401(k) · DOL Form 5500 · 2024

Koley Jessen P.C., L.L.O. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
199
Participants Below avg headcount
86th
Percentile by assets National rank
$311,402
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Koley Jessen P.C. 401(k) Plan · Sponsored by Koley Jessen P.C., L.L.O. · Nebraska · Professional & Technical Services

$62M in assets, 199 participants

Koley Jessen P.C., L.L.O.'s Koley Jessen P.C. 401(k) Plan reported $62M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,637 in Professional & Technical Services (20,173 peers)

Coverage in Nebraska

Koley Jessen P.C. 401(k) Plan covers 199 participants in Nebraska, about 36% of the average Nebraska filer (state average ~552 per filing). Assets: $62M.

#17,637
in Professional & Technical Services (20,173 peers)
+16.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Koley Jessen P.C. 401(k) Plan's outsized position by total assets

Koley Jessen P.C. 401(k) Plan vs every filed plan by assets

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

$61,968,993 Top 14% higher than 86% 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

Koley Jessen P.C. 401(k) 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. Koley Jessen P.C. 401(k) Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koley Jessen P.C. 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Koley Jessen P.C. 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Koley Jessen P.C. 401(k) Plan reported participants fell from 202 in the plan year 2023 filing to 199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470712652 · Koley Jessen P.C., L.L.O. PY 2024 · 401(k)

Koley Jessen P.C. 401(k) Plan · $62M · 199 · 86th

  • PHOTO $62M
  • PHOTO 199
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Western Reserve Group 401(k) Profit Sharing Plan
  • PHOTO ind #17637

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 →

Koley Jessen P.C. 401(k) Plan in the asset neighbourhood

Mortenson Dental Partners 401(k) PlanMortenson Dental Partners 40…$62MKoley Jessen P.C. 401(k) Plan$62MWestern Reserve Group 401(k) Profit Sharing PlanWestern Reserve Group 401(k)…$62MImc Companies, LLC Retirement PlanImc Companies, LLC Retiremen…$62MFrontier Technology, Inc. 401(k) PlanFrontier Technology, Inc. 40…$62M
End-of-year total assets ($M) among Koley Jessen P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$62M
Net Income$9M
Employer EIN470712652
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koley Jessen P.C., L.L.O.)

Sponsor-wide plan assets over time

All Koley Jessen P.C., L.L.O. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 43.51604934771973% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.2M $62M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 184 $43M
2023 1 202 $53M
2024 1 199 $62M

Nearby 401(k) Plans in Nebraska

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

Koley Jessen P.C. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Koley Jessen P.C. 401(k) Plan, Total assets ($B): 0.061968993 · Participants: 199Koley Jessen P.C. 401(k) 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
Koley Jessen P.C. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Koley Jessen P.C. 401(k) Plan side-by-side with 3 peers →

Koley Jessen P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Western Reserve Group 401(k) Profit Sharing Plan in OH ($62M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Koley Jessen P.C. 401(k) Plan assets move in 2024? ▼
Koley Jessen P.C. 401(k) Plan grew sharply - up 16.3% during 2024, from $53M to $62M. Reported net income was $9M.
How have Koley Jessen P.C., L.L.O. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koley Jessen P.C., L.L.O.'s sponsor-wide assets grew 43.5%, from $43M to $62M.
Where does Koley Jessen P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Koley Jessen P.C. 401(k) Plan ranks in the 86th 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 Koley Jessen P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Reserve Group 401(k) Profit Sharing Plan in OH ($62M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Koley Jessen P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cascade Services, Inc. 401(k) Plan in UT (199 participants, N/A 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 470712652.

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.