401(k) · DOL Form 5500 · 2024

Elkhorn Valley Bank & Trust 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
97
Participants Small participant base
71st
Percentile by assets National rank
$208,998
Avg per participant Above avg balance/head
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Official DOL plan name: Feo Investments, Inc. Employee Stock Ownership Plan · Sponsored by Elkhorn Valley Bank & Trust · Nebraska · Finance & Insurance

$20M in assets, 97 participants

Elkhorn Valley Bank & Trust's Feo Investments, Inc. Employee Stock Ownership Plan reported $20M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,756 in Finance & Insurance (8,549 peers)

Elkhorn Valley Bank & Trust multi-year trail

Elkhorn Valley Bank & Trust's plans moved -12.5% in assets from 2022 to 2024; this filing shows Feo Investments, Inc. Employee Stock Ownership Plan at $20M / 97 participants.

#4,756
in Finance & Insurance (8,549 peers)
-3.3%
assets change YoY

The plan reported a net loss of $690K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Feo Investments, Inc. Employee Stock Ownership Plan's outsized position by total assets

Feo Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,272,772 Top 29% higher than 71% 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

Feo Investments, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Feo Investments, Inc. Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Feo Investments, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to -$690K in the plan year 2024 filing.
  • Feo Investments, Inc. Employee Stock Ownership Plan end-of-year assets fell from $21M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Feo Investments, Inc. Employee Stock Ownership Plan reported participants fell from 100 in the plan year 2023 filing to 97 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470343009 · Elkhorn Valley Bank & Trust PY 2024 · 401(k)

Feo Investments, Inc. Employee Stock Ownership Plan · $20M · 97 · 71st

  • PART $20M
  • TYPE 97
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Pace 401(k) Plan
  • BOY ind #4756

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 →

Feo Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Feo Investments, Inc. Employee Stock Ownership PlanFeo Investments, Inc. Employ…$20MPace 401(k) Plan$20MThe Verescence 401(k) Plan$20MIndiana Automotive Fasteners, Inc. Team Members 401(k) PlanIndiana Automotive Fasteners…$20MCardinal Services, Inc. 401(k) PlanCardinal Services, Inc. 401(…$20M
End-of-year total assets ($M) among Feo Investments, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Elkhorn Valley Bank & Trust multi-year asset trail

Sponsor-wide plan assets over time

All Elkhorn Valley Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.532390302268642% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $23.2M $20.3M ▼ -12.6%
Year Plans Participants Total Assets
2022 1 86 $23M
2023 1 100 $21M
2024 1 97 $20M

Elkhorn Valley Bank & Trust filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income-$690K
Employer EIN470343009
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Feo Investments, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Feo Investments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020272772 · Participants: 97Feo Investments, Inc. Employee Stock Ownership 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
Feo Investments, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Feo Investments, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Pace 401(k) Plan in CA ($20M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Feo Investments, Inc. Employee Stock Ownership Plan assets move in 2024?
Feo Investments, Inc. Employee Stock Ownership Plan edged down modestly - down 3.3% during 2024, from $21M to $20M. Reported net income was -$690K.
How have Elkhorn Valley Bank & Trust plan assets changed over time?
Across 3 plan years on file (2022-2024), Elkhorn Valley Bank & Trust's sponsor-wide assets declined 12.5%, from $23M to $20M.
Which 401(k) plans are similar in size to Feo Investments, Inc. Employee Stock Ownership Plan?
Among 401(k) plans in other states, the closest by assets is Pace 401(k) Plan in CA ($20M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Feo Investments, Inc. Employee Stock Ownership Plan?
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants, $4M in assets).