401(k) · DOL Form 5500 · 2022

Nicholas & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
682
Participants Below avg headcount
84th
Percentile by assets National rank
$47,094
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nicholas & Company 401(k) Profit Sharing Plan · Sponsored by Nicholas & Co., Inc. · Utah · Wholesale Trade

$32M in assets, 682 participants

Nicholas & Co., Inc.'s Nicholas & Company 401(k) Profit Sharing Plan reported $32M in total assets and 682 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,715 in Wholesale Trade (6,843 peers)

Where Nicholas & Company 401(k) Profit Sharing Plan sits by assets

Nicholas & Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 682 participants (~$47,094/participant), down 10.2% in 2022.

#5,715
in Wholesale Trade (6,843 peers)
-10.2%
assets change YoY
0.3×
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.

Nicholas & Company 401(k) Profit Sharing Plan's outsized position by total assets

Nicholas & Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,117,931 Top 16% higher than 84% 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

Nicholas & Company 401(k) Profit Sharing 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. Nicholas & Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (682 participants).

EBSA filing schedule strip

Filing strip 870235565 · Nicholas & Co., Inc. PY 2022 · 401(k)

Nicholas & Company 401(k) Profit Sharing Plan · $32M · 682 · 84th

  • ASSETS $32M
  • ASSETS 682
  • ASSETS 84th
  • ASSETS 401(k)
  • ASSETS near Red.Com 401(k) Plan
  • ASSETS ind #5715

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 Utah →

Nicholas & Company 401(k) Profit Sharing Plan in the asset neighbourhood

Nicholas & Company 401(k) Profit Sharing PlanNicholas & Company 401(k) Pr…$32MRed.Com 401(k) Plan$32MCope Plastics, Inc. Profit Sharing PlanCope Plastics, Inc. Profit S…$32MSound Employees Retirement PlanSound Employees Retirement P…$32MAvma Life Trust, LLC 401(k) PlanAvma Life Trust, LLC 401(k) …$32M
End-of-year total assets ($M) among Nicholas & Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$32M
Net Income-$4M
Employer EIN870235565
Plan Effective Date1961-10-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicholas & Co., Inc.)

Sponsor-wide plan assets over time

All Nicholas & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 39.54340334064483% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.1M $44.8M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 682 $32M
2023 1 782 $40M
2024 1 761 $45M

Nearby 401(k) Plans in Utah

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

Nicholas & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Nicholas & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.032117931 · Participants: 682Nicholas & Company 401(k) Profit Sharing PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Nicholas & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Nicholas & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Nicholas & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Red.Com 401(k) Plan in CA ($32M); by covered participants it is Polaris Pharmacy Services of Ft. Lauderdale LLC 401(k) Profit Sharing Plan & Trust in FL (682 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

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 Nicholas & Company 401(k) Profit Sharing Plan assets move in 2022? ▼
Nicholas & Company 401(k) Profit Sharing Plan pulled back noticeably - down 10.2% during 2022, from $36M to $32M. Reported net income was -$4M.
How have Nicholas & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicholas & Co., Inc.'s sponsor-wide assets grew 39.5%, from $32M to $45M.
Where does Nicholas & Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Nicholas & Company 401(k) Profit Sharing Plan ranks in the 84th 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 Nicholas & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red.Com 401(k) Plan in CA ($32M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Nicholas & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Polaris Pharmacy Services of Ft. Lauderdale LLC 401(k) Profit Sharing Plan & Trust in FL (682 participants, $4M 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 870235565.

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.