401(k) · DOL Form 5500 · 2023

Lauritzen Corporation 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
596
Participants Below avg headcount
91st
Percentile by assets National rank
$161,078
Avg per participant Above avg balance/head
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Official DOL plan name: Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies · Sponsored by Lauritzen Corporation · Nebraska · Finance & Insurance

$96M in assets, 596 participants

Lauritzen Corporation's Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies reported $96M in total assets and 596 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,636 in Finance & Insurance (8,869 peers)

Where Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies sits by assets

Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies sits in the top 10% of all filed plans by assets, $96M for 596 participants (~$161,078/participant), up 17.4% in 2023.

#7,636
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies's outsized position by total assets

Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies vs every filed plan by assets

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

$96,002,526 Top 9% higher than 91% 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

Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies 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. Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies sits mid-pack in the medium band (596 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies reported net income rose from -$17M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies end-of-year assets rose from $82M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies reported participants rose from 510 in the plan year 2022 filing to 596 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 470444651 · Lauritzen Corporation PY 2023 · 401(k)

Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies · $96M · 596 · 91st

  • IND $96M
  • EOY 596
  • 5500 91st
  • ASSETS 401(k)
  • PCT near Canaccord Genuity LLC 401(k) Plan
  • EIN ind #7636

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 →

Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies in the asset neighbourhood

Texas Health Care, P.L.L.C. 401(k) Retirement PlanTexas Health Care, P.L.L.C. …$96MSavings Plan & Trust Agreement of Lauritzen Corporation and Related CompaniesSavings Plan & Trust Agreeme…$96MCanaccord Genuity LLC 401(k) PlanCanaccord Genuity LLC 401(k)…$96MThe Capital Accumulation Plan of Global Aerospace, Inc.The Capital Accumulation Pla…$96MGolden State Orthopedics & Spine Profit Sharing 401(k) PlanGolden State Orthopedics & S…$96M
End-of-year total assets ($M) among Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$96M
Net Income$14M
Employer EIN470444651
Plan Effective Date1990-01-01
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 401(k) Plans in Nebraska

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

Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies, Total assets ($B): 0.096002526 · Participants: 596Savings Plan & Trust Agreement of Lauritzen Corporation and Related CompaniesHdr, 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
Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies side-by-side with 3 peers →

Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Canaccord Genuity LLC 401(k) Plan in NY ($96M); by covered participants it is Northwest Federal Credit Union 401(k) Savings Plan in VA (596 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (596 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 Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies assets move in 2023? ▼
Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies grew sharply - up 17.4% during 2023, from $82M to $96M. Reported net income was $14M.
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 Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies rank by assets among Form 5500 filers? ▼
Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies? ▼
Among 401(k) plans in other states, the closest by assets is Canaccord Genuity LLC 401(k) Plan in NY ($96M, 414 participants).
Which 401(k) plans cover a similar participant headcount to Savings Plan & Trust Agreement of Lauritzen Corporation and Related Companies? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Federal Credit Union 401(k) Savings Plan in VA (596 participants, $106M 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.