Profit Sharing · DOL Form 5500 · 2023

Karl S. Nelson Profit Sharing Plan

Data updated 2026-08-25

$979K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$978,621
Avg per participant High balance/head
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Official DOL plan name: Karl S. Nelson Profit Sharing Plan · Sponsored by Karl S. Nelson · New Jersey · Finance & Insurance

$979K in assets, 1 participants

Karl S. Nelson's Karl S. Nelson Profit Sharing Plan reported $979K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,335 in Finance & Insurance (8,869 peers)

Karl S. Nelson multi-year trail

Karl S. Nelson's plans moved +26.8% in assets from 2022 to 2024; this filing shows Karl S. Nelson Profit Sharing Plan at $979K / 1 participant.

#1,335
in Finance & Insurance (8,869 peers)
+13.0%
assets growth YoY

Karl S. Nelson Profit Sharing Plan among the smaller filed plans by assets

Karl S. Nelson Profit Sharing Plan vs every filed plan by assets

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

$978,621 23rd percentile higher than 23% 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

Karl S. Nelson 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. Karl S. Nelson Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Karl S. Nelson Profit Sharing Plan reported net income rose from -$95K in the plan year 2022 filing to $112K in the plan year 2023 filing.
  • Karl S. Nelson Profit Sharing Plan end-of-year assets rose from $866K in the plan year 2022 filing to $979K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 900760674 · Karl S. Nelson PY 2023 · Profit Sharing

Karl S. Nelson Profit Sharing Plan · $979K · 1 · 23rd

  • VS-ST $979K
  • VS-ST 1
  • VS-ST 23rd
  • VS-ST Profit Sharing
  • VS-ST near Castle & Carmel Profit Sharing Plan
  • VS-ST ind #1335

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 New Jersey →

Karl S. Nelson Profit Sharing Plan in the asset neighbourhood

Karl S. Nelson Profit Sharing PlanKarl S. Nelson Profit Sharin…$979KCastle & Carmel Profit Sharing PlanCastle & Carmel Profit Shari…$979KJavier E. Cordero Conde Retirement PlanJavier E. Cordero Conde Reti…$979KDambruoso Construction Co Inc Profit Sharing PlanDambruoso Construction Co In…$978KBilldon Enterprises Inc. Profit Sharing PlanBilldon Enterprises Inc. Pro…$978K
End-of-year total assets ($M) among Karl S. Nelson Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Karl S. Nelson multi-year asset trail

Sponsor-wide plan assets over time

All Karl S. Nelson plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.845556235353875% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.87M $1.1M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 1 $866K
2023 1 1 $979K
2024 1 1 $1M

Karl S. Nelson filing trail (2023)

Total Assets (Beginning of Year)$866K
Net Assets (End of Year)$979K
Net Income$112K
Employer EIN900760674
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Karl S. Nelson Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Karl S. Nelson Profit Sharing Plan, Total assets ($B): 0.000978621 · Participants: 1Karl S. Nelson Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Karl S. Nelson Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Karl S. Nelson Profit Sharing Plan side-by-side with 3 peers →

Karl S. Nelson Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Castle & Carmel Profit Sharing Plan in CA ($979K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Karl S. Nelson Profit Sharing Plan assets move in 2023? ▼
Karl S. Nelson Profit Sharing Plan grew at a solid clip - up 13.0% during 2023, from $866K to $979K. Reported net income was $112K.
How have Karl S. Nelson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karl S. Nelson's sponsor-wide assets grew 26.8%, from $866K to $1M.
Where does Karl S. Nelson Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Karl S. Nelson Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Karl S. Nelson Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Castle & Carmel Profit Sharing Plan in CA ($979K, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Karl S. Nelson Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 900760674.

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.