Profit Sharing · DOL Form 5500 · 2023

Nicholas Co., Inc. Employee Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
19
Participants Small participant base
81st
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Nicholas Co., Inc. Employees Profit Sharing Plan and Trust · Sponsored by Nicholas Co., Inc. Employee Profit Sharing Plan · Wisconsin · Finance & Insurance

$35M in assets, 19 participants

Nicholas Co., Inc. Employee Profit Sharing Plan's Nicholas Co., Inc. Employees Profit Sharing Plan and Trust reported $35M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,366 in Finance & Insurance (8,869 peers)

Where Nicholas Co., Inc. Employees Profit Sharing Plan and Trust sits by assets

Nicholas Co., Inc. Employees Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $35M for 19 participants (~$1.9M/participant), up 18.0% in 2023.

#6,366
in Finance & Insurance (8,869 peers)
+18.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Nicholas Co., Inc. Employees Profit Sharing Plan and Trust's outsized position by total assets

Nicholas Co., Inc. Employees Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$35,450,169 Top 19% higher than 81% of 127,068 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 2023

Nicholas Co., Inc. Employees Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicholas Co., Inc. Employees Profit Sharing Plan and Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nicholas Co., Inc. Employees Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Nicholas Co., Inc. Employees Profit Sharing Plan and Trust end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391091673 · Nicholas Co., Inc. Employee Profit Sharing Plan PY 2023 · Profit Sharing

Nicholas Co., Inc. Employees Profit Sharing Plan and Trust · $35M · 19 · 81st

  • BOOK $35M
  • BOOK 19
  • BOOK 81st
  • BOOK Profit Sharing
  • BOOK near Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan
  • BOOK ind #6366

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Nicholas Co., Inc. Employees Profit Sharing Plan and Trust in the asset neighbourhood

Cold Spring Construction Company Employees' Profit Sharing Plan and TrustCold Spring Construction Com…$36MSheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity PlanSheet Metal, Air, Rail, & Tr…$35MNicholas Co., Inc. Employees Profit Sharing Plan and TrustNicholas Co., Inc. Employees…$35MHirevue Retirement Trust$35MIBEW Local No. 607 Annuity FundIBEW Local No. 607 Annuity F…$35M
End-of-year total assets ($M) among Nicholas Co., Inc. Employees Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN391091673
Plan Effective Date1976-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicholas Co., Inc. Employee Profit Sharing Plan)

Sponsor-wide plan assets over time

All Nicholas Co., Inc. Employee Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$35M 17.997058575357904% vs 2022
2023 filing year
$28M$30M$32M$34M$36M 20222023 $30M $35.5M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 19 $30M
2023 1 19 $35M

Nearby Profit Sharing Plans in Wisconsin

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

Nicholas Co., Inc. Employees Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Nicholas Co., Inc. Employees Profit Sharing Plan and Trust, Total assets ($B): 0.035450169 · Participants: 19Nicholas Co., Inc. Employees Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Nicholas Co., Inc. Employees Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Nicholas Co., Inc. Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

Nicholas Co., Inc. Employees Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan in OH ($35M); by covered participants it is Profit Sharing Plan for Employees of Moore Brothers Construction Company in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nicholas Co., Inc. Employees Profit Sharing Plan and Trust assets move in 2023? ▼
Nicholas Co., Inc. Employees Profit Sharing Plan and Trust grew sharply - up 18.0% during 2023, from $30M to $35M. Reported net income was $5M.
How have Nicholas Co., Inc. Employee Profit Sharing Plan plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Nicholas Co., Inc. Employee Profit Sharing Plan's sponsor-wide assets grew 18.0%, from $30M to $35M.
Where does Nicholas Co., Inc. Employees Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Nicholas Co., Inc. Employees Profit Sharing Plan and Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Nicholas Co., Inc. Employees Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan in OH ($35M, 513 participants).
Which Profit Sharing plans cover a similar participant headcount to Nicholas Co., Inc. Employees Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Profit Sharing Plan for Employees of Moore Brothers Construction Company in TX (19 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391091673.

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.