401(k) · DOL Form 5500 · 2024

Paulsen, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
223
Participants Below avg headcount
62nd
Percentile by assets National rank
$58,827
Avg per participant Low balance/head
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Official DOL plan name: Paulsen, Inc. 401(k) Profit Sharing Plan · Sponsored by Paulsen, Inc. · Nebraska · Construction

$13M in assets, 223 participants

Paulsen, Inc.'s Paulsen, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,430 in Construction (9,039 peers)

Coverage in Nebraska

Paulsen, Inc. 401(k) Profit Sharing Plan covers 223 participants in Nebraska, about 40% of the average Nebraska filer (state average ~552 per filing). Assets: $13M.

#5,430
in Construction (9,039 peers)
+3.9%
assets growth YoY

Paulsen, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Paulsen, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,118,401 Top 38% higher than 62% 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

Paulsen, Inc. 401(k) Profit Sharing 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. Paulsen, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Paulsen, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $501K in the plan year 2024 filing.
  • Paulsen, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Paulsen, Inc. 401(k) Profit Sharing Plan reported participants rose from 216 in the plan year 2023 filing to 223 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 470397153 · Paulsen, Inc. PY 2024 · 401(k)

Paulsen, Inc. 401(k) Profit Sharing Plan · $13M · 223 · 62nd

  • EBSA $13M
  • EBSA 223
  • EBSA 62nd
  • EBSA 401(k)
  • EBSA near Project Home 401(k) Plan
  • EBSA ind #5430

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 Construction retirement plans → · Plans in Nebraska →

Paulsen, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Paulsen, Inc. 401(k) Profit Sharing PlanPaulsen, Inc. 401(k) Profit …$13MProject Home 401(k) Plan$13MValmetal 401(k) Plan$13MTrivium Packaging Bargaining 401(k) PlanTrivium Packaging Bargaining…$13MGreat Lakes Plumbing and Heating Company Retirement PlanGreat Lakes Plumbing and Hea…$13M
End-of-year total assets ($M) among Paulsen, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$501K
Employer EIN470397153
Plan Effective Date1968-01-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Paulsen, Inc.)

Sponsor-wide plan assets over time

All Paulsen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.339732024891163% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $13.1M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 232 $10M
2023 1 216 $13M
2024 1 223 $13M

Nearby 401(k) Plans in Nebraska

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

Paulsen, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Paulsen, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013118401 · Participants: 223Paulsen, Inc. 401(k) Profit Sharing 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
Paulsen, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Paulsen, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Project Home 401(k) Plan in PA ($13M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Paulsen, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Paulsen, Inc. 401(k) Profit Sharing Plan edged up modestly - up 3.9% during 2024, from $13M to $13M. Reported net income was $501K.
How have Paulsen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paulsen, Inc.'s sponsor-wide assets grew 28.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Paulsen, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Project Home 401(k) Plan in PA ($13M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Paulsen, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adaptimmune LLC Retirement Plan in PA (223 participants, $28M 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 470397153.

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.