Nelnet 401(k) plan

Nelnet, Inc., Lincoln, NE. EIN 84-0748903. Annual reports 2009–2024.

Nelnet, Inc. has one active retirement plan on file, the Nelnet 401(k) Plan, with 10,864 participants and $755 million in assets in 2024. Union Bank & Trust has been its recordkeeper since 2009. No traditional pension plan appears in Nelnet's filings since 2009.

Active plans: 1
Participants: 10,864
Plan assets: $755 million
401(k) recordkeeper: Union Bank & Trust
Plans on file: 1
Industry: Finance and insurance

The plan

Nelnet 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 84-0748903
Participants (2024): 10,864
Net assets (2024): $755 million
Recordkeeper: Union Bank & Trust2009–2024
Plan administrator: Nelnet, Inc.
121 S 13TH Street, Ste 201
Lincoln, NE 68508
(402) 458-2303As filed for 2024
In effect since: April 1, 1998

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,864	$755 million	Union Bank & Trust
2023	11,261	$674 million	Union Bank & Trust
2022	10,947	$556 million	Union Bank & Trust
2021	8,585	$658 million	Union Bank & Trust
2020	7,949	$560 million	Union Bank & Trust
2019	7,487	$271 million	Union Bank & Trust
2018	5,752	$200 million	Union Bank & Trust
2017	5,149	$208 million	Union Bank & Trust
2016	4,397	$168 million	Union Bank & Trust
2015	4,311	$152 million	Union Bank & Trust
2014	3,640	$152 million	Union Bank & Trust
2013	3,338	$140 million	Union Bank & Trust
2012	3,146	$110 million	Union Bank & Trust
2011	2,960	$92.2 million	Union Bank & Trust
2010	2,748	$89.4 million	Union Bank & Trust
2009	2,466	$74.5 million	Union Bank & Trust

If you had money in one of these plans

Call Union Bank & Trust, which runs the Nelnet 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((402) 458-2303). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Nelnet 401(k) Plan

If you had money in one of these plans

What these numbers are

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