401(k) · DOL Form 5500 · 2022

T.R. Nelson, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
1,637
Participants Near avg headcount
70th
Percentile by assets National rank
$8,152
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: T.R. Nelson, Inc. Profit Sharing Plan · Sponsored by T.R. Nelson, Inc. · Wisconsin · Retail Trade

$13M in assets, 1,637 participants

T.R. Nelson, Inc.'s T.R. Nelson, Inc. Profit Sharing Plan reported $13M in total assets and 1,637 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #7,704 in Retail Trade (9,519 peers)

Coverage in Wisconsin

T.R. Nelson, Inc. Profit Sharing Plan covers 1,637 participants in Wisconsin, 2.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $13M.

#7,704
in Retail Trade (9,519 peers)
-3.7%
assets change YoY

The plan reported a net loss of $520K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

T.R. Nelson, Inc. Profit Sharing Plan's outsized position by total assets

T.R. Nelson, Inc. Profit Sharing Plan vs every filed plan by assets

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

$13,344,548 Top 30% higher than 70% 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

T.R. Nelson, Inc. Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. T.R. Nelson, Inc. Profit Sharing Plan lands in the large band (1,637 participants).

Published 5500 schedule card

Filing strip 391475071 · T.R. Nelson, Inc. PY 2022 · 401(k)

T.R. Nelson, Inc. Profit Sharing Plan · $13M · 1,637 · 70th

  • TYPE $13M
  • TYPE 1,637
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near The Hilsinger Company 401(k) Plan
  • TYPE ind #7704

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 Wisconsin →

T.R. Nelson, Inc. Profit Sharing Plan in the asset neighbourhood

T.R. Nelson, Inc. Profit Sharing PlanT.R. Nelson, Inc. Profit Sha…$13MThe Hilsinger Company 401(k) PlanThe Hilsinger Company 401(k)…$13MBelleville Shoe Manufacturing Company Employee Savings & Investment PlanBelleville Shoe Manufacturin…$13MGilbert Cpas 401(k) Profit Sharing PlanGilbert Cpas 401(k) Profit S…$13MCenterstone of America, Inc. 401(k) Retirement PlanCenterstone of America, Inc.…$13M
End-of-year total assets ($M) among T.R. Nelson, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$520K
Employer EIN391475071
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T.R. Nelson, Inc.)

Sponsor-wide plan assets over time

All T.R. Nelson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 54.91732653665002% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.3M $20.7M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 1,637 $13M
2023 1 1,805 $18M
2024 1 2,378 $21M

Nearby 401(k) Plans in Wisconsin

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

T.R. Nelson, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246 Total assets ($B) Participants T.R. Nelson, Inc. Profit Sharing Plan, Total assets ($B): 0.013344548 · Participants: 1637T.R. Nelson, Inc. Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
T.R. Nelson, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare T.R. Nelson, Inc. Profit Sharing Plan side-by-side with 3 peers →

T.R. Nelson, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Hilsinger Company 401(k) Plan in MA ($13M); by covered participants it is Minerals Technologies Inc. Savings and Investment Plan in NY (1,637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,637 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 T.R. Nelson, Inc. Profit Sharing Plan assets move in 2022? ▼
T.R. Nelson, Inc. Profit Sharing Plan edged down modestly - down 3.7% during 2022, from $14M to $13M. Reported net income was -$520K.
How have T.R. Nelson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T.R. Nelson, Inc.'s sponsor-wide assets grew 54.9%, from $13M to $21M.
Which 401(k) plans are similar in size to T.R. Nelson, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hilsinger Company 401(k) Plan in MA ($13M, 351 participants).
Which 401(k) plans cover a similar participant headcount to T.R. Nelson, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minerals Technologies Inc. Savings and Investment Plan in NY (1,637 participants, $312M 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 391475071.

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.