401(k) · DOL Form 5500 · 2023

Nelsoncorp Wealth Management 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
40th
Percentile by assets National rank
$241,779
Avg per participant Above avg balance/head
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Official DOL plan name: Nelsoncorp Wealth Management 401(k) Plan · Sponsored by Nelsoncorp Wealth Management · Iowa · Finance & Insurance

$4M in assets, 16 participants

Nelsoncorp Wealth Management's Nelsoncorp Wealth Management 401(k) Plan reported $4M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,475 in Finance & Insurance (8,869 peers)

Nelsoncorp Wealth Management multi-year trail

Nelsoncorp Wealth Management's plans moved +39.3% in assets from 2022 to 2024; this filing shows Nelsoncorp Wealth Management 401(k) Plan at $4M / 16 participants.

#2,475
in Finance & Insurance (8,869 peers)
+11.3%
assets growth YoY

Nelsoncorp Wealth Management 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Nelsoncorp Wealth Management 401(k) Plan vs every filed plan by assets

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

$3,868,456 40th percentile higher than 40% 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

Nelsoncorp Wealth Management 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. Nelsoncorp Wealth Management 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nelsoncorp Wealth Management 401(k) Plan reported net income rose from -$11K in the plan year 2022 filing to $394K in the plan year 2023 filing.
  • Nelsoncorp Wealth Management 401(k) Plan reported participants rose from 13 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Nelsoncorp Wealth Management 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363492016 · Nelsoncorp Wealth Management PY 2023 · 401(k)

Nelsoncorp Wealth Management 401(k) Plan · $4M · 16 · 40th

  • PART $4M
  • TYPE 16
  • NET 40th
  • BOOK 401(k)
  • VS-ST near North Fulton Internal Medicine Group PC Retirement Plan
  • BOY ind #2475

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 Iowa →

Nelsoncorp Wealth Management 401(k) Plan in the asset neighbourhood

Nelsoncorp Wealth Management 401(k) PlanNelsoncorp Wealth Management…$4MNorth Fulton Internal Medicine Group PC Retirement PlanNorth Fulton Internal Medici…$4MDick Masheter Ford 401(k) PlanDick Masheter Ford 401(k) Pl…$4MBay Composites Inc Retirement PlanBay Composites Inc Retiremen…$4MBoller Construction Company, Inc. 401(k) PlanBoller Construction Company,…$4M
End-of-year total assets ($M) among Nelsoncorp Wealth Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nelsoncorp Wealth Management multi-year asset trail

Sponsor-wide plan assets over time

All Nelsoncorp Wealth Management plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.33615355837578% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.47M $4.84M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 16 $4M
2024 1 19 $5M

Nelsoncorp Wealth Management filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$394K
Employer EIN363492016
Plan Effective Date2003-02-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Nelsoncorp Wealth Management 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Nelsoncorp Wealth Management 401(k) Plan, Total assets ($B): 0.003868456 · Participants: 16Nelsoncorp Wealth Management 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
Nelsoncorp Wealth Management 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Nelsoncorp Wealth Management 401(k) Plan side-by-side with 3 peers →

Nelsoncorp Wealth Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is North Fulton Internal Medicine Group PC Retirement Plan in GA ($4M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Nelsoncorp Wealth Management 401(k) Plan assets move in 2023? ▼
Nelsoncorp Wealth Management 401(k) Plan grew at a solid clip - up 11.3% during 2023, from $3M to $4M. Reported net income was $394K.
How have Nelsoncorp Wealth Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelsoncorp Wealth Management's sponsor-wide assets grew 39.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Nelsoncorp Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Fulton Internal Medicine Group PC Retirement Plan in GA ($4M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Nelsoncorp Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 363492016.

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.