Profit Sharing · DOL Form 5500 · 2024

Karl S. Nelson Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Karl S. Nelson Profit Sharing Plan · Sponsored by Karl S. Nelson · New Jersey · Finance & Insurance

$1M in assets, 1 participants

Karl S. Nelson's Karl S. Nelson Profit Sharing Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,191 in Finance & Insurance (8,549 peers)

Karl S. Nelson multi-year trail

Karl S. Nelson's plans moved +26.8% in assets from 2022 to 2024; this filing shows Karl S. Nelson Profit Sharing Plan at $1M / 1 participant.

#1,191
in Finance & Insurance (8,549 peers)
+12.3%
assets growth YoY

Karl S. Nelson Profit Sharing Plan among the smaller filed plans by assets

Karl S. Nelson Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,098,825 24th percentile higher than 24% 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

Karl S. Nelson Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Karl S. Nelson Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Karl S. Nelson Profit Sharing Plan end-of-year assets rose from $979K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Karl S. Nelson Profit Sharing Plan reported net income rose from $112K in the plan year 2023 filing to $120K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 900760674 · Karl S. Nelson PY 2024 · Profit Sharing

Karl S. Nelson Profit Sharing Plan · $1M · 1 · 24th

  • PCT $1M
  • EIN 1
  • RANK 24th
  • PHOTO Profit Sharing
  • IND near Jonathan E Reimber, Md, PC Profit Sharing Plan
  • EOY ind #1191

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Karl S. Nelson Profit Sharing Plan in the asset neighbourhood

Karl S. Nelson Profit Sharing PlanKarl S. Nelson Profit Sharin…$1MJonathan E Reimber, Md, PC Profit Sharing PlanJonathan E Reimber, Md, PC P…$1MSteven Goldman Attorney at Law Profit Sharing PlanSteven Goldman Attorney at L…$1MLinda Rogers & Associates 401(k) PlanLinda Rogers & Associates 40…$1MYellow Bear Inc. Retirement PlanYellow Bear Inc. Retirement …$1M
End-of-year total assets ($M) among Karl S. Nelson Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Karl S. Nelson multi-year asset trail

Sponsor-wide plan assets over time

All Karl S. Nelson plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.845556235353875% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.87M $1.1M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 1 $866K
2023 1 1 $979K
2024 1 1 $1M

Karl S. Nelson filing trail (2024)

Total Assets (Beginning of Year)$979K
Net Assets (End of Year)$1M
Net Income$120K
Employer EIN900760674
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Karl S. Nelson Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Karl S. Nelson Profit Sharing Plan, Total assets ($B): 0.001098825 · Participants: 1Karl S. Nelson Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
Karl S. Nelson Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Karl S. Nelson Profit Sharing Plan side-by-side with 3 peers →

Karl S. Nelson Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Jonathan E Reimber, Md, PC Profit Sharing Plan in GA ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Karl S. Nelson Profit Sharing Plan assets move in 2024? ▼
Karl S. Nelson Profit Sharing Plan grew at a solid clip - up 12.3% during 2024, from $979K to $1M. Reported net income was $120K.
How have Karl S. Nelson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karl S. Nelson's sponsor-wide assets grew 26.8%, from $866K to $1M.
Where does Karl S. Nelson Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Karl S. Nelson Profit Sharing Plan ranks in the 24th 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 Profit Sharing plans are similar in size to Karl S. Nelson Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jonathan E Reimber, Md, PC Profit Sharing Plan in GA ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Karl S. Nelson Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 900760674.

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.