401(k) · DOL Form 5500 · 2024

Omaha Zoological Society 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
367
Participants Below avg headcount
76th
Percentile by assets National rank
$75,758
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Omaha Zoological Society Retirement Plan and Trust · Sponsored by Omaha Zoological Society · Nebraska · Arts, Entertainment & Recreation

$28M in assets, 367 participants

Omaha Zoological Society's Omaha Zoological Society Retirement Plan and Trust reported $28M in total assets and 367 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,497 in Arts, Entertainment & Recreation (2,921 peers)

Where Omaha Zoological Society Retirement Plan and Trust sits by assets

Omaha Zoological Society Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 367 participants (~$75,758/participant), up 14.8% in 2024.

#2,497
in Arts, Entertainment & Recreation (2,921 peers)
+14.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Omaha Zoological Society Retirement Plan and Trust's outsized position by total assets

Omaha Zoological Society Retirement Plan and Trust vs every filed plan by assets

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

$27,803,349 Top 24% higher than 76% 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

Omaha Zoological Society Retirement Plan and Trust 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. Omaha Zoological Society Retirement Plan and Trust sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Omaha Zoological Society Retirement Plan and Trust reported participants fell from 480 in the plan year 2023 filing to 367 in the plan year 2024 filing.
  • Omaha Zoological Society Retirement Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Omaha Zoological Society Retirement Plan and Trust end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470469782 · Omaha Zoological Society PY 2024 · 401(k)

Omaha Zoological Society Retirement Plan and Trust · $28M · 367 · 76th

  • TYPE $28M
  • NET 367
  • BOOK 76th
  • VS-ST 401(k)
  • BOY near Abatix Corp. 401(k) Profit Sharing Plan
  • SCH ind #2497

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 Arts, Entertainment & Recreation retirement plans → · Plans in Nebraska →

Omaha Zoological Society Retirement Plan and Trust in the asset neighbourhood

Omaha Zoological Society Retirement Plan and TrustOmaha Zoological Society Ret…$28MAbatix Corp. 401(k) Profit Sharing PlanAbatix Corp. 401(k) Profit S…$28MThe Fay Group 401(k) Plan$28MKinetik 401(k) Plan$28MArkansas Urology, P.a. Profit Sharing Plan and 401(k) PlanArkansas Urology, P.a. Profi…$28M
End-of-year total assets ($M) among Omaha Zoological Society Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN470469782
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Omaha Zoological Society)

Sponsor-wide plan assets over time

All Omaha Zoological Society plans reported in each filing year

Latest sponsor-wide plan assets
$28M 30.869139892755776% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.8M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 319 $21M
2023 1 480 $24M
2024 1 367 $28M

Nearby 401(k) Plans in Nebraska

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

Omaha Zoological Society Retirement Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Omaha Zoological Society Retirement Plan and Trust, Total assets ($B): 0.027803349 · Participants: 367Omaha Zoological Society Retirement Plan and TrustHdr, 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
Omaha Zoological Society Retirement Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Omaha Zoological Society Retirement Plan and Trust side-by-side with 3 peers →

Omaha Zoological Society Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Abatix Corp. 401(k) Profit Sharing Plan in TX ($28M); by covered participants it is The Joint Corp. 401(k) Plan in AZ (367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Omaha Zoological Society Retirement Plan and Trust assets move in 2024? ▼
Omaha Zoological Society Retirement Plan and Trust grew at a solid clip - up 14.8% during 2024, from $24M to $28M. Reported net income was $4M.
How have Omaha Zoological Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Omaha Zoological Society's sponsor-wide assets grew 30.9%, from $21M to $28M.
Where does Omaha Zoological Society Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Omaha Zoological Society Retirement Plan and Trust ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Omaha Zoological Society Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Abatix Corp. 401(k) Profit Sharing Plan in TX ($28M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Omaha Zoological Society Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Joint Corp. 401(k) Plan in AZ (367 participants, $4M 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 470469782.

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.