401(k) · DOL Form 5500 · 2023

Waldemar S Nelson & Company, Inc 401(k) Plan

Data updated 2026-08-11

$100M
Total assets
220
Participants
91st
Percentile by assets
$454,593
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$100M
total plan assets (2023 EOY)
220
covered participants
91st
percentile by assets (of 127,072 plans)
$454,593
avg assets per participant

Where Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Louisiana
Industry
Professional & Technical Services

Participants vs Louisiana filers

In Louisiana, the average filing covers about 495 participants across 1,155 plans. Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust reports 220 participants - about 44% of that state average ($100M EOY assets).

Louisiana filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$100M
Net Income$6M
Employer EIN720488863
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waldemar S Nelson & Company, Inc)

$92M$94M$96M$98M$100M$102M 202220232024 $94.2M $97.7M ▲ +3.7%
Total plan assets by year, all Waldemar S Nelson & Company, Inc plans on file
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.

Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Waldemar S. Nelson &…, Total assets ($B): 0.100010355 · Participants: 220Waldemar S. Nelson &…Lumen 401(k) Savings…, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings…Savings Plan of Ente…, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Ente…Ochsner Clinic Found…, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Found…Louisiana Children's…, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's…Amedisys Holding, LL…, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LL…
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Waldemar S. Nelson & Company, Inc. 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust assets move in 2023? ▼
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust grew at a solid clip - up 6.2% during 2023, from $94M to $100M. Reported net income was $6M.
How have Waldemar S Nelson & Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waldemar S Nelson & Company, Inc's sponsor-wide assets grew 3.7%, from $94M to $98M.
Where does Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kuhn North America Retirement Savings Plan in WI ($100M, 673 participants).

Next read for Waldemar S. Nelson & Company, Inc. 401(k…

Filing takeaways

Ways to act on Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust's numbers.

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 720488863.

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.