401(k) · DOL Form 5500 · 2023

Carl a. Nelson & Company 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
83
Participants Small participant base
76th
Percentile by assets National rank
$294,712
Avg per participant High balance/head
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Official DOL plan name: Carl a. Nelson & Company 401(k) Plan · Sponsored by Carl a. Nelson & Company · Iowa · Construction

$24M in assets, 83 participants

Carl a. Nelson & Company's Carl a. Nelson & Company 401(k) Plan reported $24M in total assets and 83 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.

  • #6,748 in Construction (9,030 peers)

Where Carl a. Nelson & Company 401(k) Plan sits by assets

Carl a. Nelson & Company 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 83 participants (~$294,712/participant), up 16.5% in 2023.

#6,748
in Construction (9,030 peers)
+16.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Carl a. Nelson & Company 401(k) Plan's outsized position by total assets

Carl a. Nelson & Company 401(k) Plan vs every filed plan by assets

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

$24,461,119 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

Carl a. Nelson & Company 401(k) 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. Carl a. Nelson & Company 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carl a. Nelson & Company 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carl a. Nelson & Company 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Carl a. Nelson & Company 401(k) Plan reported participants rose from 82 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420635367 · Carl a. Nelson & Company PY 2023 · 401(k)

Carl a. Nelson & Company 401(k) Plan · $24M · 83 · 76th

  • VS-ST $24M
  • VS-ST 83
  • VS-ST 76th
  • VS-ST 401(k)
  • VS-ST near Orthopaedic Center of South Florida, P.a. 401(k) Plan
  • VS-ST ind #6748

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 Iowa →

Carl a. Nelson & Company 401(k) Plan in the asset neighbourhood

Imperative Care, Inc. 401(k) PlanImperative Care, Inc. 401(k)…$24MCarl a. Nelson & Company 401(k) PlanCarl a. Nelson & Company 401…$24MOrthopaedic Center of South Florida, P.a. 401(k) PlanOrthopaedic Center of South …$24MFiera Capital 401(k) Plan$24MFarther Pep$24M
End-of-year total assets ($M) among Carl a. Nelson & Company 401(k) 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 EIN420635367
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carl a. Nelson & Company)

Sponsor-wide plan assets over time

All Carl a. Nelson & Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 27.72555617676548% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21M $26.8M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 82 $21M
2023 1 83 $24M
2024 1 87 $27M

Nearby 401(k) Plans in Iowa

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

Carl a. Nelson & Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Carl a. Nelson & Company 401(k) Plan, Total assets ($B): 0.024461119 · Participants: 83Carl a. Nelson & Company 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Carl a. Nelson & Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Carl a. Nelson & Company 401(k) Plan side-by-side with 3 peers →

Carl a. Nelson & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Orthopaedic Center of South Florida, P.a. 401(k) Plan in FL ($24M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Carl a. Nelson & Company 401(k) Plan assets move in 2023? ▼
Carl a. Nelson & Company 401(k) Plan grew sharply - up 16.5% during 2023, from $21M to $24M. Reported net income was $3M.
How have Carl a. Nelson & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl a. Nelson & Company's sponsor-wide assets grew 27.7%, from $21M to $27M.
Where does Carl a. Nelson & Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Carl a. Nelson & Company 401(k) 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 Carl a. Nelson & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedic Center of South Florida, P.a. 401(k) Plan in FL ($24M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Carl a. Nelson & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 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 420635367.

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.