401(k) · DOL Form 5500 · 2024
Nicholas & Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 761
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $58,894
- Avg per participant Low balance/head
Official DOL plan name: Nicholas & Company 401(k) Profit Sharing Plan · Sponsored by Nicholas & Co., Inc. · Utah · Wholesale Trade
$45M in assets, 761 participants
Nicholas & Co., Inc.'s Nicholas & Company 401(k) Profit Sharing Plan reported $45M in total assets and 761 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #5,075 in Wholesale Trade (6,080 peers)
Where Nicholas & Company 401(k) Profit Sharing Plan sits by assets
Nicholas & Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $45M for 761 participants (~$58,894/participant), up 12.4% in 2024.
- #5,075
- in Wholesale Trade (6,080 peers)
- +12.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Nicholas & Company 401(k) Profit Sharing Plan's outsized position by total assets
Nicholas & Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,818,454 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Nicholas & Company 401(k) Profit Sharing 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. Nicholas & Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (761 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nicholas & Company 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Nicholas & Company 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Nicholas & Company 401(k) Profit Sharing Plan reported participants fell from 782 in the plan year 2023 filing to 761 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 870235565 · Nicholas & Co., Inc. PY 2024 · 401(k)
Nicholas & Company 401(k) Profit Sharing Plan · $45M · 761 · 83rd
- IND $45M
- EOY 761
- 5500 83rd
- ASSETS 401(k)
- PCT near Redcom Laboratories, Inc. 401(k) and Profit Sharin
- EIN ind #5075
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 Wholesale Trade retirement plans → · Plans in Utah →
Nicholas & Company 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $5M |
| Employer EIN | 870235565 |
| Plan Effective Date | 1961-10-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nicholas & Co., Inc.)
Sponsor-wide plan assets over time
All Nicholas & Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 39.54340334064483% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 682 | $32M |
| 2023 | 1 | 782 | $40M |
| 2024 | 1 | 761 | $45M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Nicholas & Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Redcom Laboratories, Inc. 401(k) and Profit Sharin in NY ($45M); by covered participants it is Scopely Inc. 401(k) Plan in CA (761 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (761 participants); asset peers above are excluded.
- Scopely Inc. 401(k) Plan (CA) 761 · 0 off
- Luxoft 401(k) Plan (NY) 761 · 0 off
- Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust (KY) 761 · 0 off
- Toojay's Retirement Savings Plan (FL) 761 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.