401(k) · DOL Form 5500 · 2022

Walter E. Nelson Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
745
Participants Near avg headcount
78th
Percentile by assets National rank
$28,079
Avg per participant Low balance/head
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Official DOL plan name: Walter E. Nelson Company Profit-Sharing Retirement Plan · Sponsored by Walter E. Nelson Company · Oregon · Wholesale Trade

$21M in assets, 745 participants

Walter E. Nelson Company's Walter E. Nelson Company Profit-Sharing Retirement Plan reported $21M in total assets and 745 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.

  • #5,209 in Wholesale Trade (6,843 peers)

Where Walter E. Nelson Company Profit-Sharing Retirement Plan sits by assets

Walter E. Nelson Company Profit-Sharing Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 745 participants (~$28,079/participant), down 15.1% in 2022.

#5,209
in Wholesale Trade (6,843 peers)
-15.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walter E. Nelson Company Profit-Sharing Retirement Plan's outsized position by total assets

Walter E. Nelson Company Profit-Sharing Retirement Plan vs every filed plan by assets

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

$20,918,840 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

Walter E. Nelson Company Profit-Sharing Retirement Plan 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. Walter E. Nelson Company Profit-Sharing Retirement Plan sits mid-pack in the medium band (745 participants).

Form 5500 schedule snapshot

Filing strip 930643791 · Walter E. Nelson Company PY 2022 · 401(k)

Walter E. Nelson Company Profit-Sharing Retirement Plan · $21M · 745 · 78th

  • EOY $21M
  • 5500 745
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Medpoint Management, Inc. 401(k) Plan
  • RANK ind #5209

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 Wholesale Trade retirement plans → · Plans in Oregon →

Walter E. Nelson Company Profit-Sharing Retirement Plan in the asset neighbourhood

Walter E. Nelson Company Profit-Sharing Retirement PlanWalter E. Nelson Company Pro…$21MMedpoint Management, Inc. 401(k) PlanMedpoint Management, Inc. 40…$21MField & Main Bank 401(k) Plan$21MPubworx 401(k) Plan$21MSouth Shore Neurologic Associates, P.C. 401(k) and Profit Sharing PlanSouth Shore Neurologic Assoc…$21M
End-of-year total assets ($M) among Walter E. Nelson Company Profit-Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN930643791
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walter E. Nelson Company)

Sponsor-wide plan assets over time

All Walter E. Nelson Company plans reported in each filing year

Latest sponsor-wide plan assets
$29M 39.80102625193366% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $20.9M $29.2M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 745 $21M
2023 1 776 $24M
2024 1 821 $29M

Nearby 401(k) Plans in Oregon

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

Walter E. Nelson Company Profit-Sharing Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Walter E. Nelson Company Profit-Sharing Retirement Plan, Total assets ($B): 0.02091884 · Participants: 745Walter E. Nelson Company Profit-Sharing Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Walter E. Nelson Company Profit-Sharing Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Walter E. Nelson Company Profit-Sharing Retirement Plan side-by-side with 3 peers →

Walter E. Nelson Company Profit-Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Medpoint Management, Inc. 401(k) Plan in CA ($21M); by covered participants it is The Quarterra Services, LLC 401(k) Plan in NC (745 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (745 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 Walter E. Nelson Company Profit-Sharing Retirement Plan assets move in 2022? ▼
Walter E. Nelson Company Profit-Sharing Retirement Plan declined sharply - down 15.1% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Walter E. Nelson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter E. Nelson Company's sponsor-wide assets grew 39.8%, from $21M to $29M.
Where does Walter E. Nelson Company Profit-Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Walter E. Nelson Company Profit-Sharing Retirement 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 Walter E. Nelson Company Profit-Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medpoint Management, Inc. 401(k) Plan in CA ($21M, 751 participants).
Which 401(k) plans cover a similar participant headcount to Walter E. Nelson Company Profit-Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Quarterra Services, LLC 401(k) Plan in NC (745 participants, $44M 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 930643791.

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.