401(k) · DOL Form 5500 · 2023

Nelson & Nelson Profit-Sharing Plan 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
17
Participants Small participant base
58th
Percentile by assets National rank
$578,186
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nelson & Nelson Profit Sharing Plan · Sponsored by Nelson & Nelson Profit-Sharing Plan · Illinois · Professional & Technical Services

$10M in assets, 17 participants

Nelson & Nelson Profit-Sharing Plan's Nelson & Nelson Profit Sharing Plan reported $10M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,528 in Professional & Technical Services (20,321 peers)

Nelson & Nelson Profit-Sharing Plan multi-year trail

Nelson & Nelson Profit-Sharing Plan's plans moved +29.4% in assets from 2022 to 2024; this filing shows Nelson & Nelson Profit Sharing Plan at $10M / 17 participants.

#11,528
in Professional & Technical Services (20,321 peers)
+14.9%
assets growth YoY

Nelson & Nelson Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nelson & Nelson Profit Sharing Plan vs every filed plan by assets

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

$9,829,170 Top 42% higher than 58% 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

Nelson & Nelson Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson & Nelson Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nelson & Nelson Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Nelson & Nelson Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Nelson & Nelson Profit Sharing Plan reported participants rose from 16 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 371287847 · Nelson & Nelson Profit-Sharing Plan PY 2023 · 401(k)

Nelson & Nelson Profit Sharing Plan · $10M · 17 · 58th

  • SCH $10M
  • SCH 17
  • SCH 58th
  • SCH 401(k)
  • SCH near United Actuarial Services, Inc. 401(k) Plan
  • SCH ind #11528

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Nelson & Nelson Profit Sharing Plan in the asset neighbourhood

Nelson & Nelson Profit Sharing PlanNelson & Nelson Profit Shari…$10MUnited Actuarial Services, Inc. 401(k) PlanUnited Actuarial Services, I…$10MEmployee Benefit Plan of Sblm PCEmployee Benefit Plan of Sbl…$10M401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc.401(k) Profit Sharing Plan f…$10M403(b) Thrift Plan for Employees of the Arc of the Ozarks403(b) Thrift Plan for Emplo…$10M
End-of-year total assets ($M) among Nelson & Nelson Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nelson & Nelson Profit-Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Nelson & Nelson Profit-Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.428672349732498% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.56M $11.1M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 16 $9M
2023 1 17 $10M
2024 1 16 $11M

Nelson & Nelson Profit-Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN371287847
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Nelson & Nelson Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Nelson & Nelson Profit Sharing Plan, Total assets ($B): 0.00982917 · Participants: 17Nelson & Nelson Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Nelson & Nelson Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Nelson & Nelson Profit Sharing Plan side-by-side with 3 peers →

Nelson & Nelson Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is United Actuarial Services, Inc. 401(k) Plan in IN ($10M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Nelson & Nelson Profit Sharing Plan assets move in 2023? ▼
Nelson & Nelson Profit Sharing Plan grew at a solid clip - up 14.9% during 2023, from $9M to $10M. Reported net income was $1M.
How have Nelson & Nelson Profit-Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson & Nelson Profit-Sharing Plan's sponsor-wide assets grew 29.4%, from $9M to $11M.
Which 401(k) plans are similar in size to Nelson & Nelson Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Actuarial Services, Inc. 401(k) Plan in IN ($10M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Nelson & Nelson Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 371287847.

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.