ESOP · DOL Form 5500 · 2022

Nelco Products Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
40
Participants Small participant base
77th
Percentile by assets National rank
$490,093
Avg per participant High balance/head
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Official DOL plan name: Nelco Products, Inc. Employee Stock Ownership Plan · Sponsored by Nelco Products Inc. · Massachusetts · Wholesale Trade

$20M in assets, 40 participants

Nelco Products Inc.'s Nelco Products, Inc. Employee Stock Ownership Plan reported $20M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,089 in Wholesale Trade (6,843 peers)

Where Nelco Products, Inc. Employee Stock Ownership Plan sits by assets

Nelco Products, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $20M for 40 participants (~$490,093/participant), up 16.0% in 2022.

#5,089
in Wholesale Trade (6,843 peers)
+16.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Nelco Products, Inc. Employee Stock Ownership Plan's outsized position by total assets

Nelco Products, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,603,712 Top 23% higher than 77% 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

Nelco Products, Inc. Employee Stock Ownership 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. Nelco Products, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042837729 · Nelco Products Inc. PY 2022 · ESOP

Nelco Products, Inc. Employee Stock Ownership Plan · $20M · 40 · 77th

  • PCT $20M
  • EIN 40
  • RANK 77th
  • PHOTO ESOP
  • IND near Bernards Holdings, Inc. Employee Stock Ownership Plan
  • EOY ind #5089

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 What is an ESOP? → · Plans in Massachusetts →

Nelco Products, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Life's Abundance Inc Employee Stock Ownership PlanLife's Abundance Inc Employe…$20MNelco Products, Inc. Employee Stock Ownership PlanNelco Products, Inc. Employe…$20MBernards Holdings, Inc. Employee Stock Ownership PlanBernards Holdings, Inc. Empl…$20MKline Electric, Inc. Employee Stock Ownership PlanKline Electric, Inc. Employe…$20MMedler Electric Company Employee Stock Ownership Plan and TrustMedler Electric Company Empl…$20M
End-of-year total assets ($M) among Nelco Products, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN042837729
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nelco Products Inc.)

Sponsor-wide plan assets over time

All Nelco Products Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 5.044335480953811% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.6M $20.6M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 40 $20M
2023 1 37 $24M
2024 1 35 $21M

Nearby ESOP Plans in Massachusetts

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

Nelco Products, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Nelco Products, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.603712 · Participants: 40Nelco Products, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Nelco Products, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Nelco Products, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Nelco Products, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Bernards Holdings, Inc. Employee Stock Ownership Plan in CA ($20M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Nelco Products, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Nelco Products, Inc. Employee Stock Ownership Plan grew sharply - up 16.0% during 2022, from $17M to $20M. Reported net income was $3M.
How have Nelco Products Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelco Products Inc.'s sponsor-wide assets grew 5.0%, from $20M to $21M.
Where does Nelco Products, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Nelco Products, Inc. Employee Stock Ownership Plan ranks in the 77th 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 ESOP plans are similar in size to Nelco Products, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bernards Holdings, Inc. Employee Stock Ownership Plan in CA ($20M, 391 participants).
Which ESOP plans cover a similar participant headcount to Nelco Products, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suiteamerica Employee Stock Ownership Plan in CA (40 participants, N/A 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 042837729.

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.