401(k) · DOL Form 5500 · 2024
Dana F. Cole & Company, LLP 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 187
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $75,823
- Avg per participant Below avg balance/head
Official DOL plan name: Dana F. Cole & Company, LLP 401(k) Retirement Plan · Sponsored by Dana F. Cole & Company, LLP · Nebraska · Professional & Technical Services
$14M in assets, 187 participants
Dana F. Cole & Company, LLP's Dana F. Cole & Company, LLP 401(k) Retirement Plan reported $14M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,560 in Professional & Technical Services (20,173 peers)
Coverage in Nebraska
Dana F. Cole & Company, LLP 401(k) Retirement Plan covers 187 participants in Nebraska, about 34% of the average Nebraska filer (state average ~552 per filing). Assets: $14M.
- #12,560
- in Professional & Technical Services (20,173 peers)
- -3.9%
- assets change YoY
The plan reported a net loss of $569K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dana F. Cole & Company, LLP 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Dana F. Cole & Company, LLP 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,178,944 Top 37% higher than 63% 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
Dana F. Cole & Company, LLP 401(k) Retirement 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. Dana F. Cole & Company, LLP 401(k) Retirement Plan sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dana F. Cole & Company, LLP 401(k) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$569K in the plan year 2024 filing.
- Dana F. Cole & Company, LLP 401(k) Retirement Plan end-of-year assets fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Dana F. Cole & Company, LLP 401(k) Retirement Plan reported participants fell from 194 in the plan year 2023 filing to 187 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 470526649 · Dana F. Cole & Company, LLP PY 2024 · 401(k)
Dana F. Cole & Company, LLP 401(k) Retirement Plan · $14M · 187 · 63rd
- BOOK $14M
- BOOK 187
- BOOK 63rd
- BOOK 401(k)
- BOOK near Arete Advisors, LLC 401(k) Plan
- BOOK ind #12560
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 →
Dana F. Cole & Company, LLP 401(k) Retirement Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$569K |
| Employer EIN | 470526649 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dana F. Cole & Company, LLP)
Sponsor-wide plan assets over time
All Dana F. Cole & Company, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 5.60467424117614% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $13M |
| 2023 | 1 | 194 | $15M |
| 2024 | 1 | 187 | $14M |
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
Dana F. Cole & Company, LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Arete Advisors, LLC 401(k) Plan in FL ($14M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Arete Advisors, LLC 401(k) Plan (FL) $14M · 252
- Lucas, Horsfall, Murphy & Pindroh, LLP 401(k) Plan (CA) $14M · 130
- Gallegos Masonry, Inc. 401(k) Plan (CO) $14M · 159
- Pediatrics West, P.C. 401(k) Profit Sharing Plan (MA) $14M · 130
Similar participant headcount
Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.
- Media Iq Digital N.a. 401(k) Plan (NY) 187 · 0 off
- Pats Aircraft, LLC 401(k) Plan (DE) 187 · 0 off
- Rrvw-Tcw Incentive Compensation Savings Plan (ND) 187 · 0 off
- Miromar Development Corporation 401(k) Plan (FL) 187 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.