Profit Sharing · DOL Form 5500 · 2022

Karl S. Nelson Profit Sharing Plan

Data updated 2026-08-25

$866K
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$866,270
Avg per participant High balance/head
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Official DOL plan name: Karl S. Nelson Profit Sharing Plan · Sponsored by Karl S. Nelson · New Jersey · Finance & Insurance

$866K in assets, 1 participants

Karl S. Nelson's Karl S. Nelson Profit Sharing Plan reported $866K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,422 in Finance & Insurance (9,261 peers)

Karl S. Nelson multi-year trail

Karl S. Nelson's plans moved +26.8% in assets from 2022 to 2024; this filing shows Karl S. Nelson Profit Sharing Plan at $866K / 1 participant.

#1,422
in Finance & Insurance (9,261 peers)
-9.9%
assets change YoY

The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Karl S. Nelson Profit Sharing Plan among the smaller filed plans by assets

Karl S. Nelson Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$866,270 24th percentile higher than 24% of 139,123 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 2022

Karl S. Nelson Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Karl S. Nelson Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 900760674 · Karl S. Nelson PY 2022 · Profit Sharing

Karl S. Nelson Profit Sharing Plan · $866K · 1 · 24th

  • VS-ST $866K
  • VS-ST 1
  • VS-ST 24th
  • VS-ST Profit Sharing
  • VS-ST near Kemlyn Road Corporation Retirement Plan
  • VS-ST ind #1422

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 New Jersey →

Karl S. Nelson Profit Sharing Plan in the asset neighbourhood

Karl S. Nelson Profit Sharing PlanKarl S. Nelson Profit Sharin…$866KKemlyn Road Corporation Retirement PlanKemlyn Road Corporation Reti…$866KVander Male Builders Inc Profit Sharing PlanVander Male Builders Inc Pro…$866KDuncan Motivation Inc Profit Sharing PlanDuncan Motivation Inc Profit…$867KSunlight Ventures, Inc. Retirement PlanSunlight Ventures, Inc. Reti…$866K
End-of-year total assets ($M) among Karl S. Nelson Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Karl S. Nelson multi-year asset trail

Sponsor-wide plan assets over time

All Karl S. Nelson plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.845556235353875% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.87M $1.1M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 1 $866K
2023 1 1 $979K
2024 1 1 $1M

Karl S. Nelson filing trail (2022)

Total Assets (Beginning of Year)$961K
Net Assets (End of Year)$866K
Net Income-$95K
Employer EIN900760674
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Karl S. Nelson Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Karl S. Nelson Profit Sharing Plan, Total assets ($B): 0.00086627 · Participants: 1Karl S. Nelson Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
Karl S. Nelson Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Karl S. Nelson Profit Sharing Plan side-by-side with 3 peers →

Karl S. Nelson Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Kemlyn Road Corporation Retirement Plan in CT ($866K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Karl S. Nelson Profit Sharing Plan assets move in 2022? ▼
Karl S. Nelson Profit Sharing Plan pulled back noticeably - down 9.9% during 2022, from $961K to $866K. Reported net income was -$95K.
How have Karl S. Nelson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karl S. Nelson's sponsor-wide assets grew 26.8%, from $866K to $1M.
Where does Karl S. Nelson Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Karl S. Nelson Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Karl S. Nelson Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kemlyn Road Corporation Retirement Plan in CT ($866K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Karl S. Nelson Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 900760674.

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.