401(k) · DOL Form 5500 · 2023
Gaylord Nelson Insurance Agency in 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $273,337
- Avg per participant High balance/head
Official DOL plan name: Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Gaylord Nelson Insurance Agency in · Illinois · Finance & Insurance
$2M in assets, 6 participants
Gaylord Nelson Insurance Agency in's Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #1,681 in Finance & Insurance (8,869 peers)
Gaylord Nelson Insurance Agency in multi-year trail
Gaylord Nelson Insurance Agency in's plans moved +118.7% in assets from 2022 to 2024; this filing shows Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust at $2M / 6 participants.
- #1,681
- in Finance & Insurance (8,869 peers)
- +68.0%
- assets growth YoY
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,640,020 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$513K in the plan year 2022 filing to $664K in the plan year 2023 filing.
- Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $976K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 364215188 · Gaylord Nelson Insurance Agency in PY 2023 · 401(k)
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust · $2M · 6 · 28th
- TYPE $2M
- NET 6
- BOOK 28th
- VS-ST 401(k)
- BOY near Adriana K. Holy, M.D., P.C. Profit Sharing Plan
- SCH ind #1681
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 Illinois →
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Gaylord Nelson Insurance Agency in multi-year asset trail
Sponsor-wide plan assets over time
All Gaylord Nelson Insurance Agency in plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 118.66290728613829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $976K |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 6 | $2M |
Gaylord Nelson Insurance Agency in filing trail (2023)
| Total Assets (Beginning of Year) | $976K |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $664K |
| Employer EIN | 364215188 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Adriana K. Holy, M.D., P.C. Profit Sharing Plan in AZ ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Gears Over Gravity, Inc. 401(k) Plan (CA) 6 · 0 off
- Shockco Oil Tools Inc. 401(k) Plan (UT) 6 · 0 off
- Br3 Enterprises Inc 401(k) Plan (MO) 6 · 0 off
- Pjd Sun Spas Inc 401(k) Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.