401(k) · DOL Form 5500 · 2023

T.R. Nelson, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,805
Participants Near avg headcount
71st
Percentile by assets National rank
$9,879
Avg per participant Low balance/head
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Official DOL plan name: T.R. Nelson, Inc. Profit Sharing Plan · Sponsored by T.R. Nelson, Inc. · Wisconsin · Retail Trade

$18M in assets, 1,805 participants

T.R. Nelson, Inc.'s T.R. Nelson, Inc. Profit Sharing Plan reported $18M in total assets and 1,805 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.

  • #6,818 in Retail Trade (8,414 peers)

Coverage in Wisconsin

T.R. Nelson, Inc. Profit Sharing Plan covers 1,805 participants in Wisconsin, 3.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $18M.

#6,818
in Retail Trade (8,414 peers)
+33.6%
assets growth YoY

T.R. Nelson, Inc. Profit Sharing Plan's outsized position by total assets

T.R. Nelson, Inc. Profit Sharing Plan vs every filed plan by assets

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

$17,831,893 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

T.R. Nelson, Inc. Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. T.R. Nelson, Inc. Profit Sharing Plan lands in the large band (1,805 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T.R. Nelson, Inc. Profit Sharing Plan reported net income rose from -$520K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • T.R. Nelson, Inc. Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • T.R. Nelson, Inc. Profit Sharing Plan reported participants rose from 1,637 in the plan year 2022 filing to 1,805 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391475071 · T.R. Nelson, Inc. PY 2023 · 401(k)

T.R. Nelson, Inc. Profit Sharing Plan · $18M · 1,805 · 71st

  • IND $18M
  • IND 1,805
  • IND 71st
  • IND 401(k)
  • IND near Morris, Duffy, Alonso & Faley 401(k) Plan
  • IND ind #6818

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 Wisconsin →

T.R. Nelson, Inc. Profit Sharing Plan in the asset neighbourhood

T.R. Nelson, Inc. Profit Sharing PlanT.R. Nelson, Inc. Profit Sha…$18MMorris, Duffy, Alonso & Faley 401(k) PlanMorris, Duffy, Alonso & Fale…$18MWayne-Metropolitan Community Action Agency 401(k) Plan and Trust Amended and RestatedWayne-Metropolitan Community…$18MValicor Environmental Services, LLC 401(k) PlanValicor Environmental Servic…$18MCherokee Town & Country Club 401(k) Retirement PlanCherokee Town & Country Club…$18M
End-of-year total assets ($M) among T.R. Nelson, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN391475071
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T.R. Nelson, Inc.)

Sponsor-wide plan assets over time

All T.R. Nelson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 54.91732653665002% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.3M $20.7M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 1,637 $13M
2023 1 1,805 $18M
2024 1 2,378 $21M

Nearby 401(k) Plans in Wisconsin

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

T.R. Nelson, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants T.R. Nelson, Inc. Profit Sharing Plan, Total assets ($B): 0.017831893 · Participants: 1805T.R. Nelson, Inc. Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
T.R. Nelson, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare T.R. Nelson, Inc. Profit Sharing Plan side-by-side with 3 peers →

T.R. Nelson, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Morris, Duffy, Alonso & Faley 401(k) Plan in NY ($18M); by covered participants it is Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Salaried Employees in NJ (1,805 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,805 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 T.R. Nelson, Inc. Profit Sharing Plan assets move in 2023? ▼
T.R. Nelson, Inc. Profit Sharing Plan surged - up 33.6% during 2023, from $13M to $18M. Reported net income was $4M.
How have T.R. Nelson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T.R. Nelson, Inc.'s sponsor-wide assets grew 54.9%, from $13M to $21M.
Which 401(k) plans are similar in size to T.R. Nelson, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morris, Duffy, Alonso & Faley 401(k) Plan in NY ($18M, 118 participants).
Which 401(k) plans cover a similar participant headcount to T.R. Nelson, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Salaried Employees in NJ (1,805 participants, $860M 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 391475071.

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.