Money Purchase · DOL Form 5500 · 2022

Nelson Brothers Construction Money Purchase Plan

Data updated 2026-08-11

$2M
Total assets
9
Participants
37th
Percentile by assets
$266,521
Avg per participant
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Official DOL plan name: Nbcc Retirement Plan · Sponsored by Nelson Brothers Construction · Utah · Construction

$2M in assets, 9 participants

Nelson Brothers Construction's Nbcc Retirement Plan reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • 37th percentile by assets (of 139,126 plans)
  • #3,412 in Construction (9,927 peers)

Nelson Brothers Construction multi-year trail

Nelson Brothers Construction's plans moved -22.1% in assets from 2022 to 2024; this filing shows Nbcc Retirement Plan at $2M / 9 participants.

$2M
total plan assets (2022 EOY)
9
covered participants
37th
percentile by assets (of 139,126 plans)
$266,521
avg assets per participant

The plan reported a net loss of $323K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Nelson Brothers Construction across 3 plan years on file

Across the 3 plan years Nelson Brothers Construction has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $2M, a decline of 22.1%, while reported participants moved from 9 to 10 (+11.1%). Peak year by sponsor assets: 2023 ($3M); trough: 2024 ($2M).

Nelson Brothers Construction multi-year asset trail

$1.5M$2M$2.5M$3M 202220232024 $2.4M $1.87M ▼ -22.1%
Total plan assets by year, all Nelson Brothers Construction plans on file
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $3M
2024 1 10 $2M

Nelson Brothers Construction filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$323K
Employer EIN870242060
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Utah

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

Nbcc Retirement Plan vs. nearby Money Purchase plans in Utah, assets vs. participants

Nbcc Retirement Plan vs. nearby Money Purchase plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50050100150 Total assets ($M) Participants Nbcc Retirement PlanCarolina Electrical …Oocl (USA) Inc. Defi…Rowland Hall, Saint …Southeastern Ironwor…Western States Water…
Nbcc Retirement Plan vs. nearby Money Purchase plans in Utah, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Nbcc Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Nbcc Retirement Plan assets move in 2022?
Nbcc Retirement Plan pulled back noticeably - down 11.9% during 2022, from $3M to $2M. Reported net income was -$323K.
How have Nelson Brothers Construction plan assets changed over time?
Across 3 plan years on file (2022-2024), Nelson Brothers Construction's sponsor-wide assets declined 22.1%, from $2M to $2M.
Which Money Purchase plans are similar in size to Nbcc Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Noble Wire & Terminal Corp Profit Sharing & Retirement Plan Trust in OR ($2M, 17 participants).

Multi-year trail

Ways to act on Nbcc Retirement Plan's numbers.