ESOP · DOL Form 5500 · 2022

The Nelson Company, Inc. of Fairfield, Iowa ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
29
Participants Small participant base
42nd
Percentile by assets National rank
$109,656
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nelco Employee Stock Ownership Plan and Trust · Sponsored by The Nelson Company, Inc. of Fairfield, Iowa · Iowa · Manufacturing

$3M in assets, 29 participants

The Nelson Company, Inc. of Fairfield, Iowa's Nelco Employee Stock Ownership Plan and Trust reported $3M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,106 in Manufacturing (20,602 peers)

The Nelson Company, Inc. of Fairfield, Iowa multi-year trail

The Nelson Company, Inc. of Fairfield, Iowa's plans moved +49.2% in assets from 2022 to 2024; this filing shows Nelco Employee Stock Ownership Plan and Trust at $3M / 29 participants.

#5,106
in Manufacturing (20,602 peers)
+9.3%
assets growth YoY

Nelco Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Nelco Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$3,180,037 42nd percentile higher than 42% 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 Employee Stock Ownership Plan and Trust 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 Employee Stock Ownership Plan and Trust is a small filing (29 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 421068264 · The Nelson Company, Inc. of Fairfield, Iowa PY 2022 · ESOP

Nelco Employee Stock Ownership Plan and Trust · $3M · 29 · 42nd

  • RANK $3M
  • PHOTO 29
  • IND 42nd
  • EOY ESOP
  • 5500 near Diamond Screw Products, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5106

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 Iowa →

Nelco Employee Stock Ownership Plan and Trust in the asset neighbourhood

Micro USA, Inc. Employee Stock Ownership PlanMicro USA, Inc. Employee Sto…$3MNelco Employee Stock Ownership Plan and TrustNelco Employee Stock Ownersh…$3MDiamond Screw Products, Inc. Employee Stock Ownership PlanDiamond Screw Products, Inc.…$3MGis Surveyors, Inc. Employee Stock Ownership PlanGis Surveyors, Inc. Employee…$3MGeneral Sheet Metal Employee Stock Ownership PlanGeneral Sheet Metal Employee…$3M
End-of-year total assets ($M) among Nelco Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The Nelson Company, Inc. of Fairfield, Iowa multi-year asset trail

Sponsor-wide plan assets over time

All The Nelson Company, Inc. of Fairfield, Iowa plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.15556013970907% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.18M $4.74M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 34 $5M
2024 1 34 $5M

The Nelson Company, Inc. of Fairfield, Iowa filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$270K
Employer EIN421068264
Plan Effective Date2003-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Nelco Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Nelco Employee Stock Ownership Plan and Trust, Total assets ($M): 3.180037 · Participants: 29Nelco Employee Stock Ownership Plan and TrustEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Nelco Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Nelco Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Nelco Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Diamond Screw Products, Inc. Employee Stock Ownership Plan in KY ($3M); by covered participants it is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Nelco Employee Stock Ownership Plan and Trust grew at a solid clip - up 9.3% during 2022, from $3M to $3M. Reported net income was $270K.
How have The Nelson Company, Inc. of Fairfield, Iowa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nelson Company, Inc. of Fairfield, Iowa's sponsor-wide assets grew 49.2%, from $3M to $5M.
Which ESOP plans are similar in size to Nelco Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Diamond Screw Products, Inc. Employee Stock Ownership Plan in KY ($3M, 22 participants).
Which ESOP plans cover a similar participant headcount to Nelco Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 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 421068264.

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.