401(k) · DOL Form 5500 · 2023
Leo a Daly Company 401(k) Plan
Data updated 2026-08-11
- $160M
- Total assets
- 741
- Participants
- 94th
- Percentile by assets
- $215,689
- Avg per participant
Official DOL plan name: Leo a. Daly Retirement Savings and Investment Trust · Sponsored by Leo a Daly Company · Nebraska · Professional & Technical Services
$160M in assets, 741 participants
Leo a Daly Company's Leo a. Daly Retirement Savings and Investment Trust reported $160M in total assets and 741 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #19,314 in Professional & Technical Services (20,321 peers)
Where Leo a. Daly Retirement Savings and Investment Trust sits by assets
Leo a. Daly Retirement Savings and Investment Trust sits in the top 10% of all filed plans by assets, $160M for 741 participants (~$215,689/participant), up 19.6% in 2023.
- $160M
- total plan assets (2023 EOY)
- 741
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $215,689
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Leo a. Daly Retirement Savings and Investment Trust reported net income rose from -$18M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Leo a. Daly Retirement Savings and Investment Trust end-of-year assets rose from $134M in the plan year 2022 filing to $160M in the plan year 2023 filing.
Leo a. Daly Retirement Savings and Investment Trust vs the 2023 asset distribution
By assets, Leo a. Daly Retirement Savings and Investment Trust outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $134M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | $26M |
| Employer EIN | 470363104 |
| Plan Effective Date | 1953-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leo a Daly Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 736 | $134M |
| 2023 | 1 | 741 | $160M |
| 2024 | 1 | 761 | $173M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Leo a. Daly Retirement Savings and Investment Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
- Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
- Union Pacific Corporation Thrift Plan $2.3B · 5,470
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
- First National of Nebraska, Inc. First Savings Plan $926M · 5,038
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Leo a. Daly Retirement Savings and Investment Trust by total assets, not by location.
- Stoll Keenon Ogden Profit Sharing Plan (KY) $160M · 256
- Frankcrum Retirement Savings Plan (FL) $160M · 8,177
- Consolidated Precision Products Corp Retirement and Savings Plan (OH) $160M · 2,922
- Medical Associates of Northwest Arkansas, P.a. 401(k) Plan (AR) $160M · 579
Frequently Asked Questions
How did Leo a. Daly Retirement Savings and Investment Trust assets move in 2023? ▼
How have Leo a Daly Company plan assets changed over time? ▼
Where does Leo a. Daly Retirement Savings and Investment Trust rank by assets among Form 5500 filers? ▼
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Next read for Leo a. Daly Retirement Savings and Inves…
Scale reading
Ways to act on Leo a. Daly Retirement Savings and Investment Trust's numbers.
- By total assets, Leo a. Daly Retirement Savings and Investment Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans
- Leo a Daly Company's sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans