401(k) · DOL Form 5500 · 2023

Nicholas & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
782
Participants Near avg headcount
83rd
Percentile by assets National rank
$50,993
Avg per participant Low balance/head
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Official DOL plan name: Nicholas & Company 401(k) Profit Sharing Plan · Sponsored by Nicholas & Co., Inc. · Utah · Wholesale Trade

$40M in assets, 782 participants

Nicholas & Co., Inc.'s Nicholas & Company 401(k) Profit Sharing Plan reported $40M in total assets and 782 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,260 in Wholesale Trade (6,309 peers)

Where Nicholas & Company 401(k) Profit Sharing Plan sits by assets

Nicholas & Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 782 participants (~$50,993/participant), up 24.2% in 2023.

#5,260
in Wholesale Trade (6,309 peers)
+24.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Nicholas & Company 401(k) Profit Sharing Plan's outsized position by total assets

Nicholas & Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$39,876,633 Top 17% higher than 83% 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

Nicholas & Company 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. Nicholas & Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (782 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nicholas & Company 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Nicholas & Company 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Nicholas & Company 401(k) Profit Sharing Plan reported participants rose from 682 in the plan year 2022 filing to 782 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870235565 · Nicholas & Co., Inc. PY 2023 · 401(k)

Nicholas & Company 401(k) Profit Sharing Plan · $40M · 782 · 83rd

  • ASSETS $40M
  • PCT 782
  • EIN 83rd
  • RANK 401(k)
  • PHOTO near Gelber Group 401(k) Plan
  • IND ind #5260

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 Utah →

Nicholas & Company 401(k) Profit Sharing Plan in the asset neighbourhood

Nicholas & Company 401(k) Profit Sharing PlanNicholas & Company 401(k) Pr…$40MGelber Group 401(k) Plan$40MLochmueller Group, Inc. 401(k) Savings PlanLochmueller Group, Inc. 401(…$40MIqe USA 401(k) Plan$40MDoxa Insurance Holdings, LLC 401(k) PlanDoxa Insurance Holdings, LLC…$40M
End-of-year total assets ($M) among Nicholas & Company 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)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN870235565
Plan Effective Date1961-10-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicholas & Co., Inc.)

Sponsor-wide plan assets over time

All Nicholas & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 39.54340334064483% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.1M $44.8M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 682 $32M
2023 1 782 $40M
2024 1 761 $45M

Nearby 401(k) Plans in Utah

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

Nicholas & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Nicholas & Company 401(k) Profit Sharing Plan, Total assets ($B): 0.039876633 · Participants: 782Nicholas & Company 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Nicholas & Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Nicholas & Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Nicholas & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Gelber Group 401(k) Plan in IL ($40M); by covered participants it is Ecovyst 401(k) Savings Plan in PA (782 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (782 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 Nicholas & Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Nicholas & Company 401(k) Profit Sharing Plan grew sharply - up 24.2% during 2023, from $32M to $40M. Reported net income was $8M.
How have Nicholas & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicholas & Co., Inc.'s sponsor-wide assets grew 39.5%, from $32M to $45M.
Where does Nicholas & Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Nicholas & Company 401(k) Profit Sharing Plan ranks in the 83rd 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 Nicholas & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gelber Group 401(k) Plan in IL ($40M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Nicholas & Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ecovyst 401(k) Savings Plan in PA (782 participants, $238M 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 870235565.

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.