401(k) · DOL Form 5500 · 2023

Nelson Worldwide, LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
676
Participants Below avg headcount
89th
Percentile by assets National rank
$106,802
Avg per participant Below avg balance/head
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Official DOL plan name: Nelson Worldwide, LLC 401(k) Plan · Sponsored by Nelson Worldwide, LLC · Pennsylvania · Professional & Technical Services

$72M in assets, 676 participants

Nelson Worldwide, LLC's Nelson Worldwide, LLC 401(k) Plan reported $72M in total assets and 676 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,302 in Professional & Technical Services (20,321 peers)

Where Nelson Worldwide, LLC 401(k) Plan sits by assets

Nelson Worldwide, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $72M for 676 participants (~$106,802/participant), up 10.1% in 2023.

#18,302
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Nelson Worldwide, LLC 401(k) Plan's outsized position by total assets

Nelson Worldwide, LLC 401(k) Plan vs every filed plan by assets

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

$72,198,063 Top 11% higher than 89% 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

Nelson Worldwide, LLC 401(k) 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. Nelson Worldwide, LLC 401(k) Plan sits mid-pack in the medium band (676 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nelson Worldwide, LLC 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Nelson Worldwide, LLC 401(k) Plan reported participants rose from 579 in the plan year 2022 filing to 676 in the plan year 2023 filing.
  • Nelson Worldwide, LLC 401(k) Plan end-of-year assets rose from $66M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232085599 · Nelson Worldwide, LLC PY 2023 · 401(k)

Nelson Worldwide, LLC 401(k) Plan · $72M · 676 · 89th

  • SCH $72M
  • SCH 676
  • SCH 89th
  • SCH 401(k)
  • SCH near Hartzell Propeller, Inc. 401(k) Profit Sharing Plan
  • SCH ind #18302

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Nelson Worldwide, LLC 401(k) Plan in the asset neighbourhood

Udemy Inc. Retirement Savings PlanUdemy Inc. Retirement Saving…$72MNelson Worldwide, LLC 401(k) PlanNelson Worldwide, LLC 401(k)…$72MHartzell Propeller, Inc. 401(k) Profit Sharing PlanHartzell Propeller, Inc. 401…$72MAppvion, LLC Retirement Savings PlanAppvion, LLC Retirement Savi…$72MSher Garner Cahill Richter Klein & Hilbert, LLC 401(k) Profit Sharing PlanSher Garner Cahill Richter K…$72M
End-of-year total assets ($M) among Nelson Worldwide, LLC 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)$66M
Net Assets (End of Year)$72M
Net Income$7M
Employer EIN232085599
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nelson Worldwide, LLC)

Sponsor-wide plan assets over time

All Nelson Worldwide, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$80M 22.364322830692764% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $65.6M $80.2M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 579 $66M
2023 1 676 $72M
2024 1 524 $80M

Nearby 401(k) Plans in Pennsylvania

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

Nelson Worldwide, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Nelson Worldwide, LLC 401(k) Plan, Total assets ($B): 0.072198063 · Participants: 676Nelson Worldwide, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Nelson Worldwide, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Nelson Worldwide, LLC 401(k) Plan side-by-side with 3 peers →

Nelson Worldwide, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hartzell Propeller, Inc. 401(k) Profit Sharing Plan in OH ($72M); by covered participants it is The Pleasant Companies 401(k) Plan and Trust in MD (676 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (676 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 Nelson Worldwide, LLC 401(k) Plan assets move in 2023? ▼
Nelson Worldwide, LLC 401(k) Plan grew at a solid clip - up 10.1% during 2023, from $66M to $72M. Reported net income was $7M.
How have Nelson Worldwide, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson Worldwide, LLC's sponsor-wide assets grew 22.4%, from $66M to $80M.
Where does Nelson Worldwide, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Nelson Worldwide, LLC 401(k) Plan ranks in the 89th 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 Nelson Worldwide, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hartzell Propeller, Inc. 401(k) Profit Sharing Plan in OH ($72M, 394 participants).
Which 401(k) plans cover a similar participant headcount to Nelson Worldwide, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Pleasant Companies 401(k) Plan and Trust in MD (676 participants, $20M 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 232085599.

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.