401(k) · DOL Form 5500 · 2023
Nexus Management, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $89,207
- Avg per participant Below avg balance/head
Official DOL plan name: Nexus/Sherwood Retirement Plan · Sponsored by Nexus Management, LLC · New Jersey · Real Estate
$15M in assets, 170 participants
Nexus Management, LLC's Nexus/Sherwood Retirement Plan reported $15M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #3,910 in Real Estate (4,727 peers)
Coverage in New Jersey
Nexus/Sherwood Retirement Plan covers 170 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.
- #3,910
- in Real Estate (4,727 peers)
- +20.4%
- assets growth YoY
Nexus/Sherwood Retirement Plan's outsized position by total assets
Nexus/Sherwood Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,165,125 Top 33% higher than 67% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Nexus/Sherwood 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. Nexus/Sherwood Retirement Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nexus/Sherwood Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Nexus/Sherwood Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 208110953 · Nexus Management, LLC PY 2023 · 401(k)
Nexus/Sherwood Retirement Plan · $15M · 170 · 67th
- BOOK $15M
- BOOK 170
- BOOK 67th
- BOOK 401(k)
- BOOK near Hospice of the Red River Valley 401(k) Plan
- BOOK ind #3910
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 Real Estate retirement plans → · Plans in New Jersey →
Nexus/Sherwood Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 208110953 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nexus Management, LLC)
Sponsor-wide plan assets over time
All Nexus Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 33.697555333742244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $13M |
| 2023 | 1 | 170 | $15M |
| 2024 | 1 | 176 | $17M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Nexus/Sherwood Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Hospice of the Red River Valley 401(k) Plan in ND ($15M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Keystone-Pacific 401(k) Plan (OR) 170 · 0 off
- Onin Group 401(k) Plan (AL) 170 · 0 off
- P.W. Gillibrand Company Tax-Deferred Savings Plan (CA) 170 · 0 off
- Tulsa Zoo Management, Inc. 401(k) Plan (OK) 170 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.