401(k) · DOL Form 5500 · 2023
Waldemar S Nelson & Company, Inc 401(k) Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 220
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $454,593
- Avg per participant High balance/head
Official DOL plan name: Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust · Sponsored by Waldemar S Nelson & Company, Inc · Louisiana · Professional & Technical Services
$100M in assets, 220 participants
Waldemar S Nelson & Company, Inc's Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust reported $100M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #18,787 in Professional & Technical Services (20,321 peers)
Coverage in Louisiana
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust covers 220 participants in Louisiana, about 44% of the average Louisiana filer (state average ~495 per filing). Assets: $100M.
- #18,787
- in Professional & Technical Services (20,321 peers)
- +6.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust's outsized position by total assets
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$100,010,355 Top 9% higher than 91% 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
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust 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. Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust sits mid-pack in the medium band (220 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust reported net income rose from -$18M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust reported participants fell from 241 in the plan year 2022 filing to 220 in the plan year 2023 filing.
- Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust end-of-year assets rose from $94M in the plan year 2022 filing to $100M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 720488863 · Waldemar S Nelson & Company, Inc PY 2023 · 401(k)
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust · $100M · 220 · 91st
- BOOK $100M
- BOOK 220
- BOOK 91st
- BOOK 401(k)
- BOOK near Kuhn North America Retirement Savings Plan
- BOOK ind #18787
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 Louisiana →
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $6M |
| Employer EIN | 720488863 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waldemar S Nelson & Company, Inc)
Sponsor-wide plan assets over time
All Waldemar S Nelson & Company, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 3.726225103732787% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 241 | $94M |
| 2023 | 1 | 220 | $100M |
| 2024 | 1 | 227 | $98M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Kuhn North America Retirement Savings Plan in WI ($100M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- Kuhn North America Retirement Savings Plan (WI) $100M · 673
- Kirton Mcconkie Retirement Plan (UT) $100M · 216
- Secu/S3 401(k) Retirement Plan (MD) $100M · 1,272
- G.L. Homes of Florida Corporation 401(k) Plan (FL) $100M · 566
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- Dennelisse Corporation 401(k) Plan (NY) 220 · 0 off
- Dickinson Frozen Foods, Inc Employees' 401(k) Profit Sharing Plan (ID) 220 · 0 off
- Kiniksa Pharmaceuticals 401(k) Plan (MA) 220 · 0 off
- Greenleaf Trust 401(k) Plan (MI) 220 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.