401(k) · DOL Form 5500 · 2022

Gary D. Nelson Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
181
Participants Below avg headcount
75th
Percentile by assets National rank
$93,596
Avg per participant Below avg balance/head
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Official DOL plan name: Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Gary D. Nelson Associates, Inc. · California · Administrative & Support Services

$17M in assets, 181 participants

Gary D. Nelson Associates, Inc.'s Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,342 in Administrative & Support Services (4,927 peers)

Coverage in California

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $17M.

#4,342
in Administrative & Support Services (4,927 peers)
-15.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,940,808 Top 25% higher than 75% 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

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (181 participants).

EBSA filing schedule strip

Filing strip 941726599 · Gary D. Nelson Associates, Inc. PY 2022 · 401(k)

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust · $17M · 181 · 75th

  • VS-ST $17M
  • BOY 181
  • SCH 75th
  • EBSA 401(k)
  • PART near Seatgeek, Inc. 401(k) Ps Plan & Trust
  • TYPE ind #4342

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 Administrative & Support Services retirement plans → · Plans in California →

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and TrustGary D. Nelson Associates, I…$17MSeatgeek, Inc. 401(k) Ps Plan & TrustSeatgeek, Inc. 401(k) Ps Pla…$17MPediatric Anesthesia Associates, P.C. 401(k) Profit Sharing PlanPediatric Anesthesia Associa…$17MExegy Incorporated 401(k) PlanExegy Incorporated 401(k) Pl…$17MHealth Information Associates, Inc. 401(k) PlanHealth Information Associate…$17M
End-of-year total assets ($M) among Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN941726599
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gary D. Nelson Associates, Inc.)

Sponsor-wide plan assets over time

All Gary D. Nelson Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 0.5773514462828455% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M$18.5M 202220232024 $16.9M $16.8M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 181 $17M
2023 1 175 $18M
2024 1 248 $17M

Nearby 401(k) Plans in California

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

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.016940808 · Participants: 181Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Seatgeek, Inc. 401(k) Ps Plan & Trust in NY ($17M); by covered participants it is Rob's Automotive & Collision in PA (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 15.0% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Gary D. Nelson Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gary D. Nelson Associates, Inc.'s sponsor-wide assets declined 0.6%, from $17M to $17M.
Where does Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 75th 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 Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Seatgeek, Inc. 401(k) Ps Plan & Trust in NY ($17M, 449 participants).
Which 401(k) plans cover a similar participant headcount to Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rob's Automotive & Collision in PA (181 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 941726599.

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.