401(k) · DOL Form 5500 · 2023
Nelson Unlimited, Inc. 401(k) Plan
Data updated 2026-08-25
- $258K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $51,602
- Avg per participant Low balance/head
Official DOL plan name: Nelson Unlimited, Inc. 401(k) Profit Sharing Plan · Sponsored by Nelson Unlimited, Inc. · Colorado · Other Services
$258K in assets, 5 participants
Nelson Unlimited, Inc.'s Nelson Unlimited, Inc. 401(k) Profit Sharing Plan reported $258K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #2,133 in Other Services (7,857 peers)
Nelson Unlimited, Inc. multi-year trail
Nelson Unlimited, Inc.'s plans moved +24.6% in assets from 2022 to 2024; this filing shows Nelson Unlimited, Inc. 401(k) Profit Sharing Plan at $258K / 5 participants.
- #2,133
- in Other Services (7,857 peers)
- +1.6%
- assets growth YoY
Nelson Unlimited, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Nelson Unlimited, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$258,012 13th percentile higher than 13% 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
Nelson Unlimited, Inc. 401(k) 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. Nelson Unlimited, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nelson Unlimited, Inc. 401(k) Profit Sharing Plan reported net income rose from $390 in the plan year 2022 filing to $4K in the plan year 2023 filing.
- Nelson Unlimited, Inc. 401(k) Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Nelson Unlimited, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $254K in the plan year 2022 filing to $258K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 853687530 · Nelson Unlimited, Inc. PY 2023 · 401(k)
Nelson Unlimited, Inc. 401(k) Profit Sharing Plan · $258K · 5 · 13th
- SCH $258K
- SCH 5
- SCH 13th
- SCH 401(k)
- SCH near Lettershop, LLC 401(k) Profit Sharing Plan
- SCH ind #2133
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 Other Services retirement plans → · Plans in Colorado →
Nelson Unlimited, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Nelson Unlimited, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Nelson Unlimited, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $316K 24.60879189264769% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $254K |
| 2023 | 1 | 5 | $258K |
| 2024 | 1 | 4 | $316K |
Nelson Unlimited, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $254K |
|---|---|
| Net Assets (End of Year) | $258K |
| Net Income | $4K |
| Employer EIN | 853687530 |
| Plan Effective Date | 2020-10-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Nelson Unlimited, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Lettershop, LLC 401(k) Profit Sharing Plan in NY ($258K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($258K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.