Profit Sharing · DOL Form 5500 · 2024

Nelumbium Capital Inc. Profit Sharing Plan

Data updated 2026-08-25

$275K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$275,000
Avg per participant High balance/head
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Official DOL plan name: Nelumbium Capital Inc. Retirement Plan · Sponsored by Nelumbium Capital Inc. · New York · Professional & Technical Services

$275K in assets, 1 participants

Nelumbium Capital Inc.'s Nelumbium Capital Inc. Retirement Plan reported $275K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,047 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Nelumbium Capital Inc. Retirement Plan holds $275K for 1 participant - about $275,000 per participant, among the smaller plans by assets on file.

#2,047
in Professional & Technical Services (20,173 peers)
+0.0%
assets growth YoY

Nelumbium Capital Inc. Retirement Plan among the smaller filed plans by assets

Nelumbium Capital Inc. Retirement Plan vs every filed plan by assets

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

$275,000 13th percentile higher than 13% 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

Nelumbium Capital Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelumbium Capital Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 841745665 · Nelumbium Capital Inc. PY 2024 · Profit Sharing

Nelumbium Capital Inc. Retirement Plan · $275K · 1 · 13th

  • BOOK $275K
  • VS-ST 1
  • BOY 13th
  • SCH Profit Sharing
  • EBSA near Henry Fate Corporation Retirement Plan
  • PART ind #2047

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 New York →

Nelumbium Capital Inc. Retirement Plan in the asset neighbourhood

Nelumbium Capital Inc. Retirement PlanNelumbium Capital Inc. Retir…$275KHenry Fate Corporation Retirement PlanHenry Fate Corporation Retir…$275KCarlos Bartolomei Ortiz Retirement PlanCarlos Bartolomei Ortiz Reti…$275KExcellence in Management, Inc. Retirement PlanExcellence in Management, In…$275KMae Gregory Inc. Retirement PlanMae Gregory Inc. Retirement …$275K
End-of-year total assets ($M) among Nelumbium Capital Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$275K
Net Assets (End of Year)$275K
Employer EIN841745665
Plan Effective Date2019-05-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Nelumbium Capital Inc.)

Sponsor-wide plan assets over time

All Nelumbium Capital Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$275K 0% vs 2022
2024 filing year
$0.28M 202220232024 $0.28M $0.28M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $275K
2023 1 1 $275K
2024 1 1 $275K

Nearby Profit Sharing Plans in New York

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

Nelumbium Capital Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Nelumbium Capital Inc. Retirement Plan, Total assets ($B): 0.000275 · Participants: 1Nelumbium Capital Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Nelumbium Capital Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Nelumbium Capital Inc. Retirement Plan side-by-side with 3 peers →

Nelumbium Capital Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Henry Fate Corporation Retirement Plan in FL ($275K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($275K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Nelumbium Capital Inc. Retirement Plan assets move in 2024? ▼
Nelumbium Capital Inc. Retirement Plan held essentially flat - up 0.0% during 2024, from $275K to $275K.
How have Nelumbium Capital Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelumbium Capital Inc.'s sponsor-wide assets grew 0.0%, from $275K to $275K.
Where does Nelumbium Capital Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Nelumbium Capital Inc. Retirement Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Nelumbium Capital Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Henry Fate Corporation Retirement Plan in FL ($275K, 22 participants).
Which Profit Sharing plans cover a similar participant headcount to Nelumbium Capital Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 841745665.

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.