401(k) · DOL Form 5500 · 2022

Carl a. Nelson & Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
82
Participants Small participant base
78th
Percentile by assets National rank
$255,970
Avg per participant Above avg balance/head
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Official DOL plan name: Carl a. Nelson & Company 401(k) Plan · Sponsored by Carl a. Nelson & Company · Iowa · Construction

$21M in assets, 82 participants

Carl a. Nelson & Company's Carl a. Nelson & Company 401(k) Plan reported $21M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,674 in Construction (9,927 peers)

Where Carl a. Nelson & Company 401(k) Plan sits by assets

Carl a. Nelson & Company 401(k) Plan sits in the top quartile of all filed plans by assets, $21M for 82 participants (~$255,970/participant), down 28.4% in 2022.

#7,674
in Construction (9,927 peers)
-28.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carl a. Nelson & Company 401(k) Plan's outsized position by total assets

Carl a. Nelson & Company 401(k) Plan vs every filed plan by assets

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

$20,989,505 Top 22% higher than 78% 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

Carl a. Nelson & Company 401(k) 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. Carl a. Nelson & Company 401(k) Plan is a small filing (82 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 420635367 · Carl a. Nelson & Company PY 2022 · 401(k)

Carl a. Nelson & Company 401(k) Plan · $21M · 82 · 78th

  • TYPE $21M
  • NET 82
  • BOOK 78th
  • VS-ST 401(k)
  • BOY near Pencor Services, Inc. 401(k) Salary Reduction Plan
  • SCH ind #7674

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 Construction retirement plans → · Plans in Iowa →

Carl a. Nelson & Company 401(k) Plan in the asset neighbourhood

Carl a. Nelson & Company 401(k) PlanCarl a. Nelson & Company 401…$21MPencor Services, Inc. 401(k) Salary Reduction PlanPencor Services, Inc. 401(k)…$21MCiti 401(k) Plan$21MAlliance Inspection Management, LLC 401(k) PlanAlliance Inspection Manageme…$21MMoore, Ingram, Johnson & Steele, LLP 401(k) Profit Sharing PlanMoore, Ingram, Johnson & Ste…$21M
End-of-year total assets ($M) among Carl a. Nelson & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$21M
Net Income-$8M
Employer EIN420635367
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carl a. Nelson & Company)

Sponsor-wide plan assets over time

All Carl a. Nelson & Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 27.72555617676548% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21M $26.8M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 82 $21M
2023 1 83 $24M
2024 1 87 $27M

Nearby 401(k) Plans in Iowa

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

Carl a. Nelson & Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Carl a. Nelson & Company 401(k) Plan, Total assets ($B): 0.020989505 · Participants: 82Carl a. Nelson & Company 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Carl a. Nelson & Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Carl a. Nelson & Company 401(k) Plan side-by-side with 3 peers →

Carl a. Nelson & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Pencor Services, Inc. 401(k) Salary Reduction Plan in PA ($21M); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Carl a. Nelson & Company 401(k) Plan assets move in 2022? ▼
Carl a. Nelson & Company 401(k) Plan declined sharply - down 28.4% during 2022, from $29M to $21M. Reported net income was -$8M.
How have Carl a. Nelson & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl a. Nelson & Company's sponsor-wide assets grew 27.7%, from $21M to $27M.
Where does Carl a. Nelson & Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Carl a. Nelson & Company 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carl a. Nelson & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pencor Services, Inc. 401(k) Salary Reduction Plan in PA ($21M, 676 participants).
Which 401(k) plans cover a similar participant headcount to Carl a. Nelson & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants, $5M 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 420635367.

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.