401(k) · DOL Form 5500 · 2024
Hocking & Schulenberg, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $201,370
- Avg per participant Above avg balance/head
Official DOL plan name: Hocking & Schulenberg, LLC Profit Sharing Plan · Sponsored by Hocking & Schulenberg, LLC · Nebraska · Professional & Technical Services
$1M in assets, 5 participants
Hocking & Schulenberg, LLC's Hocking & Schulenberg, LLC Profit Sharing Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,676 in Professional & Technical Services (20,173 peers)
Hocking & Schulenberg, LLC multi-year trail
Hocking & Schulenberg, LLC's plans moved +45.1% in assets from 2022 to 2024; this filing shows Hocking & Schulenberg, LLC Profit Sharing Plan at $1M / 5 participants.
- #3,676
- in Professional & Technical Services (20,173 peers)
- +17.9%
- assets growth YoY
Hocking & Schulenberg, LLC Profit Sharing Plan among the smaller filed plans by assets
Hocking & Schulenberg, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,006,852 23rd percentile higher than 23% 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
Hocking & Schulenberg, LLC Profit Sharing 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. Hocking & Schulenberg, LLC Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hocking & Schulenberg, LLC Profit Sharing Plan end-of-year assets rose from $854K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 470806082 · Hocking & Schulenberg, LLC PY 2024 · 401(k)
Hocking & Schulenberg, LLC Profit Sharing Plan · $1M · 5 · 23rd
- VS-ST $1M
- BOY 5
- SCH 23rd
- EBSA 401(k)
- PART near Union Bank & Trust Company 401(k) Plan
- TYPE ind #3676
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 →
Hocking & Schulenberg, LLC Profit Sharing Plan in the asset neighbourhood
Hocking & Schulenberg, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Hocking & Schulenberg, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 45.11529497902221% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $694K |
| 2023 | 1 | 5 | $854K |
| 2024 | 1 | 5 | $1M |
Hocking & Schulenberg, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $854K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $153K |
| Employer EIN | 470806082 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
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
Hocking & Schulenberg, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Union Bank & Trust Company 401(k) Plan in TN ($1M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Union Bank & Trust Company 401(k) Plan (TN) $1M · 13
- Pender's 401(k) Plan (TX) $1M · 9
- Kc Property 401(k) (MO) $1M · 1
- Quane Mccoll, PLLC 401(k) Plan (ID) $1M · 7
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.