401(k) · DOL Form 5500 · 2023

Gary D. Nelson Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
175
Participants Small participant base
71st
Percentile by assets National rank
$103,710
Avg per participant Below avg balance/head
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Official DOL plan name: Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Gary D. Nelson Associates, Inc. · California · Administrative & Support Services

$18M in assets, 175 participants

Gary D. Nelson Associates, Inc.'s Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust reported $18M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,710 in Administrative & Support Services (4,372 peers)

Coverage in California

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust covers 175 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $18M.

#3,710
in Administrative & Support Services (4,372 peers)
+7.1%
assets growth YoY

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$18,149,328 Top 29% higher than 71% 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

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust 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. Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 181 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941726599 · Gary D. Nelson Associates, Inc. PY 2023 · 401(k)

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust · $18M · 175 · 71st

  • EIN $18M
  • RANK 175
  • PHOTO 71st
  • IND 401(k)
  • EOY near Metcut Research Associates Inc. Incentive Savings Plan
  • 5500 ind #3710

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 Administrative & Support Services retirement plans → · Plans in California →

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and TrustGary D. Nelson Associates, I…$18MMetcut Research Associates Inc. Incentive Savings PlanMetcut Research Associates I…$18M403(b) Thrift Plan for Employees of Hospice, Inc.403(b) Thrift Plan for Emplo…$18MCreform Corporation 401(k) Retirement PlanCreform Corporation 401(k) R…$18MBestbet Holdings, Inc. 401(k) PlanBestbet Holdings, Inc. 401(k…$18M
End-of-year total assets ($M) among Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN941726599
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gary D. Nelson Associates, Inc.)

Sponsor-wide plan assets over time

All Gary D. Nelson Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 0.5773514462828455% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M$18.5M 202220232024 $16.9M $16.8M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 181 $17M
2023 1 175 $18M
2024 1 248 $17M

Nearby 401(k) Plans in California

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

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.018149328 · Participants: 175Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Metcut Research Associates Inc. Incentive Savings Plan in OH ($18M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 7.1% during 2023, from $17M to $18M. Reported net income was $1M.
How have Gary D. Nelson Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gary D. Nelson Associates, Inc.'s sponsor-wide assets declined 0.6%, from $17M to $17M.
Which 401(k) plans are similar in size to Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Metcut Research Associates Inc. Incentive Savings Plan in OH ($18M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 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 941726599.

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.