Plan5500

Broken Bow, NE Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Broken Bow, NE has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $36,091,465 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Broken Bow

  • 6 loaded plans hold $36.1M in reported assets across 4 sponsors.
  • The largest, The Sargent Companies 401(K) Plan, holds 42% of reported Broken Bow plan assets.
  • Plans cover 956 participants — about 159 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.1MSummed across loaded plans$36,091,465
Total reported assets$36.1M$36,091,465
Total reported participants956
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.1M total assets
Net assets$36.1MLiabilities$0
Contributions & income
Employer contributions$764.9K
Participant contributions$1.8M
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Broken Bow, NE plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Broken Bow market comparison

Largest plan share of assets42%The Sargent Companies 401(K) Plan
Participants per plan159Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Broken Bow

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Sargent Companies 401(K) Plan$15.2M
    Charles Sargent Irrigation, Inc. · 2023
  2. 2
    Adams Land & Cattle, LLC 401(K) Plan$12.3M
    Adams Land & Cattle, LLC · 2023
  3. 3
    Jennie M. Melham Memorial Medical Center 403b Plan$8.7M
    Jennie M. Melham Memorial Medical Center · 2023
  4. 4
    Charles Sargent Irrigation, Inc.'S Health & Welfare Plannot reported in the loaded dataset
    Charles Sargent Irrigation, Inc. · 2023
  5. 5
    Adams Land & Cattle, LLC Benefit Plannot reported in the loaded dataset
    Adams Land & Cattle, LLC · 2023
  6. 6
    Thomas Livestock Health & Welfare Plannot reported in the loaded dataset
    Thomas Livestock Co., Inc. · 2023

Largest plans in Broken Bow → · Broken Bow plans by participants → · Broken Bow plans with financial data → · Broken Bow plans with provider compensation → · $1B+ plans in Broken Bow →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Broken Bow, NE?
6 plan(s) reported by 4 sponsor(s) are loaded for Broken Bow, NE.

Related Form 5500 pages