401(k) · DOL Form 5500 · 2023

Nelson Automotive, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 267
Participants Below avg headcount: 62nd
Percentile by assets National rank: $43,967
Avg per participant Low balance/head

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Official DOL plan name: Nelson Auto Group 401(k)Plan · Sponsored by Nelson Automotive, Inc. · Oklahoma · Retail Trade

$12M in assets, 267 participants

Nelson Automotive, Inc.'s Nelson Auto Group 401(k)Plan reported $12M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

#6,139 in Retail Trade (8,414 peers)

Coverage in Oklahoma

Nelson Auto Group 401(k)Plan covers 267 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#6,139
in Retail Trade (8,414 peers): +31.5%
assets growth YoY

Nelson Auto Group 401(k)Plan's mid-pack asset rank among Retail Trade and all filers

Nelson Auto Group 401(k)Plan vs every filed plan by assets

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

$11,739,122 Top 38% higher than 62% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Nelson Auto Group 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. Nelson Auto Group 401(k)Plan sits mid-pack in the medium band (267 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Nelson Auto Group 401(k)Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Nelson Auto Group 401(k)Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Nelson Auto Group 401(k)Plan reported participants rose from 222 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201166802 · Nelson Automotive, Inc. PY 2023 · 401(k)

Nelson Auto Group 401(k)Plan · $12M · 267 · 62nd

RANK $12M
PHOTO 267
IND 62nd
EOY 401(k)
5500 near Baychildren's Physicians 401(k) Plan & Trust
ASSETS ind #6139

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 Oklahoma →

End-of-year total assets ($M) among Nelson Auto Group 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$12M
Net Income	$3M
Employer EIN	201166802
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Nelson Automotive, Inc.)

Latest sponsor-wide plan assets: $14M 52.12105156150846% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	222	$9M
2023	1	267	$12M
2024	1	340	$14M

Nearby 401(k) Plans in Oklahoma

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

Nelson Auto Group 401(k)Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.2B · 11,746
The Williams Investment Plus Plan $1.7B · 5,041
Oneok, Inc. 401(k) Plan $1.2B · 2,965
Bok Financial 401(k) Plan $1.0B · 4,766
Devon Energy Corporation Incentive Savings Plan $933M · 1,858

Compare Nelson Auto Group 401(k)Plan side-by-side with 3 peers →

Nelson Auto Group 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Baychildren's Physicians 401(k) Plan & Trust in CA ($12M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Baychildren's Physicians 401(k) Plan & Trust (CA) $12M · 142
Gulf View Private Investment, Inc. 401(k) Plan (FL) $12M · 248
Huntington Learning Corp. 401(k) Plan (NJ) $12M · 301
401(k) Profit Sharing Plan for Kidango, Inc. (CA) $12M · 360

Similar participant headcount

Nearest other-state filings by covered participants (267 participants); asset peers above are excluded.

Unique Fabricating Inc Profit Sharing and 401 K Plan (DE) 267 · 0 off
Crown/Loyal 401(k) Plan (NH) 267 · 0 off
Isaacson Retirement Plan (MA) 267 · 0 off
Revel Systems, Inc. 401(k) Plan (GA) 267 · 0 off

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 Nelson Auto Group 401(k)Plan assets move in 2023? ▼

Nelson Auto Group 401(k)Plan surged - up 31.5% during 2023, from $9M to $12M. Reported net income was $3M.

How have Nelson Automotive, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nelson Automotive, Inc.'s sponsor-wide assets grew 52.1%, from $9M to $14M.

Which 401(k) plans are similar in size to Nelson Auto Group 401(k)Plan? ▼

Among 401(k) plans in other states, the closest by assets is Baychildren's Physicians 401(k) Plan & Trust in CA ($12M, 142 participants).

Which 401(k) plans cover a similar participant headcount to Nelson Auto Group 401(k)Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M 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 201166802.