORATION)

Year Plans Participants Total Assets
2022 2 648 $108M
2023 2 725 $123M
2024 2 708 $94M

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Frequently Asked Questions

How much money is in the SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES?
As of the 2023 Form 5500 filing, SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES holds $96M in total assets with 596 participants. It is sponsored by LAURITZEN CORPORATION.
What type of plan is SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES?
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is a 401(k) plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 470444651.
Who sponsors the SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES?
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is sponsored by LAURITZEN CORPORATION, located in Nebraska. The sponsor's EIN is 470444651 and the plan operates in the Finance & Insurance industry.
How did SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES perform in 2023?
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES grew by 17.4% during 2023, moving from $82M to $96M in total assets. Net income was $14M.
Where can I find official filings for SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES?
Official Form 5500 filings for SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470444651 or plan name at efast.dol.gov.
How does SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES compare to other plans?
You can compare SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES 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.

Explore PlainRetire

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.

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.