401(k) · DOL Form 5500 · 2024

Nelson Worldwide, LLC 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
524
Participants Below avg headcount
89th
Percentile by assets National rank
$153,117
Avg per participant Above avg balance/head
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Official DOL plan name: Nelson Worldwide, LLC 401(k) Plan · Sponsored by Nelson Worldwide, LLC · Pennsylvania · Professional & Technical Services

$80M in assets, 524 participants

Nelson Worldwide, LLC's Nelson Worldwide, LLC 401(k) Plan reported $80M in total assets and 524 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,132 in Professional & Technical Services (20,173 peers)

Where Nelson Worldwide, LLC 401(k) Plan sits by assets

Nelson Worldwide, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $80M for 524 participants (~$153,117/participant), up 11.1% in 2024.

#18,132
in Professional & Technical Services (20,173 peers)
+11.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Nelson Worldwide, LLC 401(k) Plan's outsized position by total assets

Nelson Worldwide, LLC 401(k) Plan vs every filed plan by assets

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

$80,233,299 Top 11% higher than 89% 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

Nelson Worldwide, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson Worldwide, LLC 401(k) Plan sits mid-pack in the medium band (524 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nelson Worldwide, LLC 401(k) Plan reported participants fell from 676 in the plan year 2023 filing to 524 in the plan year 2024 filing.
  • Nelson Worldwide, LLC 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Nelson Worldwide, LLC 401(k) Plan end-of-year assets rose from $72M in the plan year 2023 filing to $80M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232085599 · Nelson Worldwide, LLC PY 2024 · 401(k)

Nelson Worldwide, LLC 401(k) Plan · $80M · 524 · 89th

  • EIN $80M
  • EIN 524
  • EIN 89th
  • EIN 401(k)
  • EIN near Perkins School for the Blind Retirement Plan
  • EIN ind #18132

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 Pennsylvania →

Nelson Worldwide, LLC 401(k) Plan in the asset neighbourhood

Equipmentshare's Retirement Savings PlanEquipmentshare's Retirement …$80MGst, Inc. P/S 401(k) Plan$80MAbo 401(k) Plan$80MNelson Worldwide, LLC 401(k) PlanNelson Worldwide, LLC 401(k)…$80MPerkins School for the Blind Retirement PlanPerkins School for the Blind…$80M
End-of-year total assets ($M) among Nelson Worldwide, LLC 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)$72M
Net Assets (End of Year)$80M
Net Income$8M
Employer EIN232085599
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nelson Worldwide, LLC)

Sponsor-wide plan assets over time

All Nelson Worldwide, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$80M 22.364322830692764% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $65.6M $80.2M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 579 $66M
2023 1 676 $72M
2024 1 524 $80M

Nearby 401(k) Plans in Pennsylvania

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

Nelson Worldwide, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Nelson Worldwide, LLC 401(k) Plan, Total assets ($B): 0.080233299 · Participants: 524Nelson Worldwide, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Nelson Worldwide, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Nelson Worldwide, LLC 401(k) Plan side-by-side with 3 peers →

Nelson Worldwide, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Perkins School for the Blind Retirement Plan in MA ($80M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Nelson Worldwide, LLC 401(k) Plan assets move in 2024? ▼
Nelson Worldwide, LLC 401(k) Plan grew at a solid clip - up 11.1% during 2024, from $72M to $80M. Reported net income was $8M.
How have Nelson Worldwide, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson Worldwide, LLC's sponsor-wide assets grew 22.4%, from $66M to $80M.
Where does Nelson Worldwide, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Nelson Worldwide, LLC 401(k) Plan ranks in the 89th 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 Nelson Worldwide, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perkins School for the Blind Retirement Plan in MA ($80M, 664 participants).
Which 401(k) plans cover a similar participant headcount to Nelson Worldwide, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants, $5M 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 232085599.

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.