ESOP · DOL Form 5500 · 2024

The Nelson Company, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
34
Participants Small participant base
41st
Percentile by assets National rank
$139,506
Avg per participant Near avg balance/head
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Official DOL plan name: Nelco Employee Stock Ownership Plan and Trust · Sponsored by The Nelson Company, Inc. · Iowa · Manufacturing

$5M in assets, 34 participants

The Nelson Company, Inc.'s Nelco Employee Stock Ownership Plan and Trust reported $5M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,283 in Manufacturing (17,777 peers)

The Nelson Company, Inc. multi-year trail

The Nelson Company, Inc.'s plans moved +49.2% in assets from 2022 to 2024; this filing shows Nelco Employee Stock Ownership Plan and Trust at $5M / 34 participants.

#4,283
in Manufacturing (17,777 peers)
+3.9%
assets growth YoY

Nelco Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Nelco Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,743,202 41st percentile higher than 41% 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

Nelco Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelco Employee Stock Ownership Plan and Trust is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nelco Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $180K in the plan year 2024 filing.
  • Nelco Employee Stock Ownership Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421068264 · The Nelson Company, Inc. PY 2024 · ESOP

Nelco Employee Stock Ownership Plan and Trust · $5M · 34 · 41st

  • 5500 $5M
  • 5500 34
  • 5500 41st
  • 5500 ESOP
  • 5500 near National Electrostatics Corp. Employee Stock Ownership Plan
  • 5500 ind #4283

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 Iowa →

Nelco Employee Stock Ownership Plan and Trust in the asset neighbourhood

Rusk Industries, Inc. Employee Stock Ownership PlanRusk Industries, Inc. Employ…$5MNelco Employee Stock Ownership Plan and TrustNelco Employee Stock Ownersh…$5MNational Electrostatics Corp. Employee Stock Ownership PlanNational Electrostatics Corp…$5MDennis Allen Associates Employee Stock Ownership PlanDennis Allen Associates Empl…$5MLesco, Inc. Employee Stock Ownership PlanLesco, Inc. Employee Stock O…$5M
End-of-year total assets ($M) among Nelco Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Nelson Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Nelson Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.15556013970907% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.18M $4.74M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 34 $5M
2024 1 34 $5M

The Nelson Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$180K
Employer EIN421068264
Plan Effective Date2003-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Nelco Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Nelco Employee Stock Ownership Plan and Trust, Total assets ($M): 4.743202 · Participants: 34Nelco Employee Stock Ownership Plan and TrustEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Nelco Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Nelco Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Nelco Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is National Electrostatics Corp. Employee Stock Ownership Plan in WI ($5M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Nelco Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Nelco Employee Stock Ownership Plan and Trust edged up modestly - up 3.9% during 2024, from $5M to $5M. Reported net income was $180K.
How have The Nelson Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nelson Company, Inc.'s sponsor-wide assets grew 49.2%, from $3M to $5M.
Which ESOP plans are similar in size to Nelco Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is National Electrostatics Corp. Employee Stock Ownership Plan in WI ($5M, 80 participants).
Which ESOP plans cover a similar participant headcount to Nelco Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 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 421068264.

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.