ESOP · DOL Form 5500 · 2023

Nelson Engineering Company ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
60
Participants Small participant base
58th
Percentile by assets National rank
$159,091
Avg per participant Above avg balance/head
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Official DOL plan name: Nelson Engineering Company Employee Stock Ownership Plan · Sponsored by Nelson Engineering Company · Florida · Professional & Technical Services

$10M in assets, 60 participants

Nelson Engineering Company's Nelson Engineering Company Employee Stock Ownership Plan reported $10M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,385 in Professional & Technical Services (20,321 peers)

Nelson Engineering Company multi-year trail

Nelson Engineering Company's plans moved +12.3% in assets from 2022 to 2024; this filing shows Nelson Engineering Company Employee Stock Ownership Plan at $10M / 60 participants.

#11,385
in Professional & Technical Services (20,321 peers)
+7.8%
assets growth YoY

Nelson Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nelson Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$9,545,485 Top 42% higher than 58% 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 Engineering Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson Engineering Company Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nelson Engineering Company Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to $625K in the plan year 2023 filing.
  • Nelson Engineering Company Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Nelson Engineering Company Employee Stock Ownership Plan reported participants fell from 65 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593183878 · Nelson Engineering Company PY 2023 · ESOP

Nelson Engineering Company Employee Stock Ownership Plan · $10M · 60 · 58th

  • RANK $10M
  • RANK 60
  • RANK 58th
  • RANK ESOP
  • RANK near Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust
  • RANK ind #11385

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 What is an ESOP? → · Plans in Florida →

Nelson Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

Foldcraft Co. Employee Stock Ownership PlanFoldcraft Co. Employee Stock…$10MNelson Engineering Company Employee Stock Ownership PlanNelson Engineering Company E…$10MTen-E Packaging Services, Inc. Employee Stock Ownership Plan and TrustTen-E Packaging Services, In…$10MRedneck Outdoor Products Inc Employee Stock Ownership Plan and TrustRedneck Outdoor Products Inc…$10MDubois & King Employee Stock Ownership PlanDubois & King Employee Stock…$10M
End-of-year total assets ($M) among Nelson Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Nelson Engineering Company multi-year asset trail

Sponsor-wide plan assets over time

All Nelson Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 12.337977859801933% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.86M $9.95M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 65 $9M
2023 1 60 $10M
2024 1 51 $10M

Nelson Engineering Company filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$625K
Employer EIN593183878
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Nelson Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Nelson Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.009545485 · Participants: 60Nelson Engineering Company Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Nelson Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Nelson Engineering Company Employee Stock Ownership Plan side-by-side with 3 peers →

Nelson Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN ($10M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Engineering Company Employee Stock Ownership Plan assets move in 2023? ▼
Nelson Engineering Company Employee Stock Ownership Plan grew at a solid clip - up 7.8% during 2023, from $9M to $10M. Reported net income was $625K.
How have Nelson Engineering Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson Engineering Company's sponsor-wide assets grew 12.3%, from $9M to $10M.
Which ESOP plans are similar in size to Nelson Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN ($10M, 46 participants).
Which ESOP plans cover a similar participant headcount to Nelson Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants, $5M 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 593183878.

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.