Defined Benefit (Pension) · DOL Form 5500 · 2024

Lauritzen Corporation Pension Plan

Data updated 2026-08-25

$257K
Total assets Small plan by assets
120
Participants Small participant base
12th
Percentile by assets National rank
$2,142
Avg per participant Low balance/head
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Official DOL plan name: Bankers Pension Plan and Trust, 1975 · Sponsored by Lauritzen Corporation · Nebraska · Finance & Insurance

$257K in assets, 120 participants

Lauritzen Corporation's Bankers Pension Plan and Trust, 1975 reported $257K in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #538 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Bankers Pension Plan and Trust, 1975 covers 120 participants in Nebraska, about 22% of the average Nebraska filer (state average ~552 per filing). Assets: $257K.

#538
in Finance & Insurance (8,549 peers)
-99.0%
assets change YoY

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bankers Pension Plan and Trust, 1975 among the smaller filed plans by assets

Bankers Pension Plan and Trust, 1975 vs every filed plan by assets

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

$257,017 12th percentile higher than 12% 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

Bankers Pension Plan and Trust, 1975 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. Bankers Pension Plan and Trust, 1975 sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bankers Pension Plan and Trust, 1975 reported net income fell from $331K in the plan year 2023 filing to -$27M in the plan year 2024 filing.
  • Bankers Pension Plan and Trust, 1975 end-of-year assets fell from $27M in the plan year 2023 filing to $257K in the plan year 2024 filing.
  • Bankers Pension Plan and Trust, 1975 reported participants fell from 129 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 470444651 · Lauritzen Corporation PY 2024 · Defined Benefit (Pension)

Bankers Pension Plan and Trust, 1975 · $257K · 120 · 12th

  • IND $257K
  • EOY 120
  • 5500 12th
  • ASSETS Defined Benefit (Pension)
  • PCT near Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust
  • EIN ind #538

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 Finance & Insurance retirement plans → · Plans in Nebraska →

Bankers Pension Plan and Trust, 1975 in the asset neighbourhood

Bankers Pension Plan and Trust, 1975Bankers Pension Plan and Tru…$257KKlein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & TrustKlein, Paull, Holleb & Jacob…$258KLaw Offices of David B. Gardner Defined Benefit Pension PlanLaw Offices of David B. Gard…$256KLocal 413 Pension Trust Fund$258KAvox Systems Union Pension PlanAvox Systems Union Pension P…$259K
End-of-year total assets ($M) among Bankers Pension Plan and Trust, 1975 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$57K
Net Income-$27M
Employer EIN470444651
Plan Effective Date1975-11-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Lauritzen Corporation)

Sponsor-wide plan assets over time

All Lauritzen Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$94M 13.175897815403898% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $108M $93.8M ▼ -13.2%
Year Plans Participants Total Assets
2022 2 648 $108M
2023 2 725 $123M
2024 2 708 $94M

Nearby Defined Benefit (Pension) Plans in Nebraska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bankers Pension Plan and Trust, 1975 vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Bankers Pension Plan and Trust, 1975, Total assets ($B): 0.000257017 · Participants: 120Bankers Pension Plan and Trust, 1975Berkshire Hathaway Consolidated Pension Plan, Total assets ($B): 5.15539935 · Participants: 9020Berkshire Hathaway Consolidated Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.052923429 · Participants: 3382Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesMutual of Omaha Retirement Income Plan, Total assets ($B): 0.960447908 · Participants: 415Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.827522361 · Participants: 257Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.379187928 · Participants: 1105The Restated Ag Processing Inc Retirement Plan
Bankers Pension Plan and Trust, 1975 vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Bankers Pension Plan and Trust, 1975 side-by-side with 3 peers →

Bankers Pension Plan and Trust, 1975's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust in IL ($258K); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Bankers Pension Plan and Trust, 1975 assets move in 2024? ▼
Bankers Pension Plan and Trust, 1975 contracted severely - down 99.0% during 2024, from $27M to $257K. Reported net income was -$27M.
How have Lauritzen Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lauritzen Corporation's sponsor-wide assets declined 13.2%, from $108M to $94M.
Where does Bankers Pension Plan and Trust, 1975 rank by assets among Form 5500 filers? ▼
Bankers Pension Plan and Trust, 1975 ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Bankers Pension Plan and Trust, 1975? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust in IL ($258K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bankers Pension Plan and Trust, 1975? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (120 participants, $34M 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 470444651.

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.