Money Purchase · DOL Form 5500 · 2024
Nelson Brothers Construction Co Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 10
- Participants
- 29th
- Percentile by assets
- $186,910
- Avg per participant
Official DOL plan name: Nbcc Retirement Plan · Sponsored by Nelson Brothers Construction Co · Utah · Construction
$2M in assets, 10 participants
Nelson Brothers Construction Co's Nbcc Retirement Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- 29th percentile by assets (of 123,622 plans)
- #2,451 in Construction (9,039 peers)
Nelson Brothers Construction Co multi-year trail
Nelson Brothers Construction Co's plans moved -22.1% in assets from 2022 to 2024; this filing shows Nbcc Retirement Plan at $2M / 10 participants.
- $2M
- total plan assets (2024 EOY)
- 10
- covered participants
- 29th
- percentile by assets (of 123,622 plans)
- $186,910
- avg assets per participant
The plan reported a net loss of $754K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nbcc Retirement Plan reported net income fell from $228K in the plan year 2023 filing to -$754K in the plan year 2024 filing.
- Nbcc Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Nbcc Retirement Plan reported participants rose from 9 in the plan year 2023 filing to 10 in the plan year 2024 filing.
Nelson Brothers Construction Co across 3 plan years on file
Across the 3 plan years Nelson Brothers Construction Co has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $2M, a decline of 22.1%, while reported participants moved from 9 to 10 (+11.1%). Peak year by sponsor assets: 2023 ($3M); trough: 2024 ($2M).
Nelson Brothers Construction Co multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $2M |
| 2023 | 1 | 9 | $3M |
| 2024 | 1 | 10 | $2M |
Nelson Brothers Construction Co filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$754K |
| Employer EIN | 870242060 |
| Plan Effective Date | 1961-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Utah
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Nbcc Retirement Plan vs. nearby Money Purchase plans in Utah, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Nbcc Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Nbcc Retirement Plan assets move in 2024? ▼
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Next read for Nbcc Retirement Plan
Multi-year trail
Ways to act on Nbcc Retirement Plan's numbers.
- By total assets, Nbcc Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Utah. Compare plans
- Nelson Brothers Construction Co's sponsor-wide assets have declined 22.1% since 2022 across 3 plan years on file. More Construction plans