401(k) · DOL Form 5500 · 2024
Trego/Dugan Aviation, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2,248
- Participants Above avg headcount
- 28th
- Percentile by assets National rank
- $799
- Avg per participant Low balance/head
Official DOL plan name: Trego-Dugan 401(k) Plan · Sponsored by Trego/Dugan Aviation, Inc. · Nebraska · Transportation & Warehousing
$2M in assets, 2,248 participants
Trego/Dugan Aviation, Inc.'s Trego-Dugan 401(k) Plan reported $2M in total assets and 2,248 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #956 in Transportation & Warehousing (3,299 peers)
Coverage in Nebraska
Trego-Dugan 401(k) Plan covers 2,248 participants in Nebraska, 4.1x the typical Nebraska plan (state average ~552 per filing). Assets: $2M.
- #956
- in Transportation & Warehousing (3,299 peers)
- +67.5%
- assets growth YoY
Trego-Dugan 401(k) Plan among the smaller filed plans by assets
Trego-Dugan 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,796,204 28th percentile higher than 28% 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
Trego-Dugan 401(k) 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. Trego-Dugan 401(k) Plan lands in the large band (2,248 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trego-Dugan 401(k) Plan reported net income rose from $398K in the plan year 2023 filing to $725K in the plan year 2024 filing.
- Trego-Dugan 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Trego-Dugan 401(k) Plan reported participants rose from 1,416 in the plan year 2023 filing to 2,248 in the plan year 2024 filing.
DOL schedule card
Filing strip 470497791 · Trego/Dugan Aviation, Inc. PY 2024 · 401(k)
Trego-Dugan 401(k) Plan · $2M · 2,248 · 28th
- EBSA $2M
- EBSA 2,248
- EBSA 28th
- EBSA 401(k)
- EBSA near Mcmillan Enterprises Retirement Plan
- EBSA ind #956
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 Transportation & Warehousing retirement plans → · Plans in Nebraska →
Trego-Dugan 401(k) Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $725K |
| Employer EIN | 470497791 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trego/Dugan Aviation, Inc.)
Sponsor-wide plan assets over time
All Trego/Dugan Aviation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 157.31332935087335% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $698K |
| 2023 | 1 | 1,416 | $1M |
| 2024 | 1 | 2,248 | $2M |
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
Trego-Dugan 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Mcmillan Enterprises Retirement Plan in CA ($2M); by covered participants it is Carilion Clinic 401(k) Retirement Savings Plan in VA (2,248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,248 participants); asset peers above are excluded.
- Carilion Clinic 401(k) Retirement Savings Plan (VA) 2,248 · 0 off
- Warner Music Group 401(k) Plan (NY) 2,247 · 1 off
- Electrolux Home Products, Inc. Retirement Savings Plan (NC) 2,247 · 1 off
- Bio-Techne Corporation and Affiliates Profit Sharing and Savings Plan (MN) 2,249 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.