ESOP · DOL Form 5500 · 2023

The Nelson Company, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
34
Participants Small participant base
43rd
Percentile by assets National rank
$134,212
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nelco Employee Stock Ownership Plan and Trust · Sponsored by The Nelson Company, Inc. · Iowa · Manufacturing

$5M in assets, 34 participants

The Nelson Company, Inc.'s Nelco Employee Stock Ownership Plan and Trust reported $5M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,837 in Manufacturing (18,722 peers)

The Nelson Company, Inc. multi-year trail

The Nelson Company, Inc.'s plans moved +49.2% in assets from 2022 to 2024; this filing shows Nelco Employee Stock Ownership Plan and Trust at $5M / 34 participants.

#4,837
in Manufacturing (18,722 peers)
+43.5%
assets growth YoY

Nelco Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Nelco Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,563,202 43rd percentile higher than 43% 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

Nelco Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelco Employee Stock Ownership Plan and Trust is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nelco Employee Stock Ownership Plan and Trust reported net income rose from $270K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Nelco Employee Stock Ownership Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Nelco Employee Stock Ownership Plan and Trust reported participants rose from 29 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421068264 · The Nelson Company, Inc. PY 2023 · ESOP

Nelco Employee Stock Ownership Plan and Trust · $5M · 34 · 43rd

  • EBSA $5M
  • PART 34
  • TYPE 43rd
  • NET ESOP
  • BOOK near Catalyst Bancorp, Inc. Employee Stock Ownership Plan
  • VS-ST ind #4837

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 What is an ESOP? → · Plans in Iowa →

Nelco Employee Stock Ownership Plan and Trust in the asset neighbourhood

Nelco Employee Stock Ownership Plan and TrustNelco Employee Stock Ownersh…$5MCatalyst Bancorp, Inc. Employee Stock Ownership PlanCatalyst Bancorp, Inc. Emplo…$5MSteckbeck Engineering & Surveying, Inc. ESOPSteckbeck Engineering & Surv…$5MUnitek Solvent Services, Inc. Employee Stock Ownership PlanUnitek Solvent Services, Inc…$5MDix & Eaton Incorporated Employee Stock Ownership PlanDix & Eaton Incorporated Emp…$5M
End-of-year total assets ($M) among Nelco Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Nelson Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Nelson Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.15556013970907% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.18M $4.74M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 34 $5M
2024 1 34 $5M

The Nelson Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN421068264
Plan Effective Date2003-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Nelco Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Nelco Employee Stock Ownership Plan and Trust, Total assets ($M): 4.563202 · Participants: 34Nelco Employee Stock Ownership Plan and TrustEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Nelco Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Nelco Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Nelco Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Catalyst Bancorp, Inc. Employee Stock Ownership Plan in LA ($5M); by covered participants it is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Nelco Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Nelco Employee Stock Ownership Plan and Trust surged - up 43.5% during 2023, from $3M to $5M. Reported net income was $1M.
How have The Nelson Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nelson Company, Inc.'s sponsor-wide assets grew 49.2%, from $3M to $5M.
Which ESOP plans are similar in size to Nelco Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Catalyst Bancorp, Inc. Employee Stock Ownership Plan in LA ($5M, 50 participants).
Which ESOP plans cover a similar participant headcount to Nelco Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants, $6M 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 421068264.

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.