Profit Sharing · DOL Form 5500 · 2023

Bruce R Nelson Profit Sharing Plan

Data updated 2026-08-25

$859K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$858,837
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bruce R Nelson Profit Sharing Plan · Sponsored by Bruce R Nelson · Illinois · Finance & Insurance

$859K in assets, 1 participants

Bruce R Nelson's Bruce R Nelson Profit Sharing Plan reported $859K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,248 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Bruce R Nelson Profit Sharing Plan holds $859K for 1 participant - about $858,837 per participant, among the smaller plans by assets on file.

#1,248
in Finance & Insurance (8,869 peers)
+6.2%
assets growth YoY

Bruce R Nelson Profit Sharing Plan among the smaller filed plans by assets

Bruce R Nelson Profit Sharing Plan vs every filed plan by assets

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

$858,837 22nd percentile higher than 22% 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

Bruce R 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. Bruce R 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

  • Bruce R Nelson Profit Sharing Plan reported net income rose from -$101K in the plan year 2022 filing to $50K in the plan year 2023 filing.
  • Bruce R Nelson Profit Sharing Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Bruce R Nelson Profit Sharing Plan end-of-year assets rose from $809K in the plan year 2022 filing to $859K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731639211 · Bruce R Nelson PY 2023 · Profit Sharing

Bruce R Nelson Profit Sharing Plan · $859K · 1 · 22nd

  • SCH $859K
  • EBSA 1
  • PART 22nd
  • TYPE Profit Sharing
  • NET near Dg Group Architecture, PLLC 401(k) Plan
  • BOOK ind #1248

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 Illinois →

Bruce R Nelson Profit Sharing Plan in the asset neighbourhood

Bruce R Nelson Profit Sharing PlanBruce R Nelson Profit Sharin…$859KDg Group Architecture, PLLC 401(k) PlanDg Group Architecture, PLLC …$859KPlay at Your Own Risk Entertainment Corp. Retirement PlanPlay at Your Own Risk Entert…$859KCosta Salud Savings and Retirement PlanCosta Salud Savings and Reti…$860KR Doggies, Inc. Retirement PlanR Doggies, Inc. Retirement P…$860K
End-of-year total assets ($M) among Bruce R Nelson Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$809K
Net Assets (End of Year)$859K
Net Income$50K
Employer EIN731639211
Plan Effective Date1981-11-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Bruce R Nelson)

Sponsor-wide plan assets over time

All Bruce R Nelson plans reported in each filing year

Latest sponsor-wide plan assets
$873K 8.01275670141083% vs 2022
2024 filing year
$0.8M$0.82M$0.84M$0.86M$0.88M 202220232024 $0.81M $0.87M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 2 $809K
2023 1 1 $859K
2024 1 1 $873K

Nearby Profit Sharing Plans in Illinois

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

Bruce R Nelson Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Bruce R Nelson Profit Sharing Plan, Total assets ($B): 0.000858837 · Participants: 1Bruce R Nelson Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Bruce R Nelson Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Bruce R Nelson Profit Sharing Plan side-by-side with 3 peers →

Bruce R Nelson Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Dg Group Architecture, PLLC 401(k) Plan in ID ($859K); 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 Bruce R Nelson Profit Sharing Plan assets move in 2023? ▼
Bruce R Nelson Profit Sharing Plan grew at a solid clip - up 6.2% during 2023, from $809K to $859K. Reported net income was $50K.
How have Bruce R Nelson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce R Nelson's sponsor-wide assets grew 8.0%, from $809K to $873K.
Where does Bruce R Nelson Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bruce R Nelson Profit Sharing Plan ranks in the 22nd 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 Bruce R Nelson Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dg Group Architecture, PLLC 401(k) Plan in ID ($859K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Bruce R 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 731639211.

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.