401(k) · DOL Form 5500 · 2024

Union Bank & Trust Company 401(k) Plan

Data updated 2026-08-25

$269M
Total assets Near avg plan size
1,164
Participants Near avg headcount
95th
Percentile by assets National rank
$230,670
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union Bank & Trust Company Profit Sharing Plan · Sponsored by Union Bank & Trust Company · Nebraska · Finance & Insurance

$269M in assets, 1,164 participants

Union Bank & Trust Company's Union Bank & Trust Company Profit Sharing Plan reported $269M in total assets and 1,164 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,902 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Union Bank & Trust Company Profit Sharing Plan covers 1,164 participants in Nebraska, 2.1x the typical Nebraska plan (state average ~552 per filing). Assets: $269M.

#7,902
in Finance & Insurance (8,549 peers)
+14.6%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Union Bank & Trust Company Profit Sharing Plan's outsized position by total assets

Union Bank & Trust Company Profit Sharing Plan vs every filed plan by assets

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

$268,500,213 Top 5% higher than 95% 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

Union Bank & Trust Company Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Bank & Trust Company Profit Sharing Plan lands in the large band (1,164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Bank & Trust Company Profit Sharing Plan end-of-year assets rose from $234M in the plan year 2023 filing to $269M in the plan year 2024 filing.
  • Union Bank & Trust Company Profit Sharing Plan reported participants rose from 1,094 in the plan year 2023 filing to 1,164 in the plan year 2024 filing.
  • Union Bank & Trust Company Profit Sharing Plan reported net income rose from $34M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470321480 · Union Bank & Trust Company PY 2024 · 401(k)

Union Bank & Trust Company Profit Sharing Plan · $269M · 1,164 · 95th

  • TYPE $269M
  • TYPE 1,164
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near Metals Technologies LLC Savings Plan
  • TYPE ind #7902

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 →

Union Bank & Trust Company Profit Sharing Plan in the asset neighbourhood

Thompson Tractor Co., Inc. Profit Sharing Plan and Trust AgreementThompson Tractor Co., Inc. P…$269MRoyomartin Retirement Plan$269MMetals Technologies LLC Savings PlanMetals Technologies LLC Savi…$269MUnion Bank & Trust Company Profit Sharing PlanUnion Bank & Trust Company P…$269MCha Consulting, Inc. Retirement Investment PlanCha Consulting, Inc. Retirem…$268M
End-of-year total assets ($M) among Union Bank & Trust Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$234M
Net Assets (End of Year)$269M
Net Income$34M
Employer EIN470321480
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Bank & Trust Company)

Sponsor-wide plan assets over time

All Union Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$269M 34.21567212715906% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $200M $269M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 998 $200M
2023 1 1,094 $234M
2024 1 1,164 $269M

Nearby 401(k) Plans in Nebraska

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

Union Bank & Trust Company Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Union Bank & Trust Company Profit Sharing Plan, Total assets ($B): 0.268500213 · Participants: 1164Union Bank & Trust Company Profit Sharing 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
Union Bank & Trust Company Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Union Bank & Trust Company Profit Sharing Plan side-by-side with 3 peers →

Union Bank & Trust Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Metals Technologies LLC Savings Plan in GA ($269M); by covered participants it is Odyssey Systems Consulting Group Ltd 401(k) Plan in MA (1,164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($269M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,164 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 Union Bank & Trust Company Profit Sharing Plan assets move in 2024? ▼
Union Bank & Trust Company Profit Sharing Plan grew at a solid clip - up 14.6% during 2024, from $234M to $269M. Reported net income was $34M.
How have Union Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Bank & Trust Company's sponsor-wide assets grew 34.2%, from $200M to $269M.
Where does Union Bank & Trust Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Union Bank & Trust Company Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Union Bank & Trust Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metals Technologies LLC Savings Plan in GA ($269M, 976 participants).
Which 401(k) plans cover a similar participant headcount to Union Bank & Trust Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Odyssey Systems Consulting Group Ltd 401(k) Plan in MA (1,164 participants, $126M 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 470321480.

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.