401(k) · DOL Form 5500 · 2023

Nelson Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
463
Participants Below avg headcount
86th
Percentile by assets National rank
$114,429
Avg per participant Below avg balance/head
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Official DOL plan name: Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan · Sponsored by Nelson Brothers, Inc. · Alabama · Mining & Oil Extraction

$53M in assets, 463 participants

Nelson Brothers, Inc.'s Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan reported $53M in total assets and 463 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #598 in Mining & Oil Extraction (811 peers)

Where Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan sits by assets

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 463 participants (~$114,429/participant), up 18.7% in 2023.

#598
in Mining & Oil Extraction (811 peers)
+18.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan's outsized position by total assets

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan vs every filed plan by assets

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

$52,980,648 Top 14% higher than 86% 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

Nelson Brothers, Inc. Employee Capital Accumulation 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 Brothers, Inc. Employee Capital Accumulation 401(k) Plan sits mid-pack in the medium band (463 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan reported participants rose from 408 in the plan year 2022 filing to 463 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630479482 · Nelson Brothers, Inc. PY 2023 · 401(k)

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan · $53M · 463 · 86th

  • EIN $53M
  • EIN 463
  • EIN 86th
  • EIN 401(k)
  • EIN near Collibra 401(k) Plan
  • EIN ind #598

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 Mining & Oil Extraction retirement plans → · Plans in Alabama →

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan in the asset neighbourhood

Certified Registered Nurse Anesthetists 401(k) PlanCertified Registered Nurse A…$53MNelson Brothers, Inc. Employee Capital Accumulation 401(k) PlanNelson Brothers, Inc. Employ…$53MCollibra 401(k) Plan$53MWeltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & TrustWeltman, Weinberg & Reis Co.…$53MRedington-Fairview General Hospital 403(b) PlanRedington-Fairview General H…$53M
End-of-year total assets ($M) among Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN630479482
Plan Effective Date1985-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Nelson Brothers, Inc.)

Sponsor-wide plan assets over time

All Nelson Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 22.912016245120217% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.6M $54.8M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 408 $45M
2023 1 463 $53M
2024 1 479 $55M

Nearby 401(k) Plans in Alabama

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

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan, Total assets ($B): 0.052980648 · Participants: 463Nelson Brothers, Inc. Employee Capital Accumulation 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan side-by-side with 3 peers →

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Collibra 401(k) Plan in NY ($53M); by covered participants it is J. a. Riggs Tractor Company Profit Sharing Plan in AR (463 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (463 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 Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan assets move in 2023? ▼
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan grew sharply - up 18.7% during 2023, from $45M to $53M. Reported net income was $8M.
How have Nelson Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson Brothers, Inc.'s sponsor-wide assets grew 22.9%, from $45M to $55M.
Where does Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan rank by assets among Form 5500 filers? ▼
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan ranks in the 86th 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 Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collibra 401(k) Plan in NY ($53M, 765 participants).
Which 401(k) plans cover a similar participant headcount to Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J. a. Riggs Tractor Company Profit Sharing Plan in AR (463 participants, $72M 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 630479482.

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.