401(k) · DOL Form 5500 · 2023

Nu-Calgon Wholesaler, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
76
Participants Small participant base
82nd
Percentile by assets National rank
$474,680
Avg per participant High balance/head
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Official DOL plan name: Nu-Calgon Wholesaler, Inc. 401(k) Plan · Sponsored by Nu-Calgon Wholesaler, Inc. · Missouri · Wholesale Trade

$36M in assets, 76 participants

Nu-Calgon Wholesaler, Inc.'s Nu-Calgon Wholesaler, Inc. 401(k) Plan reported $36M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,163 in Wholesale Trade (6,309 peers)

Where Nu-Calgon Wholesaler, Inc. 401(k) Plan sits by assets

Nu-Calgon Wholesaler, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 76 participants (~$474,680/participant), up 18.3% in 2023.

#5,163
in Wholesale Trade (6,309 peers)
+18.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Nu-Calgon Wholesaler, Inc. 401(k) Plan's outsized position by total assets

Nu-Calgon Wholesaler, Inc. 401(k) Plan vs every filed plan by assets

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

$36,075,702 Top 18% higher than 82% 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

Nu-Calgon Wholesaler, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nu-Calgon Wholesaler, Inc. 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nu-Calgon Wholesaler, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Nu-Calgon Wholesaler, Inc. 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Nu-Calgon Wholesaler, Inc. 401(k) Plan reported participants fell from 77 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431586706 · Nu-Calgon Wholesaler, Inc. PY 2023 · 401(k)

Nu-Calgon Wholesaler, Inc. 401(k) Plan · $36M · 76 · 82nd

  • TYPE $36M
  • NET 76
  • BOOK 82nd
  • VS-ST 401(k)
  • BOY near Custom Computer Specialists, LLC 401(k) Plan
  • SCH ind #5163

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 Missouri →

Nu-Calgon Wholesaler, Inc. 401(k) Plan in the asset neighbourhood

Nu-Calgon Wholesaler, Inc. 401(k) PlanNu-Calgon Wholesaler, Inc. 4…$36MCustom Computer Specialists, LLC 401(k) PlanCustom Computer Specialists,…$36MRubenstein 401(k) Plan$36MBrighton Jones, LLC 401(k) Profit Sharing Plan & TrustBrighton Jones, LLC 401(k) P…$36MHmt 401(k) Retirement Plan$36M
End-of-year total assets ($M) among Nu-Calgon Wholesaler, Inc. 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)$31M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN431586706
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nu-Calgon Wholesaler, Inc.)

Sponsor-wide plan assets over time

All Nu-Calgon Wholesaler, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 40.957978765236106% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.5M $43M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 77 $31M
2023 1 76 $36M
2024 1 80 $43M

Nearby 401(k) Plans in Missouri

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

Nu-Calgon Wholesaler, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Nu-Calgon Wholesaler, Inc. 401(k) Plan, Total assets ($B): 0.036075702 · Participants: 76Nu-Calgon Wholesaler, Inc. 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Nu-Calgon Wholesaler, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Nu-Calgon Wholesaler, Inc. 401(k) Plan side-by-side with 3 peers →

Nu-Calgon Wholesaler, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Custom Computer Specialists, LLC 401(k) Plan in NY ($36M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Nu-Calgon Wholesaler, Inc. 401(k) Plan assets move in 2023? ▼
Nu-Calgon Wholesaler, Inc. 401(k) Plan grew sharply - up 18.3% during 2023, from $31M to $36M. Reported net income was $6M.
How have Nu-Calgon Wholesaler, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nu-Calgon Wholesaler, Inc.'s sponsor-wide assets grew 41.0%, from $31M to $43M.
Where does Nu-Calgon Wholesaler, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Nu-Calgon Wholesaler, Inc. 401(k) Plan ranks in the 82nd 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 Nu-Calgon Wholesaler, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Custom Computer Specialists, LLC 401(k) Plan in NY ($36M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Nu-Calgon Wholesaler, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 431586706.

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.