401(k) · DOL Form 5500 · 2024
Platte Valley Financial Service Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 383
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $116,752
- Avg per participant Below avg balance/head
Official DOL plan name: Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan · Sponsored by Platte Valley Financial Service Companies, Inc. · Nebraska · Finance & Insurance
$45M in assets, 383 participants
Platte Valley Financial Service Companies, Inc.'s Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan reported $45M in total assets and 383 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,275 in Finance & Insurance (8,549 peers)
Where Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan sits by assets
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $45M for 383 participants (~$116,752/participant), up 6.5% in 2024.
- #6,275
- in Finance & Insurance (8,549 peers)
- +6.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan's outsized position by total assets
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,716,110 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (383 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan reported participants rose from 365 in the plan year 2023 filing to 383 in the plan year 2024 filing.
DOL schedule card
Filing strip 470800148 · Platte Valley Financial Service Companies, Inc. PY 2024 · 401(k)
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan · $45M · 383 · 83rd
- EBSA $45M
- PART 383
- TYPE 83rd
- NET 401(k)
- BOOK near Revecore 401(k) Plan
- VS-ST ind #6275
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 →
Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $3M |
| Employer EIN | 470800148 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Platte Valley Financial Service Companies, Inc.)
Sponsor-wide plan assets over time
All Platte Valley Financial Service Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 15.202720710786362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 345 | $39M |
| 2023 | 1 | 365 | $42M |
| 2024 | 1 | 383 | $45M |
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 $7.7B · 11,460
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
- Union Pacific Corporation Thrift Plan $2.3B · 5,350
- First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950
Platte Valley Financial Service Companies 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 Revecore 401(k) Plan in TN ($45M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (383 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Revecore 401(k) Plan (TN) $45M · 1,287
- Massachusetts Defined Contribution Core Plan (MA) $45M · 2,021
- Spang & Co Retirement Savings Plan for Non-Bargaining Unit Employees (PA) $45M · 126
- Michael Lewis Company 401(k) Plan (IL) $45M · 198
Similar participant headcount
Nearest other-state filings by covered participants (383 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 383 · 0 off
- Jet Specialty, Inc. 401(k) Retirement Plan (TX) 383 · 0 off
- Orano USA 401(k) Retirement Plan (VA) 383 · 0 off
- Graniterock 401(k) Plan (CA) 383 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.