401(k) · DOL Form 5500 · 2023

Nucara Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
441
Participants Below avg headcount
72nd
Percentile by assets National rank
$44,789
Avg per participant Low balance/head
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Official DOL plan name: Nucara Management Group, Inc. 401(k) Plan · Sponsored by Nucara Management Group, Inc. · Iowa · Retail Trade

$20M in assets, 441 participants

Nucara Management Group, Inc.'s Nucara Management Group, Inc. 401(k) Plan reported $20M in total assets and 441 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,941 in Retail Trade (8,414 peers)

Nucara Management Group, Inc. multi-year trail

Nucara Management Group, Inc.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows Nucara Management Group, Inc. 401(k) Plan at $20M / 441 participants.

#6,941
in Retail Trade (8,414 peers)
+20.5%
assets growth YoY

Nucara Management Group, Inc. 401(k) Plan's outsized position by total assets

Nucara Management Group, Inc. 401(k) Plan vs every filed plan by assets

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

$19,751,752 Top 28% higher than 72% 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

Nucara Management Group, Inc. 401(k) 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. Nucara Management Group, Inc. 401(k) Plan sits mid-pack in the medium band (441 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nucara Management Group, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Nucara Management Group, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Nucara Management Group, Inc. 401(k) Plan reported participants fell from 447 in the plan year 2022 filing to 441 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134322286 · Nucara Management Group, Inc. PY 2023 · 401(k)

Nucara Management Group, Inc. 401(k) Plan · $20M · 441 · 72nd

  • BOOK $20M
  • BOOK 441
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near Arrow Tru-Line, Inc. 401(k) Profit Sharing Plan and Trust
  • BOOK ind #6941

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 Retail Trade retirement plans → · Plans in Iowa →

Nucara Management Group, Inc. 401(k) Plan in the asset neighbourhood

Nucara Management Group, Inc. 401(k) PlanNucara Management Group, Inc…$20MArrow Tru-Line, Inc. 401(k) Profit Sharing Plan and TrustArrow Tru-Line, Inc. 401(k) …$20MPacific Medical, Inc. 401(k) PlanPacific Medical, Inc. 401(k)…$20MSonoma Technology, Inc. 401(k) Retirement PlanSonoma Technology, Inc. 401(…$20M3md, Inc. 401(k) Plan$20M
End-of-year total assets ($M) among Nucara Management Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nucara Management Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nucara Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 36.63865628277579% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.4M $22.4M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 447 $16M
2023 1 441 $20M
2024 1 445 $22M

Nucara Management Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN134322286
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Nucara Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Nucara Management Group, Inc. 401(k) Plan, Total assets ($B): 0.019751752 · Participants: 441Nucara Management Group, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Nucara Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Nucara Management Group, Inc. 401(k) Plan side-by-side with 3 peers →

Nucara Management Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Arrow Tru-Line, Inc. 401(k) Profit Sharing Plan and Trust in OH ($20M); by covered participants it is Diamatrix, Inc. Retirement and Profit Sharing Plan in PA (441 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (441 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 Nucara Management Group, Inc. 401(k) Plan assets move in 2023? ▼
Nucara Management Group, Inc. 401(k) Plan grew sharply - up 20.5% during 2023, from $16M to $20M. Reported net income was $3M.
How have Nucara Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nucara Management Group, Inc.'s sponsor-wide assets grew 36.6%, from $16M to $22M.
Which 401(k) plans are similar in size to Nucara Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arrow Tru-Line, Inc. 401(k) Profit Sharing Plan and Trust in OH ($20M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Nucara Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Diamatrix, Inc. Retirement and Profit Sharing Plan in PA (441 participants, $34M 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 134322286.

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.