401(k) · DOL Form 5500 · 2022

Nelsoncorp Wealth Management 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
43rd
Percentile by assets National rank
$267,300
Avg per participant High balance/head
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Official DOL plan name: Nelsoncorp Wealth Management 401(k) Plan · Sponsored by Nelsoncorp Wealth Management · Iowa · Finance & Insurance

$3M in assets, 13 participants

Nelsoncorp Wealth Management's Nelsoncorp Wealth Management 401(k) Plan reported $3M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,725 in Finance & Insurance (9,261 peers)

Nelsoncorp Wealth Management multi-year trail

Nelsoncorp Wealth Management's plans moved +39.3% in assets from 2022 to 2024; this filing shows Nelsoncorp Wealth Management 401(k) Plan at $3M / 13 participants.

#2,725
in Finance & Insurance (9,261 peers)
-0.3%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nelsoncorp Wealth Management 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Nelsoncorp Wealth Management 401(k) Plan vs every filed plan by assets

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

$3,474,900 43rd percentile higher than 43% 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

Nelsoncorp Wealth Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelsoncorp Wealth Management 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 363492016 · Nelsoncorp Wealth Management PY 2022 · 401(k)

Nelsoncorp Wealth Management 401(k) Plan · $3M · 13 · 43rd

  • RANK $3M
  • PHOTO 13
  • IND 43rd
  • EOY 401(k)
  • 5500 near Grapeman Farms, L.P. 401(k) Plan
  • ASSETS ind #2725

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 Finance & Insurance retirement plans → · Plans in Iowa →

Nelsoncorp Wealth Management 401(k) Plan in the asset neighbourhood

Fdg Retirement Plan & Trust$3MNelsoncorp Wealth Management 401(k) PlanNelsoncorp Wealth Management…$3MGrapeman Farms, L.P. 401(k) PlanGrapeman Farms, L.P. 401(k) …$3MMatthew Walker Comprehensive Health Center, Inc., 401(k) PlanMatthew Walker Comprehensive…$3MUpdike Distribution Logistics, LLC 401(k) Profit Sharing Plan and TrustUpdike Distribution Logistic…$3M
End-of-year total assets ($M) among Nelsoncorp Wealth Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nelsoncorp Wealth Management multi-year asset trail

Sponsor-wide plan assets over time

All Nelsoncorp Wealth Management plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.33615355837578% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.47M $4.84M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 16 $4M
2024 1 19 $5M

Nelsoncorp Wealth Management filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$11K
Employer EIN363492016
Plan Effective Date2003-02-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Nelsoncorp Wealth Management 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Nelsoncorp Wealth Management 401(k) Plan, Total assets ($B): 0.0034749 · Participants: 13Nelsoncorp Wealth Management 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Nelsoncorp Wealth Management 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Nelsoncorp Wealth Management 401(k) Plan side-by-side with 3 peers →

Nelsoncorp Wealth Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Grapeman Farms, L.P. 401(k) Plan in CA ($3M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Nelsoncorp Wealth Management 401(k) Plan assets move in 2022? ▼
Nelsoncorp Wealth Management 401(k) Plan held essentially flat - down 0.3% during 2022, from $3M to $3M. Reported net income was -$11K.
How have Nelsoncorp Wealth Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelsoncorp Wealth Management's sponsor-wide assets grew 39.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Nelsoncorp Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grapeman Farms, L.P. 401(k) Plan in CA ($3M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Nelsoncorp Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 363492016.

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.