401(k) · DOL Form 5500 · 2023
Leo a Daly Company 401(k) Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 741
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $215,689
- Avg per participant Above avg balance/head
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.
- #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.
- #19,314
- in Professional & Technical Services (20,321 peers)
- +19.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Leo a. Daly Retirement Savings and Investment Trust's outsized position by total assets
Leo a. Daly Retirement Savings and Investment Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$159,825,613 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Leo a. Daly Retirement Savings and Investment Trust 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. Leo a. Daly Retirement Savings and Investment Trust sits mid-pack in the medium band (741 participants).
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.
EBSA filing schedule strip
Filing strip 470363104 · Leo a Daly Company PY 2023 · 401(k)
Leo a. Daly Retirement Savings and Investment Trust · $160M · 741 · 94th
- PCT $160M
- EIN 741
- RANK 94th
- PHOTO 401(k)
- IND near Stoll Keenon Ogden Profit Sharing Plan
- EOY ind #19314
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 Professional & Technical Services retirement plans → · Plans in Nebraska →
Leo a. Daly Retirement Savings and Investment Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Leo a Daly Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $173M 29.212180205147202% vs 2022
- 2024 filing year
| 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.
- 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
Leo a. Daly Retirement Savings and Investment Trust's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Stoll Keenon Ogden Profit Sharing Plan in KY ($160M); by covered participants it is The Weston Group, Inc. 401(k) Profit Sharing Plan in PA (741 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (741 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.