401(k) · DOL Form 5500 · 2022
Nelson Brothers, Inc. 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 408
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $109,354
- Avg per participant Below avg balance/head
Official DOL plan name: Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan · Sponsored by Nelson Brothers, Inc. · Alabama · Mining & Oil Extraction
$45M in assets, 408 participants
Nelson Brothers, Inc.'s Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan reported $45M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #678 in Mining & Oil Extraction (892 peers)
Where Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan sits by assets
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 408 participants (~$109,354/participant), down 9.2% in 2022.
- #678
- in Mining & Oil Extraction (892 peers)
- -9.2%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan's outsized position by total assets
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$44,616,475 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Nelson Brothers, Inc. Employee Capital Accumulation 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 Brothers, Inc. Employee Capital Accumulation 401(k) Plan sits mid-pack in the medium band (408 participants).
EBSA filing schedule strip
Filing strip 630479482 · Nelson Brothers, Inc. PY 2022 · 401(k)
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan · $45M · 408 · 87th
- PHOTO $45M
- PHOTO 408
- PHOTO 87th
- PHOTO 401(k)
- PHOTO near Resourcing Edge 401(k) Retirement Savings Plan
- PHOTO ind #678
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 Mining & Oil Extraction retirement plans → · Plans in Alabama →
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | -$5M |
| Employer EIN | 630479482 |
| Plan Effective Date | 1985-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nelson Brothers, Inc.)
Sponsor-wide plan assets over time
All Nelson Brothers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 22.912016245120217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $45M |
| 2023 | 1 | 463 | $53M |
| 2024 | 1 | 479 | $55M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Resourcing Edge 401(k) Retirement Savings Plan in TX ($45M); by covered participants it is Carecloud, Inc. 401(k) Plan in NJ (408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (408 participants); asset peers above are excluded.
- Carecloud, Inc. 401(k) Plan (NJ) 408 · 0 off
- Gopher Resource, LLC Tax Deferred Savings Plan & Trust (MN) 408 · 0 off
- Lw Management, Inc. 401(k) Plan (MN) 408 · 0 off
- Pine State Trading Co. 401(k) Retirement Savings Plan (ME) 408 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.