401(k) · DOL Form 5500 · 2024

J. Nelson Family Corp. 401(k) Plan

Data updated 2026-08-25

$514K
Total assets Small plan by assets
18
Participants Small participant base
18th
Percentile by assets National rank
$28,551
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

$514K in assets, 18 participants

J. Nelson Family Corp.'s J. Nelson Family Corp. 401(k) Plan reported $514K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,930 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, J. Nelson Family Corp. 401(k) Plan ranks #2,930 of 7,719 2024 filers by assets (3905% of the sector average)-$514K for 18 participants.

#2,930
in Other Services (7,719 peers)
+78.9%
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 2024 · DOL Form 5500

$513,909 18th percentile higher than 18% of 123,620 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 2024

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

Plan-year 2024 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 (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. Nelson Family Corp. 401(k) Plan end-of-year assets fell from $824K in the plan year 2023 filing to $514K in the plan year 2024 filing.
  • J. Nelson Family Corp. 401(k) Plan reported net income rose from $173K in the plan year 2023 filing to $227K in the plan year 2024 filing.
  • J. Nelson Family Corp. 401(k) Plan reported participants fell from 20 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 471751245 · J. Nelson Family Corp. PY 2024 · 401(k)

J. Nelson Family Corp. 401(k) Plan · $514K · 18 · 18th

  • 5500 $514K
  • ASSETS 18
  • PCT 18th
  • EIN 401(k)
  • RANK near Belching Beaver Brewery 401(k) Plan
  • PHOTO ind #2930

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…$514KBelching Beaver Brewery 401(k) PlanBelching Beaver Brewery 401(…$514KCabodi Construction Solutions, Inc. 401(k) Profit Sharing PlanCabodi Construction Solution…$514K4binks Corp. 401(k) Plan$514KTwenty29 Holdings Inc 401(k) PlanTwenty29 Holdings Inc 401(k)…$514K
End-of-year total assets ($M) among J. Nelson Family Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$287K
Net Assets (End of Year)$514K
Net Income$227K
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): 0.000513909 · Participants: 18J. Nelson Family Corp. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings 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 Belching Beaver Brewery 401(k) Plan in CA ($514K); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($514K here).

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
J. Nelson Family Corp. 401(k) Plan surged - up 78.9% during 2024, from $287K to $514K. Reported net income was $227K.
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 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Belching Beaver Brewery 401(k) Plan in CA ($514K, 149 participants).
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 Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.