401(k) · DOL Form 5500 · 2022

Waldemar S. Nelson & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
241
Participants Below avg headcount
92nd
Percentile by assets National rank
$390,656
Avg per participant High balance/head
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Official DOL plan name: Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust · Sponsored by Waldemar S. Nelson & Company, Inc. · Louisiana · Professional & Technical Services

$94M in assets, 241 participants

Waldemar S. Nelson & Company, Inc.'s Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust reported $94M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,161 in Professional & Technical Services (21,562 peers)

Coverage in Louisiana

Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust covers 241 participants in Louisiana, about 49% of the average Louisiana filer (state average ~495 per filing). Assets: $94M.

#20,161
in Professional & Technical Services (21,562 peers)
-16.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust's outsized position by total assets

Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$94,148,150 Top 8% higher than 92% 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

Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & 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. Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust sits mid-pack in the medium band (241 participants).

EBSA filing schedule strip

Filing strip 720488863 · Waldemar S. Nelson & Company, Inc. PY 2022 · 401(k)

Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust · $94M · 241 · 92nd

  • PCT $94M
  • EIN 241
  • RANK 92nd
  • PHOTO 401(k)
  • IND near Geller & Company LLC 401(k) Plan
  • EOY ind #20161

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust in the asset neighbourhood

Geller & Company LLC 401(k) PlanGeller & Company LLC 401(k) …$94MWaldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & TrustWaldemar S. Nelson & Company…$94MMingledorff's, Inc. Savings Incentive PlanMingledorff's, Inc. Savings …$94MBryce Corporation 401(k) Savings and Profit Sharing PlanBryce Corporation 401(k) Sav…$94MXenium 401(k) Retirement Savings PlanXenium 401(k) Retirement Sav…$94M
End-of-year total assets ($M) among Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$94M
Net Income-$18M
Employer EIN720488863
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waldemar S. Nelson & Company, Inc.)

Sponsor-wide plan assets over time

All Waldemar S. Nelson & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 3.726225103732787% vs 2022
2024 filing year
$92M$94M$96M$98M$100M$102M 202220232024 $94.2M $97.7M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 241 $94M
2023 1 220 $100M
2024 1 227 $98M

Nearby 401(k) Plans in Louisiana

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

Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust, Total assets ($B): 0.09414815 · Participants: 241Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & TrustSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Geller & Company LLC 401(k) Plan in NY ($94M); by covered participants it is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust assets move in 2022? ▼
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust declined sharply - down 16.2% during 2022, from $112M to $94M. Reported net income was -$18M.
How have Waldemar S. Nelson & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waldemar S. Nelson & Company, Inc.'s sponsor-wide assets grew 3.7%, from $94M to $98M.
Where does Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Geller & Company LLC 401(k) Plan in NY ($94M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants, $2M 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 720488863.

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.