401(k) · DOL Form 5500 · 2023

J. Nelson Family Corp. 401(k) Plan

Data updated 2026-08-25

$824K
Total assets Small plan by assets
20
Participants Small participant base
22nd
Percentile by assets National rank
$41,178
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. Nelson Family Corp. 401(k) Plan · Sponsored by J. Nelson Family Corp. · Florida · Other Services

$824K in assets, 20 participants

J. Nelson Family Corp.'s J. Nelson Family Corp. 401(k) Plan reported $824K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,587 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, J. Nelson Family Corp. 401(k) Plan ranks #3,587 of 7,857 2023 filers by assets (2437% of the sector average)-$824K for 20 participants.

#3,587
in Other Services (7,857 peers)
+26.7%
assets growth YoY

J. Nelson Family Corp. 401(k) Plan among the smaller filed plans by assets

J. Nelson Family Corp. 401(k) Plan vs every filed plan by assets

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

$823,561 22nd percentile higher than 22% 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

J. Nelson Family Corp. 401(k) 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. J. Nelson Family Corp. 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. Nelson Family Corp. 401(k) Plan reported participants rose from 15 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • J. Nelson Family Corp. 401(k) Plan reported net income rose from $136K in the plan year 2022 filing to $173K in the plan year 2023 filing.
  • J. Nelson Family Corp. 401(k) Plan end-of-year assets rose from $650K in the plan year 2022 filing to $824K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471751245 · J. Nelson Family Corp. PY 2023 · 401(k)

J. Nelson Family Corp. 401(k) Plan · $824K · 20 · 22nd

  • PART $824K
  • PART 20
  • PART 22nd
  • PART 401(k)
  • PART near Boardwalk Capital Management, Inc. 401(k) Plan
  • PART ind #3587

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 Other Services retirement plans → · Plans in Florida →

J. Nelson Family Corp. 401(k) Plan in the asset neighbourhood

J. Nelson Family Corp. 401(k) PlanJ. Nelson Family Corp. 401(k…$824KBoardwalk Capital Management, Inc. 401(k) PlanBoardwalk Capital Management…$824KWeb Equipment USA LLC 401(k) Profit Sharing Plan & TrustWeb Equipment USA LLC 401(k)…$824KPro's Epicurean Marketplace & Cafe Retirement PlanPro's Epicurean Marketplace …$823KIcadv 401(k) Plan$824K
End-of-year total assets ($M) among J. Nelson Family Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$650K
Net Assets (End of Year)$824K
Net Income$173K
Employer EIN471751245
Plan Effective Date2014-09-04
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Nelson Family Corp.)

Sponsor-wide plan assets over time

All J. Nelson Family Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 161.17608691973646% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.65M $1.7M ▲ +161.5%
Year Plans Participants Total Assets
2022 1 15 $650K
2023 1 20 $824K
2024 3 57 $2M

Nearby 401(k) Plans in Florida

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

J. Nelson Family Corp. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants J. Nelson Family Corp. 401(k) Plan, Total assets ($B): 0.000823561 · Participants: 20J. Nelson Family Corp. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
J. Nelson Family Corp. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare J. Nelson Family Corp. 401(k) Plan side-by-side with 3 peers →

J. Nelson Family Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Boardwalk Capital Management, Inc. 401(k) Plan in GA ($824K); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 J. Nelson Family Corp. 401(k) Plan assets move in 2023? ▼
J. Nelson Family Corp. 401(k) Plan grew sharply - up 26.7% during 2023, from $650K to $824K. Reported net income was $173K.
How have J. Nelson Family Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Nelson Family Corp.'s sponsor-wide assets grew 161.2%, from $650K to $2M.
Where does J. Nelson Family Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
J. Nelson Family Corp. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to J. Nelson Family Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boardwalk Capital Management, Inc. 401(k) Plan in GA ($824K, 1 participant).
Which 401(k) plans cover a similar participant headcount to J. Nelson Family Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 471751245.

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.