401(k) · DOL Form 5500 · 2022

Nelson + Morgan Architects, Inc. 401(k) Plan

Data updated 2026-08-25

$138K
Total assets Small plan by assets
3
Participants Small participant base
8th
Percentile by assets National rank
$45,868
Avg per participant Low balance/head
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Official DOL plan name: Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan · Sponsored by Nelson + Morgan Architects, Inc. · Texas · Professional & Technical Services

$138K in assets, 3 participants

Nelson + Morgan Architects, Inc.'s Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan reported $138K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,467 in Professional & Technical Services (21,562 peers)

Nelson + Morgan Architects, Inc. multi-year trail

Nelson + Morgan Architects, Inc.'s plans moved +82.3% in assets from 2022 to 2024; this filing shows Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan at $138K / 3 participants.

#1,467
in Professional & Technical Services (21,562 peers)
+6.7%
assets growth YoY

Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$137,603 8th percentile higher than 8% of 139,123 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 2022

Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 200278608 · Nelson + Morgan Architects, Inc. PY 2022 · 401(k)

Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan · $138K · 3 · 8th

  • BOY $138K
  • SCH 3
  • EBSA 8th
  • PART 401(k)
  • TYPE near Phnx Corp 401(k)
  • NET ind #1467

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 Professional & Technical Services retirement plans → · Plans in Texas →

Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Nelson + Morgan Architects, Inc. 401(k) Profit Sharing PlanNelson + Morgan Architects, …$138KPhnx Corp 401(k)$138KLoadstar, Inc. 401(k) Plan$138KC&k Components, LLC Retirement Savings PlanC&k Components, LLC Retireme…$138KHartsoch Home Inspection Team, Inc. 401(k) Profit Sharing PlanHartsoch Home Inspection Tea…$138K
End-of-year total assets ($M) among Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nelson + Morgan Architects, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nelson + Morgan Architects, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$251K 82.26274136465048% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.14M $0.25M ▲ +78.6%
Year Plans Participants Total Assets
2022 1 3 $138K
2023 1 4 $181K
2024 1 4 $251K

Nelson + Morgan Architects, Inc. filing trail (2022)

Total Assets (Beginning of Year)$129K
Net Assets (End of Year)$138K
Net Income$9K
Employer EIN200278608
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000137603 · Participants: 3Nelson + Morgan Architects, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Phnx Corp 401(k) in CA ($138K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.7% during 2022, from $129K to $138K. Reported net income was $9K.
How have Nelson + Morgan Architects, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson + Morgan Architects, Inc.'s sponsor-wide assets grew 82.3%, from $138K to $251K.
Where does Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phnx Corp 401(k) in CA ($138K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Nelson + Morgan Architects, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200278608.

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.