401(k) · DOL Form 5500 · 2022

Nelson & Nelson Profit-Sharing Plan 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
16
Participants Small participant base
62nd
Percentile by assets National rank
$534,717
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nelson & Nelson Profit Sharing Plan · Sponsored by Nelson & Nelson Profit-Sharing Plan · Illinois · Professional & Technical Services

$9M in assets, 16 participants

Nelson & Nelson Profit-Sharing Plan's Nelson & Nelson Profit Sharing Plan reported $9M in total assets and 16 participants in its 2022 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.

  • #12,958 in Professional & Technical Services (21,562 peers)

Nelson & Nelson Profit-Sharing Plan multi-year trail

Nelson & Nelson Profit-Sharing Plan's plans moved +29.4% in assets from 2022 to 2024; this filing shows Nelson & Nelson Profit Sharing Plan at $9M / 16 participants.

#12,958
in Professional & Technical Services (21,562 peers)
-12.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nelson & Nelson Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nelson & Nelson Profit Sharing Plan vs every filed plan by assets

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

$8,555,476 Top 38% higher than 62% 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

Nelson & Nelson Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson & Nelson Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 371287847 · Nelson & Nelson Profit-Sharing Plan PY 2022 · 401(k)

Nelson & Nelson Profit Sharing Plan · $9M · 16 · 62nd

  • IND $9M
  • IND 16
  • IND 62nd
  • IND 401(k)
  • IND near Evergreen Healthcare Partners, Inc. 401(k) Plan
  • IND ind #12958

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 Illinois →

Nelson & Nelson Profit Sharing Plan in the asset neighbourhood

Nelson & Nelson Profit Sharing PlanNelson & Nelson Profit Shari…$9MEvergreen Healthcare Partners, Inc. 401(k) PlanEvergreen Healthcare Partner…$9MThk Manufacturing of America, Inc. 401(k) Retirement Plan and TrustThk Manufacturing of America…$9MBreeze Aviation Group 401(k) PlanBreeze Aviation Group 401(k)…$9MExecutech 401(k) Plan$9M
End-of-year total assets ($M) among Nelson & Nelson Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nelson & Nelson Profit-Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Nelson & Nelson Profit-Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.428672349732498% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.56M $11.1M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 16 $9M
2023 1 17 $10M
2024 1 16 $11M

Nelson & Nelson Profit-Sharing Plan filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN371287847
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Nelson & Nelson Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Nelson & Nelson Profit Sharing Plan, Total assets ($B): 0.008555476 · Participants: 16Nelson & Nelson Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Nelson & Nelson Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Nelson & Nelson Profit Sharing Plan side-by-side with 3 peers →

Nelson & Nelson Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Evergreen Healthcare Partners, Inc. 401(k) Plan in WI ($9M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); 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 Nelson & Nelson Profit Sharing Plan assets move in 2022? ▼
Nelson & Nelson Profit Sharing Plan pulled back noticeably - down 12.0% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Nelson & Nelson Profit-Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson & Nelson Profit-Sharing Plan's sponsor-wide assets grew 29.4%, from $9M to $11M.
Which 401(k) plans are similar in size to Nelson & Nelson Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evergreen Healthcare Partners, Inc. 401(k) Plan in WI ($9M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Nelson & Nelson Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 371287847.

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.