ESOP · DOL Form 5500 · 2022

Nelson Engineering Company ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
65
Participants Small participant base
62nd
Percentile by assets National rank
$136,241
Avg per participant Near avg balance/head
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Official DOL plan name: Nelson Engineering Company Employee Stock Ownership Plan · Sponsored by Nelson Engineering Company · Florida · Professional & Technical Services

$9M in assets, 65 participants

Nelson Engineering Company's Nelson Engineering Company Employee Stock Ownership Plan reported $9M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,126 in Professional & Technical Services (21,562 peers)

Nelson Engineering Company multi-year trail

Nelson Engineering Company's plans moved +12.3% in assets from 2022 to 2024; this filing shows Nelson Engineering Company Employee Stock Ownership Plan at $9M / 65 participants.

#13,126
in Professional & Technical Services (21,562 peers)
-39.2%
assets change YoY

Nelson Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nelson Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$8,855,657 Top 38% higher than 62% 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

Nelson Engineering Company Employee Stock Ownership 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. Nelson Engineering Company Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 593183878 · Nelson Engineering Company PY 2022 · ESOP

Nelson Engineering Company Employee Stock Ownership Plan · $9M · 65 · 62nd

  • RANK $9M
  • PHOTO 65
  • IND 62nd
  • EOY ESOP
  • 5500 near Dp Nicoli Employee Stock Ownership Plan
  • ASSETS ind #13126

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 What is an ESOP? → · Plans in Florida →

Nelson Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

Rable Machine, Inc. Employee Stock Ownership PlanRable Machine, Inc. Employee…$9MKeltech, Inc. Employee Stock Ownership PlanKeltech, Inc. Employee Stock…$9MNelson Engineering Company Employee Stock Ownership PlanNelson Engineering Company E…$9MDp Nicoli Employee Stock Ownership PlanDp Nicoli Employee Stock Own…$9MQuality General, Inc. Employee Stock Ownership PlanQuality General, Inc. Employ…$9M
End-of-year total assets ($M) among Nelson Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Nelson Engineering Company multi-year asset trail

Sponsor-wide plan assets over time

All Nelson Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 12.337977859801933% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.86M $9.95M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 65 $9M
2023 1 60 $10M
2024 1 51 $10M

Nelson Engineering Company filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$9M
Net Income$5M
Employer EIN593183878
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Nelson Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Nelson Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.008855657 · Participants: 65Nelson Engineering Company Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Nelson Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Nelson Engineering Company Employee Stock Ownership Plan side-by-side with 3 peers →

Nelson Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Dp Nicoli Employee Stock Ownership Plan in OR ($9M); by covered participants it is Tag Engineering, Inc. Employee Stock Ownership Plan in MD (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Nelson Engineering Company Employee Stock Ownership Plan assets move in 2022? ▼
Nelson Engineering Company Employee Stock Ownership Plan contracted severely - down 39.2% during 2022, from $15M to $9M. Reported net income was $5M.
How have Nelson Engineering Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson Engineering Company's sponsor-wide assets grew 12.3%, from $9M to $10M.
Which ESOP plans are similar in size to Nelson Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dp Nicoli Employee Stock Ownership Plan in OR ($9M, N/A participants).
Which ESOP plans cover a similar participant headcount to Nelson Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tag Engineering, Inc. Employee Stock Ownership Plan in MD (65 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 593183878.

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.