401(k) · DOL Form 5500 · 2024

Nelson & Nelson Profit-Sharing Plan 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
16
Participants Small participant base
58th
Percentile by assets National rank
$692,077
Avg per participant High balance/head
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Official DOL plan name: Nelson & Nelson Profit Sharing Plan · Sponsored by Nelson & Nelson Profit-Sharing Plan · Illinois · Professional & Technical Services

$11M in assets, 16 participants

Nelson & Nelson Profit-Sharing Plan's Nelson & Nelson Profit Sharing Plan reported $11M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,352 in Professional & Technical Services (20,173 peers)

Nelson & Nelson Profit-Sharing Plan multi-year trail

Nelson & Nelson Profit-Sharing Plan's plans moved +29.4% in assets from 2022 to 2024; this filing shows Nelson & Nelson Profit Sharing Plan at $11M / 16 participants.

#11,352
in Professional & Technical Services (20,173 peers)
+12.7%
assets growth YoY

Nelson & Nelson Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nelson & Nelson Profit Sharing Plan vs every filed plan by assets

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

$11,073,239 Top 42% higher than 58% 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 & Nelson Profit Sharing 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 & Nelson Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nelson & Nelson Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Nelson & Nelson Profit Sharing Plan reported participants fell from 17 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 371287847 · Nelson & Nelson Profit-Sharing Plan PY 2024 · 401(k)

Nelson & Nelson Profit Sharing Plan · $11M · 16 · 58th

  • PHOTO $11M
  • PHOTO 16
  • PHOTO 58th
  • PHOTO 401(k)
  • PHOTO near Curtis Squire, Inc. Retirement Savings Plan
  • PHOTO ind #11352

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 Illinois →

Nelson & Nelson Profit Sharing Plan in the asset neighbourhood

Nelson & Nelson Profit Sharing PlanNelson & Nelson Profit Shari…$11MCurtis Squire, Inc. Retirement Savings PlanCurtis Squire, Inc. Retireme…$11MRichard Heath & Associates, Inc. 401(k) Profit Sharing PlanRichard Heath & Associates, …$11MMedsphere Systems Corporation 401(k) PlanMedsphere Systems Corporatio…$11MPivotal Commware 401(k) Plan$11M
End-of-year total assets ($M) among Nelson & Nelson Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nelson & Nelson Profit-Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Nelson & Nelson Profit-Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.428672349732498% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.56M $11.1M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 16 $9M
2023 1 17 $10M
2024 1 16 $11M

Nelson & Nelson Profit-Sharing Plan filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN371287847
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Nelson & Nelson Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Nelson & Nelson Profit Sharing Plan, Total assets ($B): 0.011073239 · Participants: 16Nelson & Nelson Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Nelson & Nelson Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Nelson & Nelson Profit Sharing Plan side-by-side with 3 peers →

Nelson & Nelson Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Curtis Squire, Inc. Retirement Savings Plan in MN ($11M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 & Nelson Profit Sharing Plan assets move in 2024? ▼
Nelson & Nelson Profit Sharing Plan grew at a solid clip - up 12.7% during 2024, from $10M to $11M. Reported net income was $1M.
How have Nelson & Nelson Profit-Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson & Nelson Profit-Sharing Plan's sponsor-wide assets grew 29.4%, from $9M to $11M.
Which 401(k) plans are similar in size to Nelson & Nelson Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curtis Squire, Inc. Retirement Savings Plan in MN ($11M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Nelson & Nelson Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 371287847.

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.