401(k) · DOL Form 5500 · 2022

Nelson Automotive, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
222
Participants Below avg headcount
63rd
Percentile by assets National rank
$40,212
Avg per participant Low balance/head
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Official DOL plan name: Nelson Auto Group 401(k)Plan · Sponsored by Nelson Automotive, Inc. · Oklahoma · Retail Trade

$9M in assets, 222 participants

Nelson Automotive, Inc.'s Nelson Auto Group 401(k)Plan reported $9M in total assets and 222 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,975 in Retail Trade (9,519 peers)

Coverage in Oklahoma

Nelson Auto Group 401(k)Plan covers 222 participants in Oklahoma, about 29% of the average Oklahoma filer (state average ~760 per filing). Assets: $9M.

#6,975
in Retail Trade (9,519 peers)
-12.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nelson Auto Group 401(k)Plan's mid-pack asset rank among Retail Trade and all filers

Nelson Auto Group 401(k)Plan vs every filed plan by assets

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

$8,927,105 Top 37% higher than 63% 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 Auto Group 401(k)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. Nelson Auto Group 401(k)Plan sits mid-pack in the medium band (222 participants).

Plan-year Form 5500 strip

Filing strip 201166802 · Nelson Automotive, Inc. PY 2022 · 401(k)

Nelson Auto Group 401(k)Plan · $9M · 222 · 63rd

  • EBSA $9M
  • EBSA 222
  • EBSA 63rd
  • EBSA 401(k)
  • EBSA near The Yarco 401(k) Plan
  • EBSA ind #6975

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 Retail Trade retirement plans → · Plans in Oklahoma →

Nelson Auto Group 401(k)Plan in the asset neighbourhood

Nelson Auto Group 401(k)Plan$9MThe Yarco 401(k) Plan$9MManitex International, Inc. Employees' 401(k) PlanManitex International, Inc. …$9MThe Accurate Group 401(k) Profit Sharing PlanThe Accurate Group 401(k) Pr…$9MFessler & Bowman, Inc. 401(k) Profit Sharing PlanFessler & Bowman, Inc. 401(k…$9M
End-of-year total assets ($M) among Nelson Auto Group 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN201166802
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nelson Automotive, Inc.)

Sponsor-wide plan assets over time

All Nelson Automotive, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 52.12105156150846% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.93M $13.6M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 222 $9M
2023 1 267 $12M
2024 1 340 $14M

Nearby 401(k) Plans in Oklahoma

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

Nelson Auto Group 401(k)Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Nelson Auto Group 401(k)Plan, Total assets ($B): 0.008927105 · Participants: 222Nelson Auto Group 401(k)PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Nelson Auto Group 401(k)Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Nelson Auto Group 401(k)Plan side-by-side with 3 peers →

Nelson Auto Group 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is The Yarco 401(k) Plan in MO ($9M); by covered participants it is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Auto Group 401(k)Plan assets move in 2022? ▼
Nelson Auto Group 401(k)Plan pulled back noticeably - down 12.5% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Nelson Automotive, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson Automotive, Inc.'s sponsor-wide assets grew 52.1%, from $9M to $14M.
Which 401(k) plans are similar in size to Nelson Auto Group 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Yarco 401(k) Plan in MO ($9M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Nelson Auto Group 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 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 201166802.

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.