401(k) · DOL Form 5500 · 2024

Leo a Daly Company 401(k) Plan

Data updated 2026-08-25

$173M
Total assets Near avg plan size
761
Participants Near avg headcount
94th
Percentile by assets National rank
$226,846
Avg per participant Above avg balance/head
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Official DOL plan name: Leo a. Daly Retirement Savings and Investment Trust · Sponsored by Leo a Daly Company · Nebraska · Professional & Technical Services

$173M in assets, 761 participants

Leo a Daly Company's Leo a. Daly Retirement Savings and Investment Trust reported $173M in total assets and 761 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,109 in Professional & Technical Services (20,173 peers)

Where Leo a. Daly Retirement Savings and Investment Trust sits by assets

Leo a. Daly Retirement Savings and Investment Trust sits in the top 10% of all filed plans by assets, $173M for 761 participants (~$226,846/participant), up 8.0% in 2024.

#19,109
in Professional & Technical Services (20,173 peers)
+8.0%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Leo a. Daly Retirement Savings and Investment Trust's outsized position by total assets

Leo a. Daly Retirement Savings and Investment Trust vs every filed plan by assets

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

$172,629,827 Top 6% higher than 94% 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

Leo a. Daly Retirement Savings and Investment Trust 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. Leo a. Daly Retirement Savings and Investment Trust sits mid-pack in the medium band (761 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Leo a. Daly Retirement Savings and Investment Trust reported net income fell from $26M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Leo a. Daly Retirement Savings and Investment Trust end-of-year assets rose from $160M in the plan year 2023 filing to $173M in the plan year 2024 filing.
  • Leo a. Daly Retirement Savings and Investment Trust reported participants rose from 741 in the plan year 2023 filing to 761 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 470363104 · Leo a Daly Company PY 2024 · 401(k)

Leo a. Daly Retirement Savings and Investment Trust · $173M · 761 · 94th

  • EOY $173M
  • 5500 761
  • ASSETS 94th
  • PCT 401(k)
  • EIN near First Mid Bancshares, Inc. 401(k) Profit Sharing Plan
  • RANK ind #19109

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 →

Leo a. Daly Retirement Savings and Investment Trust in the asset neighbourhood

Flexcon Holdings Trust Retirement PlanFlexcon Holdings Trust Retir…$173MTudor Investment Corporation 401(k) Savings and Profit-Sharing PlanTudor Investment Corporation…$173MFirst Mid Bancshares, Inc. 401(k) Profit Sharing PlanFirst Mid Bancshares, Inc. 4…$173MLeo a. Daly Retirement Savings and Investment TrustLeo a. Daly Retirement Savin…$173MCommissioning Agents Inc Employee Stock Ownership & 401(k) PlanCommissioning Agents Inc Emp…$173M
End-of-year total assets ($M) among Leo a. Daly Retirement Savings and Investment Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$160M
Net Assets (End of Year)$173M
Net Income$13M
Employer EIN470363104
Plan Effective Date1953-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leo a Daly Company)

Sponsor-wide plan assets over time

All Leo a Daly Company plans reported in each filing year

Latest sponsor-wide plan assets
$173M 29.212180205147202% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $134M $173M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 736 $134M
2023 1 741 $160M
2024 1 761 $173M

Nearby 401(k) Plans in Nebraska

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

Leo a. Daly Retirement Savings and Investment Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Leo a. Daly Retirement Savings and Investment Trust, Total assets ($B): 0.172629827 · Participants: 761Leo a. Daly Retirement Savings and Investment TrustHdr, 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
Leo a. Daly Retirement Savings and Investment Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Leo a. Daly Retirement Savings and Investment Trust side-by-side with 3 peers →

Leo a. Daly Retirement Savings and Investment Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is First Mid Bancshares, Inc. 401(k) Profit Sharing Plan in IL ($173M); by covered participants it is Scopely Inc. 401(k) Plan in CA (761 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (761 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 Leo a. Daly Retirement Savings and Investment Trust assets move in 2024? ▼
Leo a. Daly Retirement Savings and Investment Trust grew at a solid clip - up 8.0% during 2024, from $160M to $173M. Reported net income was $13M.
How have Leo a Daly Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leo a Daly Company's sponsor-wide assets grew 29.2%, from $134M to $173M.
Where does Leo a. Daly Retirement Savings and Investment Trust rank by assets among Form 5500 filers? ▼
Leo a. Daly Retirement Savings and Investment Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Leo a. Daly Retirement Savings and Investment Trust? ▼
Among 401(k) plans in other states, the closest by assets is First Mid Bancshares, Inc. 401(k) Profit Sharing Plan in IL ($173M, 1,210 participants).
Which 401(k) plans cover a similar participant headcount to Leo a. Daly Retirement Savings and Investment Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Scopely Inc. 401(k) Plan in CA (761 participants, $70M 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 470363104.

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.