401(k) · DOL Form 5500 · 2024

Carl a. Nelson & Company 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
87
Participants Small participant base
75th
Percentile by assets National rank
$308,149
Avg per participant High balance/head
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Official DOL plan name: Carl a. Nelson & Company 401(k) Plan · Sponsored by Carl a. Nelson & Company · Iowa · Construction

$27M in assets, 87 participants

Carl a. Nelson & Company's Carl a. Nelson & Company 401(k) Plan reported $27M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,702 in Construction (9,039 peers)

Where Carl a. Nelson & Company 401(k) Plan sits by assets

Carl a. Nelson & Company 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 87 participants (~$308,149/participant), up 9.6% in 2024.

#6,702
in Construction (9,039 peers)
+9.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carl a. Nelson & Company 401(k) Plan's outsized position by total assets

Carl a. Nelson & Company 401(k) Plan vs every filed plan by assets

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

$26,808,962 Top 25% higher than 75% 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

Carl a. Nelson & Company 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. Carl a. Nelson & Company 401(k) Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carl a. Nelson & Company 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Carl a. Nelson & Company 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Carl a. Nelson & Company 401(k) Plan reported participants rose from 83 in the plan year 2023 filing to 87 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420635367 · Carl a. Nelson & Company PY 2024 · 401(k)

Carl a. Nelson & Company 401(k) Plan · $27M · 87 · 75th

  • ASSETS $27M
  • PCT 87
  • EIN 75th
  • RANK 401(k)
  • PHOTO near The Meet Group, Inc. 401(k) Retirement Plan
  • IND ind #6702

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 Construction retirement plans → · Plans in Iowa →

Carl a. Nelson & Company 401(k) Plan in the asset neighbourhood

Carl a. Nelson & Company 401(k) PlanCarl a. Nelson & Company 401…$27MThe Meet Group, Inc. 401(k) Retirement PlanThe Meet Group, Inc. 401(k) …$27MHuron Regional Medical Center, Inc. Employee Retirement PlanHuron Regional Medical Cente…$27MSaratoga-Schenectady Gastroenterology Assocs. P.C. Retirement PlanSaratoga-Schenectady Gastroe…$27MIt Concepts 401(k) Plan$27M
End-of-year total assets ($M) among Carl a. Nelson & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN420635367
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carl a. Nelson & Company)

Sponsor-wide plan assets over time

All Carl a. Nelson & Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 27.72555617676548% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21M $26.8M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 82 $21M
2023 1 83 $24M
2024 1 87 $27M

Nearby 401(k) Plans in Iowa

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

Carl a. Nelson & Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Carl a. Nelson & Company 401(k) Plan, Total assets ($B): 0.026808962 · Participants: 87Carl a. Nelson & Company 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Carl a. Nelson & Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Carl a. Nelson & Company 401(k) Plan side-by-side with 3 peers →

Carl a. Nelson & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Meet Group, Inc. 401(k) Retirement Plan in PA ($27M); by covered participants it is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Carl a. Nelson & Company 401(k) Plan assets move in 2024? ▼
Carl a. Nelson & Company 401(k) Plan grew at a solid clip - up 9.6% during 2024, from $24M to $27M. Reported net income was $2M.
How have Carl a. Nelson & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl a. Nelson & Company's sponsor-wide assets grew 27.7%, from $21M to $27M.
Where does Carl a. Nelson & Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Carl a. Nelson & Company 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carl a. Nelson & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Meet Group, Inc. 401(k) Retirement Plan in PA ($27M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Carl a. Nelson & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 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 420635367.

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.