401(k) · DOL Form 5500 · 2023

Nefco Holding Company LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
629
Participants Below avg headcount
75th
Percentile by assets National rank
$35,816
Avg per participant Low balance/head
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Official DOL plan name: Nefco Holding Company LLC 401(k) Profit Sharing Plan · Sponsored by Nefco Holding Company LLC · Connecticut · Wholesale Trade

$23M in assets, 629 participants

Nefco Holding Company LLC's Nefco Holding Company LLC 401(k) Profit Sharing Plan reported $23M in total assets and 629 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,572 in Wholesale Trade (6,309 peers)

Where Nefco Holding Company LLC 401(k) Profit Sharing Plan sits by assets

Nefco Holding Company LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 629 participants (~$35,816/participant), up 32.6% in 2023.

#4,572
in Wholesale Trade (6,309 peers)
+32.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Nefco Holding Company LLC 401(k) Profit Sharing Plan's outsized position by total assets

Nefco Holding Company LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,528,558 Top 25% higher than 75% 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

Nefco Holding Company LLC 401(k) Profit Sharing 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. Nefco Holding Company LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (629 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nefco Holding Company LLC 401(k) Profit Sharing Plan reported net income rose from $735K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Nefco Holding Company LLC 401(k) Profit Sharing Plan reported participants rose from 443 in the plan year 2022 filing to 629 in the plan year 2023 filing.
  • Nefco Holding Company LLC 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061035230 · Nefco Holding Company LLC PY 2023 · 401(k)

Nefco Holding Company LLC 401(k) Profit Sharing Plan · $23M · 629 · 75th

  • NET $23M
  • NET 629
  • NET 75th
  • NET 401(k)
  • NET near Hsg Retirement Plan
  • NET ind #4572

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Nefco Holding Company LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Nefco Holding Company LLC 401(k) Profit Sharing PlanNefco Holding Company LLC 40…$23MHsg Retirement Plan$23MAmerican Messaging Savings PlanAmerican Messaging Savings P…$23MThieman Quality Metal Fab Inc. 401(k) Retirement Savings Plan and TrustThieman Quality Metal Fab In…$23MOneshield, Inc. 401(k) Retirement PlanOneshield, Inc. 401(k) Retir…$23M
End-of-year total assets ($M) among Nefco Holding Company LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN061035230
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nefco Holding Company LLC)

Sponsor-wide plan assets over time

All Nefco Holding Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 101.46586781766973% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17M $34.2M ▲ +101.5%
Year Plans Participants Total Assets
2022 1 443 $17M
2023 1 629 $23M
2024 1 813 $34M

Nearby 401(k) Plans in Connecticut

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

Nefco Holding Company LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Nefco Holding Company LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.022528558 · Participants: 629Nefco Holding Company LLC 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Nefco Holding Company LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Nefco Holding Company LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Nefco Holding Company LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Hsg Retirement Plan in NY ($23M); by covered participants it is U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees in UT (629 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (629 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 Nefco Holding Company LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Nefco Holding Company LLC 401(k) Profit Sharing Plan surged - up 32.6% during 2023, from $17M to $23M. Reported net income was $5M.
How have Nefco Holding Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nefco Holding Company LLC's sponsor-wide assets grew 101.5%, from $17M to $34M.
Where does Nefco Holding Company LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Nefco Holding Company LLC 401(k) Profit Sharing Plan ranks in the 75th 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 Nefco Holding Company LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hsg Retirement Plan in NY ($23M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Nefco Holding Company LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented Employees in UT (629 participants, $72M 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 061035230.

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.