401(k) · DOL Form 5500 · 2024

The Potter State Bank of Potter 401(k) Plan

Data updated 2026-08-25

$485K
Total assets Small plan by assets
8
Participants Small participant base
17th
Percentile by assets National rank
$60,648
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Potter State Bank of Potter 401(k) Plan · Sponsored by The Potter State Bank of Potter · Nebraska · Finance & Insurance

$485K in assets, 8 participants

The Potter State Bank of Potter's The Potter State Bank of Potter 401(k) Plan reported $485K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #798 in Finance & Insurance (8,549 peers)

The Potter State Bank of Potter multi-year trail

The Potter State Bank of Potter's plans moved +56.4% in assets from 2022 to 2024; this filing shows The Potter State Bank of Potter 401(k) Plan at $485K / 8 participants.

#798
in Finance & Insurance (8,549 peers)
+32.9%
assets growth YoY

The Potter State Bank of Potter 401(k) Plan among the smaller filed plans by assets

The Potter State Bank of Potter 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$485,187 17th percentile higher than 17% of 123,620 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 2024

The Potter State Bank of Potter 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Potter State Bank of Potter 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Potter State Bank of Potter 401(k) Plan reported net income rose from $55K in the plan year 2023 filing to $120K in the plan year 2024 filing.
  • The Potter State Bank of Potter 401(k) Plan end-of-year assets rose from $365K in the plan year 2023 filing to $485K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 470346667 · The Potter State Bank of Potter PY 2024 · 401(k)

The Potter State Bank of Potter 401(k) Plan · $485K · 8 · 17th

  • TYPE $485K
  • NET 8
  • BOOK 17th
  • VS-ST 401(k)
  • BOY near Clarion Corporation 401(k) Plan
  • SCH ind #798

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 →

The Potter State Bank of Potter 401(k) Plan in the asset neighbourhood

The Potter State Bank of Potter 401(k) PlanThe Potter State Bank of Pot…$485KClarion Corporation 401(k) PlanClarion Corporation 401(k) P…$485KCalton Group Retirement Plan$485KThe Virginian Golf Club 401(k) PlanThe Virginian Golf Club 401(…$485KKitchens by Hastings, Inc. 401(k) PlanKitchens by Hastings, Inc. 4…$485K
End-of-year total assets ($M) among The Potter State Bank of Potter 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Potter State Bank of Potter multi-year asset trail

Sponsor-wide plan assets over time

All The Potter State Bank of Potter plans reported in each filing year

Latest sponsor-wide plan assets
$485K 56.42867506004868% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.31M $0.49M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 9 $310K
2023 1 8 $365K
2024 1 8 $485K

The Potter State Bank of Potter filing trail (2024)

Total Assets (Beginning of Year)$365K
Net Assets (End of Year)$485K
Net Income$120K
Employer EIN470346667
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

The Potter State Bank of Potter 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants The Potter State Bank of Potter 401(k) Plan, Total assets ($B): 0.000485187 · Participants: 8The Potter State Bank of Potter 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
The Potter State Bank of Potter 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare The Potter State Bank of Potter 401(k) Plan side-by-side with 3 peers →

The Potter State Bank of Potter 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Clarion Corporation 401(k) Plan in NV ($485K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($485K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Potter State Bank of Potter 401(k) Plan assets move in 2024? ▼
The Potter State Bank of Potter 401(k) Plan surged - up 32.9% during 2024, from $365K to $485K. Reported net income was $120K.
How have The Potter State Bank of Potter plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Potter State Bank of Potter's sponsor-wide assets grew 56.4%, from $310K to $485K.
Where does The Potter State Bank of Potter 401(k) Plan rank by assets among Form 5500 filers? ▼
The Potter State Bank of Potter 401(k) Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Potter State Bank of Potter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clarion Corporation 401(k) Plan in NV ($485K, 2 participants).
Which 401(k) plans cover a similar participant headcount to The Potter State Bank of Potter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470346667.

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.