401(k) · DOL Form 5500 · 2023

Nelson & Nelson 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$514,976
Avg per participant High balance/head
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Official DOL plan name: Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan · Sponsored by Nelson & Nelson · Oregon · Professional & Technical Services

$2M in assets, 4 participants

Nelson & Nelson's Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,460 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan holds $2M for 4 participants - about $514,976 per participant, in the lower half of filed plans by assets.

#5,460
in Professional & Technical Services (20,321 peers)
+7.8%
assets growth YoY

Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,059,902 31st percentile higher than 31% 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

Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan reported net income rose from -$402K in the plan year 2022 filing to $149K in the plan year 2023 filing.
  • Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930669446 · Nelson & Nelson PY 2023 · 401(k)

Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan · $2M · 4 · 31st

  • VS-ST $2M
  • BOY 4
  • SCH 31st
  • EBSA 401(k)
  • PART near Silencer Central 401(k) Plan
  • TYPE ind #5460

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 Oregon →

Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan in the asset neighbourhood

Roscoe C. Nelson, Jr. 401(k) Profit Sharing PlanRoscoe C. Nelson, Jr. 401(k)…$2MSilencer Central 401(k) Plan$2MShelby Resource Management Corporation 401(k) PlanShelby Resource Management C…$2MEdward a. Fish Associates LLC 401(k) Savings PlanEdward a. Fish Associates LL…$2MCamden Community Partnership, Inc. 401(k) PlanCamden Community Partnership…$2M
End-of-year total assets ($M) among Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$149K
Employer EIN930669446
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nelson & Nelson)

Sponsor-wide plan assets over time

All Nelson & Nelson plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.801959445137891% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M 202220232024 $1.91M $2.08M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 4 $2M
2024 1 2 $2M

Nearby 401(k) Plans in Oregon

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

Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan, Total assets ($B): 0.002059902 · Participants: 4Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Silencer Central 401(k) Plan in SD ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan assets move in 2023? ▼
Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan grew at a solid clip - up 7.8% during 2023, from $2M to $2M. Reported net income was $149K.
How have Nelson & Nelson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson & Nelson's sponsor-wide assets grew 8.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silencer Central 401(k) Plan in SD ($2M, 259 participants).
Which 401(k) plans cover a similar participant headcount to Roscoe C. Nelson, Jr. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 930669446.

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.