401(k) · DOL Form 5500 · 2024

Trotter, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
275
Participants Below avg headcount
53rd
Percentile by assets National rank
$32,130
Avg per participant Low balance/head
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Official DOL plan name: Trotter, Inc. 401(k) Plan · Sponsored by Trotter, Inc. · Nebraska · Agriculture, Forestry & Fishing

$9M in assets, 275 participants

Trotter, Inc.'s Trotter, Inc. 401(k) Plan reported $9M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #700 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Nebraska

Trotter, Inc. 401(k) Plan covers 275 participants in Nebraska, about 50% of the average Nebraska filer (state average ~552 per filing). Assets: $9M.

#700
in Agriculture, Forestry & Fishing (1,217 peers)
+15.3%
assets growth YoY

Trotter, Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Trotter, Inc. 401(k) Plan vs every filed plan by assets

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

$8,835,638 Top 47% higher than 53% 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

Trotter, Inc. 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. Trotter, Inc. 401(k) Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trotter, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Trotter, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Trotter, Inc. 401(k) Plan reported participants rose from 266 in the plan year 2023 filing to 275 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 470580954 · Trotter, Inc. PY 2024 · 401(k)

Trotter, Inc. 401(k) Plan · $9M · 275 · 53rd

  • EBSA $9M
  • EBSA 275
  • EBSA 53rd
  • EBSA 401(k)
  • EBSA near The Woodstock Resort Corporation Profit Sharing Plan
  • EBSA ind #700

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Nebraska →

Trotter, Inc. 401(k) Plan in the asset neighbourhood

Trotter, Inc. 401(k) Plan$9MThe Woodstock Resort Corporation Profit Sharing PlanThe Woodstock Resort Corpora…$9MMedical Arts Complex Dental Center, S.C. Profit Sharing 401(k) PlanMedical Arts Complex Dental …$9MFusion92 401(k) Savings & Retirement PlanFusion92 401(k) Savings & Re…$9MDuncan Family Farms, LLC 401(k) Plan and TrustDuncan Family Farms, LLC 401…$9M
End-of-year total assets ($M) among Trotter, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN470580954
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trotter, Inc.)

Sponsor-wide plan assets over time

All Trotter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 38.45665898667699% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.38M $8.84M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 249 $6M
2023 1 266 $8M
2024 1 275 $9M

Nearby 401(k) Plans in Nebraska

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

Trotter, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Trotter, Inc. 401(k) Plan, Total assets ($B): 0.008835638 · Participants: 275Trotter, Inc. 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
Trotter, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Trotter, Inc. 401(k) Plan side-by-side with 3 peers →

Trotter, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is The Woodstock Resort Corporation Profit Sharing Plan in VT ($9M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Trotter, Inc. 401(k) Plan assets move in 2024? ▼
Trotter, Inc. 401(k) Plan grew sharply - up 15.3% during 2024, from $8M to $9M. Reported net income was $1M.
How have Trotter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trotter, Inc.'s sponsor-wide assets grew 38.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Trotter, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Woodstock Resort Corporation Profit Sharing Plan in VT ($9M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Trotter, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (275 participants, $43M 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 470580954.

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.