Money Purchase · DOL Form 5500 · 2023

Nelson Brothers Construction Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
34th
Percentile by assets National rank
$291,467
Avg per participant High balance/head
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Official DOL plan name: Nbcc Retirement Plan · Sponsored by Nelson Brothers Construction · Utah · Construction

$3M in assets, 9 participants

Nelson Brothers Construction's Nbcc Retirement Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,860 in Construction (9,030 peers)

Nelson Brothers Construction multi-year trail

Nelson Brothers Construction's plans moved -22.1% in assets from 2022 to 2024; this filing shows Nbcc Retirement Plan at $3M / 9 participants.

#2,860
in Construction (9,030 peers)
+9.4%
assets growth YoY

Nbcc Retirement Plan's mid-pack asset rank among Construction and all filers

Nbcc Retirement Plan vs every filed plan by assets

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

$2,623,204 34th percentile higher than 34% 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

Nbcc Retirement 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. Nbcc Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nbcc Retirement Plan reported net income rose from -$323K in the plan year 2022 filing to $228K in the plan year 2023 filing.
  • Nbcc Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 870242060 · Nelson Brothers Construction PY 2023 · Money Purchase

Nbcc Retirement Plan · $3M · 9 · 34th

  • SCH $3M
  • EBSA 9
  • PART 34th
  • TYPE Money Purchase
  • NET near Community Transportation Association of America, Inc. Pension Plan
  • BOOK ind #2860

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 Construction retirement plans → · Plans in Utah →

Nbcc Retirement Plan in the asset neighbourhood

Community Transportation Association of America, Inc. Pension PlanCommunity Transportation Ass…$3MNbcc Retirement Plan$3MSign, Pictorial and Display Union Local 591 Supplemental Pension FundSign, Pictorial and Display …$3MRoseland Community Hospital Employees' Pension PlanRoseland Community Hospital …$3MHawaii Teamsters Meat Cutters Annuity PlanHawaii Teamsters Meat Cutter…$3M
End-of-year total assets ($M) among Nbcc Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Nelson Brothers Construction multi-year asset trail

Sponsor-wide plan assets over time

All Nelson Brothers Construction plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.078231770384956% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.4M $1.87M ▼ -22.1%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $3M
2024 1 10 $2M

Nelson Brothers Construction filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$228K
Employer EIN870242060
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Utah

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Nbcc Retirement Plan vs. nearby Money Purchase plans in Utah, assets vs. participants Scatter plot of 5 data points. -200002000400060008000 -50050100150 Total assets ($M) Participants Nbcc Retirement Plan, Total assets ($M): 2.623204 · Participants: 9Nbcc Retirement PlanCarolina Electrical Workers Retirement Fund, Total assets ($M): 136.089737 · Participants: 5806Carolina Electrical Workers Retirement FundOocl (USA) Inc. Defined Contribution Pension Plan, Total assets ($M): 90.123232 · Participants: 464Oocl (USA) Inc. Defined Contribution Pension PlanRowland Hall, Saint Mark's School 403(b) DC Plan, Total assets ($M): 38.350898 · Participants: 265Rowland Hall, Saint Mark's School 403(b) DC PlanWestern States Water Council Money Purchase Pension Plan, Total assets ($M): 2.108903 · Participants: 5Western States Water Council Money Purchase Pension Plan
Nbcc Retirement Plan vs. nearby Money Purchase plans in Utah, assets vs. participants
Compare Nbcc Retirement Plan side-by-side with 3 peers →

Nbcc Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Utah, the nearest Money Purchase by assets is Community Transportation Association of America, Inc. Pension Plan in DC ($3M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Nbcc Retirement Plan assets move in 2023? ▼
Nbcc Retirement Plan grew at a solid clip - up 9.4% during 2023, from $2M to $3M. Reported net income was $228K.
How have Nelson Brothers Construction plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson Brothers Construction's sponsor-wide assets declined 22.1%, from $2M to $2M.
Which Money Purchase plans are similar in size to Nbcc Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Community Transportation Association of America, Inc. Pension Plan in DC ($3M, 20 participants).
Which Money Purchase plans cover a similar participant headcount to Nbcc Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (9 participants, $2M 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 870242060.

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.