Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$35M
Total assets: 19
Participants: 81st
Percentile by assets: $1.9M
Avg per participant

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.

81st percentile by assets (of 127,072 plans)
#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.

$35M
total plan assets (2023 EOY): 19
covered participants: 81st
percentile by assets (of 127,072 plans): $1.9M
avg assets per participant

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 →

State

Wisconsin

Industry

Finance & Insurance

Nicholas Co., Inc. Employees Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, Nicholas Co., Inc. Employees Profit Sharing Plan and Trust outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$30M
Net Assets (End of Year)	$35M
Net Income	$5M
Employer EIN	391091673
Plan Effective Date	1976-11-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Nicholas Co., Inc. Employee Profit Sharing Plan plans on file

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

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
Aspirus, Inc. Retirement Plan $795M · 10,161
Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217

Compare Nicholas Co., Inc. Employees Profit Shar… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Nicholas Co., Inc. Employees Profit Sharing Plan and Trust by total assets, not by location.

Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan (OH) $35M · 513
Hirevue Retirement Trust (UT) $35M · 330
Cold Spring Construction Company Employees' Profit Sharing Plan and Trust (NY) $36M · 112
IBEW Local No. 607 Annuity Fund (NJ) $35M · 207

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).

Next read for Nicholas Co., Inc. Employees Profit Shar…

Scale reading

Ways to act on Nicholas Co., Inc. Employees Profit Sharing Plan and Trust's numbers.

By total assets, Nicholas Co., Inc. Employees Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
Nicholas Co., Inc. Employee Profit Sharing Plan's sponsor-wide assets have grown 18.0% since 2022 across 2 plan years on file. More Finance & Insurance plans

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.