Profit Sharing · DOL Form 5500 · 2023

Nielson Capital, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
14
Participants Small participant base
25th
Percentile by assets National rank
$85,854
Avg per participant Below avg balance/head
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Official DOL plan name: Nielson Capital, Inc.. Retirement Plan · Sponsored by Nielson Capital, Inc. · Utah · Retail Trade

$1M in assets, 14 participants

Nielson Capital, Inc.'s Nielson Capital, Inc.. Retirement Plan reported $1M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,179 in Retail Trade (8,414 peers)

Nielson Capital, Inc. multi-year trail

Nielson Capital, Inc.'s plans moved -28.2% in assets from 2022 to 2024; this filing shows Nielson Capital, Inc.. Retirement Plan at $1M / 14 participants.

#3,179
in Retail Trade (8,414 peers)
-16.8%
assets change YoY

The plan reported a net loss of $243K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nielson Capital, Inc.. Retirement Plan among the smaller filed plans by assets

Nielson Capital, Inc.. Retirement Plan vs every filed plan by assets

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

$1,201,957 25th percentile higher than 25% 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

Nielson Capital, Inc.. Retirement 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. Nielson Capital, Inc.. Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nielson Capital, Inc.. Retirement Plan reported net income fell from $590K in the plan year 2022 filing to -$243K in the plan year 2023 filing.
  • Nielson Capital, Inc.. Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830590552 · Nielson Capital, Inc. PY 2023 · Profit Sharing

Nielson Capital, Inc.. Retirement Plan · $1M · 14 · 25th

  • RANK $1M
  • RANK 14
  • RANK 25th
  • RANK Profit Sharing
  • RANK near Hlsl Company Retirement Plan
  • RANK ind #3179

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 Retail Trade retirement plans → · Plans in Utah →

Nielson Capital, Inc.. Retirement Plan in the asset neighbourhood

Nielson Capital, Inc.. Retirement PlanNielson Capital, Inc.. Retir…$1MHlsl Company Retirement Plan$1MGary J. Dmoch & Associates$1MKoko Salon Suites Corp. Retirement PlanKoko Salon Suites Corp. Reti…$1MDixie Oaks, Inc. Retirement PlanDixie Oaks, Inc. Retirement …$1M
End-of-year total assets ($M) among Nielson Capital, Inc.. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Nielson Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nielson Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.19538572658064% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.45M $1.04M ▼ -28.3%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 14 $1M
2024 1 11 $1M

Nielson Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$243K
Employer EIN830590552
Plan Effective Date2018-05-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Utah

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

Nielson Capital, Inc.. Retirement Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -1000100200300400500 Total assets ($M) Participants Nielson Capital, Inc.. Retirement Plan, Total assets ($M): 1.201957 · Participants: 14Nielson Capital, Inc.. Retirement PlanWgu Retirement Savings Plan, Total assets ($M): 431.080482 · Participants: 7868Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 320.492816 · Participants: 2460Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 146.57466 · Participants: 265Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 118.450852 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 105.604978 · Participants: 651Campbell Scientific Profit Sharing Plan
Nielson Capital, Inc.. Retirement Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Nielson Capital, Inc.. Retirement Plan side-by-side with 3 peers →

Nielson Capital, Inc.. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Hlsl Company Retirement Plan in GA ($1M); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Nielson Capital, Inc.. Retirement Plan assets move in 2023? ▼
Nielson Capital, Inc.. Retirement Plan declined sharply - down 16.8% during 2023, from $1M to $1M. Reported net income was -$243K.
How have Nielson Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nielson Capital, Inc.'s sponsor-wide assets declined 28.2%, from $1M to $1M.
Where does Nielson Capital, Inc.. Retirement Plan rank by assets among Form 5500 filers? ▼
Nielson Capital, Inc.. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Nielson Capital, Inc.. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hlsl Company Retirement Plan in GA ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Nielson Capital, Inc.. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Three Cities Management LLC Retirement Plan in NY (14 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 830590552.

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.