401(k) · DOL Form 5500 · 2023

Walter E. Nelson Company 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
776
Participants Near avg headcount
76th
Percentile by assets National rank
$31,381
Avg per participant Low balance/head
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Official DOL plan name: Walter E. Nelson Company Profit-Sharing Retirement Plan · Sponsored by Walter E. Nelson Company · Oregon · Wholesale Trade

$24M in assets, 776 participants

Walter E. Nelson Company's Walter E. Nelson Company Profit-Sharing Retirement Plan reported $24M in total assets and 776 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,683 in Wholesale Trade (6,309 peers)

Where Walter E. Nelson Company Profit-Sharing Retirement Plan sits by assets

Walter E. Nelson Company Profit-Sharing Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 776 participants (~$31,381/participant), up 16.4% in 2023.

#4,683
in Wholesale Trade (6,309 peers)
+16.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Walter E. Nelson Company Profit-Sharing Retirement Plan's outsized position by total assets

Walter E. Nelson Company Profit-Sharing Retirement Plan vs every filed plan by assets

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

$24,351,869 Top 24% higher than 76% 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

Walter E. Nelson Company Profit-Sharing Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walter E. Nelson Company Profit-Sharing Retirement Plan sits mid-pack in the medium band (776 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walter E. Nelson Company Profit-Sharing Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Walter E. Nelson Company Profit-Sharing Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Walter E. Nelson Company Profit-Sharing Retirement Plan reported participants rose from 745 in the plan year 2022 filing to 776 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930643791 · Walter E. Nelson Company PY 2023 · 401(k)

Walter E. Nelson Company Profit-Sharing Retirement Plan · $24M · 776 · 76th

  • RANK $24M
  • PHOTO 776
  • IND 76th
  • EOY 401(k)
  • 5500 near Matterport, Inc. 401(k) Plan
  • ASSETS ind #4683

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 Wholesale Trade retirement plans → · Plans in Oregon →

Walter E. Nelson Company Profit-Sharing Retirement Plan in the asset neighbourhood

Walter E. Nelson Company Profit-Sharing Retirement PlanWalter E. Nelson Company Pro…$24MMatterport, Inc. 401(k) Plan$24MHit, Inc. Safe Harbor 401(k) Profit-Sharing PlanHit, Inc. Safe Harbor 401(k)…$24MStrategic Consulting Services, Inc. 401(k) Plan and TrustStrategic Consulting Service…$24MTyson & Mendes LLP 401(k) Profit Sharing Plan and TrustTyson & Mendes LLP 401(k) Pr…$24M
End-of-year total assets ($M) among Walter E. Nelson Company Profit-Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN930643791
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walter E. Nelson Company)

Sponsor-wide plan assets over time

All Walter E. Nelson Company plans reported in each filing year

Latest sponsor-wide plan assets
$29M 39.80102625193366% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $20.9M $29.2M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 745 $21M
2023 1 776 $24M
2024 1 821 $29M

Nearby 401(k) Plans in Oregon

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

Walter E. Nelson Company Profit-Sharing Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Walter E. Nelson Company Profit-Sharing Retirement Plan, Total assets ($B): 0.024351869 · Participants: 776Walter E. Nelson Company Profit-Sharing Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Walter E. Nelson Company Profit-Sharing Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Walter E. Nelson Company Profit-Sharing Retirement Plan side-by-side with 3 peers →

Walter E. Nelson Company Profit-Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Matterport, Inc. 401(k) Plan in CA ($24M); by covered participants it is Brown Automotive Group Ltd 401(k) Profit Sharing Plan & Trust in VA (776 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (776 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 Walter E. Nelson Company Profit-Sharing Retirement Plan assets move in 2023? ▼
Walter E. Nelson Company Profit-Sharing Retirement Plan grew sharply - up 16.4% during 2023, from $21M to $24M. Reported net income was $3M.
How have Walter E. Nelson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter E. Nelson Company's sponsor-wide assets grew 39.8%, from $21M to $29M.
Where does Walter E. Nelson Company Profit-Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Walter E. Nelson Company Profit-Sharing Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Walter E. Nelson Company Profit-Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Matterport, Inc. 401(k) Plan in CA ($24M, 497 participants).
Which 401(k) plans cover a similar participant headcount to Walter E. Nelson Company Profit-Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown Automotive Group Ltd 401(k) Profit Sharing Plan & Trust in VA (776 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 930643791.

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.