Profit Sharing · DOL Form 5500 · 2023

Martin Nelson & Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
45th
Percentile by assets National rank
$729,014
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Martin Nelson & Co., Inc. Employees Profit Sharing Plan · Sponsored by Martin Nelson & Co., Inc. · Washington · Finance & Insurance

$5M in assets, 7 participants

Martin Nelson & Co., Inc.'s Martin Nelson & Co., Inc. Employees Profit Sharing Plan reported $5M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,817 in Finance & Insurance (8,869 peers)

2023 asset change

Martin Nelson & Co., Inc. Employees Profit Sharing Plan pulled back noticeably 11.2% in 2023 ($6M → $5M) for 7 participants.

#2,817
in Finance & Insurance (8,869 peers)
-11.2%
assets change YoY

The plan reported a net loss of $642K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Martin Nelson & Co., Inc. Employees Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Martin Nelson & Co., Inc. Employees Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,103,101 45th percentile higher than 45% of 127,068 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 2023

Martin Nelson & Co., Inc. Employees Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martin Nelson & Co., Inc. Employees Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martin Nelson & Co., Inc. Employees Profit Sharing Plan reported net income rose from -$977K in the plan year 2022 filing to -$642K in the plan year 2023 filing.
  • Martin Nelson & Co., Inc. Employees Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Martin Nelson & Co., Inc. Employees Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910611495 · Martin Nelson & Co., Inc. PY 2023 · Profit Sharing

Martin Nelson & Co., Inc. Employees Profit Sharing Plan · $5M · 7 · 45th

  • TYPE $5M
  • TYPE 7
  • TYPE 45th
  • TYPE Profit Sharing
  • TYPE near Metro Employees Retirement Plan
  • TYPE ind #2817

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 Washington →

Martin Nelson & Co., Inc. Employees Profit Sharing Plan in the asset neighbourhood

Cbnjr, Inc. Profit Sharing PlanCbnjr, Inc. Profit Sharing P…$5MWisconsin Humane Society Employees' Retirement PlanWisconsin Humane Society Emp…$5MMartin Nelson & Co., Inc. Employees Profit Sharing PlanMartin Nelson & Co., Inc. Em…$5MMetro Employees Retirement PlanMetro Employees Retirement P…$5MGvs Puerto Rico LLC Retirement PlanGvs Puerto Rico LLC Retireme…$5M
End-of-year total assets ($M) among Martin Nelson & Co., Inc. Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Martin Nelson & Co., Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Martin Nelson & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 0.9529359810488546% vs 2022
2024 filing year
$5M$5.5M$6M 202220232024 $5.74M $5.8M ▲ +1.0%
Year Plans Participants Total Assets
2022 1 8 $6M
2023 1 7 $5M
2024 1 7 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$642K
Employer EIN910611495
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Washington

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

Martin Nelson & Co., Inc. Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Martin Nelson & Co., Inc. Employees Profit Sharing Plan, Total assets ($M): 5.103101 · Participants: 7Martin Nelson & Co., Inc. Employees Profit Sharing PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
Martin Nelson & Co., Inc. Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Martin Nelson & Co., Inc. Employees Profit Sharing Plan side-by-side with 3 peers →

Martin Nelson & Co., Inc. Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Metro Employees Retirement Plan in FL ($5M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Martin Nelson & Co., Inc. Employees Profit Sharing Plan assets move in 2023? ▼
Martin Nelson & Co., Inc. Employees Profit Sharing Plan pulled back noticeably - down 11.2% during 2023, from $6M to $5M. Reported net income was -$642K.
How have Martin Nelson & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin Nelson & Co., Inc.'s sponsor-wide assets grew 1.0%, from $6M to $6M.
Which Profit Sharing plans are similar in size to Martin Nelson & Co., Inc. Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Metro Employees Retirement Plan in FL ($5M, 191 participants).
Which Profit Sharing plans cover a similar participant headcount to Martin Nelson & Co., Inc. Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910611495.

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.