401(k) · DOL Form 5500 · 2024

Nelson Forensics, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
63
Participants Small participant base
70th
Percentile by assets National rank
$318,511
Avg per participant High balance/head
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Official DOL plan name: Nelson Forensics 401 (K) Plan · Sponsored by Nelson Forensics, LLC · Texas · Professional & Technical Services

$20M in assets, 63 participants

Nelson Forensics, LLC's Nelson Forensics 401 (K) Plan reported $20M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,041 in Professional & Technical Services (20,173 peers)

Nelson Forensics, LLC multi-year trail

Nelson Forensics, LLC's plans moved +72.3% in assets from 2022 to 2024; this filing shows Nelson Forensics 401 (K) Plan at $20M / 63 participants.

#14,041
in Professional & Technical Services (20,173 peers)
+23.6%
assets growth YoY

Nelson Forensics 401 (K) Plan's outsized position by total assets

Nelson Forensics 401 (K) Plan vs every filed plan by assets

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

$20,066,181 Top 30% higher than 70% 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

Nelson Forensics 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. Nelson Forensics 401 (K) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nelson Forensics 401 (K) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Nelson Forensics 401 (K) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Nelson Forensics 401 (K) Plan reported participants fell from 64 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472620924 · Nelson Forensics, LLC PY 2024 · 401(k)

Nelson Forensics 401 (K) Plan · $20M · 63 · 70th

  • BOY $20M
  • SCH 63
  • EBSA 70th
  • PART 401(k)
  • TYPE near Collins + Collins 401(k) Profit Sharing Plan
  • NET ind #14041

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 Professional & Technical Services retirement plans → · Plans in Texas →

Nelson Forensics 401 (K) Plan in the asset neighbourhood

Nelson Forensics 401 (K) Plan$20MCollins + Collins 401(k) Profit Sharing PlanCollins + Collins 401(k) Pro…$20MPurple Strategies 401(k) Retirement PlanPurple Strategies 401(k) Ret…$20MRelyance Bank Safe Harbor 401(k) PlanRelyance Bank Safe Harbor 40…$20MPeninsula Components 401(k) Profit Sharing Plan and TrustPeninsula Components 401(k) …$20M
End-of-year total assets ($M) among Nelson Forensics 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nelson Forensics, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Nelson Forensics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 72.25480501671927% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.7M $20.1M ▲ +72.3%
Year Plans Participants Total Assets
2022 1 67 $12M
2023 1 64 $16M
2024 1 63 $20M

Nelson Forensics, LLC filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN472620924
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Nelson Forensics 401 (K) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Nelson Forensics 401 (K) Plan, Total assets ($B): 0.020066181 · Participants: 63Nelson Forensics 401 (K) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Nelson Forensics 401 (K) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Nelson Forensics 401 (K) Plan side-by-side with 3 peers →

Nelson Forensics 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Collins + Collins 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Nelson Forensics 401 (K) Plan assets move in 2024? ▼
Nelson Forensics 401 (K) Plan grew sharply - up 23.6% during 2024, from $16M to $20M. Reported net income was $4M.
How have Nelson Forensics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson Forensics, LLC's sponsor-wide assets grew 72.3%, from $12M to $20M.
Which 401(k) plans are similar in size to Nelson Forensics 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collins + Collins 401(k) Profit Sharing Plan in CA ($20M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Nelson Forensics 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants, $678K 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 472620924.

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.