401(k) · DOL Form 5500 · 2024

Nelsoncorp Wealth Management 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
41st
Percentile by assets National rank
$254,831
Avg per participant Above avg balance/head
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Official DOL plan name: Nelsoncorp Wealth Management 401(k) Plan · Sponsored by Nelsoncorp Wealth Management · Iowa · Finance & Insurance

$5M in assets, 19 participants

Nelsoncorp Wealth Management's Nelsoncorp Wealth Management 401(k) Plan reported $5M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,378 in Finance & Insurance (8,549 peers)

Nelsoncorp Wealth Management multi-year trail

Nelsoncorp Wealth Management's plans moved +39.3% in assets from 2022 to 2024; this filing shows Nelsoncorp Wealth Management 401(k) Plan at $5M / 19 participants.

#2,378
in Finance & Insurance (8,549 peers)
+25.2%
assets growth YoY

Nelsoncorp Wealth Management 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Nelsoncorp Wealth Management 401(k) Plan vs every filed plan by assets

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

$4,841,792 41st percentile higher than 41% 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

Nelsoncorp Wealth Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelsoncorp Wealth Management 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nelsoncorp Wealth Management 401(k) Plan reported net income rose from $394K in the plan year 2023 filing to $973K in the plan year 2024 filing.
  • Nelsoncorp Wealth Management 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Nelsoncorp Wealth Management 401(k) Plan reported participants rose from 16 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363492016 · Nelsoncorp Wealth Management PY 2024 · 401(k)

Nelsoncorp Wealth Management 401(k) Plan · $5M · 19 · 41st

  • EBSA $5M
  • PART 19
  • TYPE 41st
  • NET 401(k)
  • BOOK near M.C. Schroeder Company, Inc. 401(k) Plan
  • VS-ST ind #2378

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 Iowa →

Nelsoncorp Wealth Management 401(k) Plan in the asset neighbourhood

Nelsoncorp Wealth Management 401(k) PlanNelsoncorp Wealth Management…$5MM.C. Schroeder Company, Inc. 401(k) PlanM.C. Schroeder Company, Inc.…$5MAlbuquerque Asphalt, Inc.$5MBoston Ent Associates PC 401(k) Profit Sharing Plan & TrustBoston Ent Associates PC 401…$5MAmericare Health & Retirement, Inc. 401(k) Profit Sharing PlanAmericare Health & Retiremen…$5M
End-of-year total assets ($M) among Nelsoncorp Wealth Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nelsoncorp Wealth Management multi-year asset trail

Sponsor-wide plan assets over time

All Nelsoncorp Wealth Management plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.33615355837578% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.47M $4.84M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 16 $4M
2024 1 19 $5M

Nelsoncorp Wealth Management filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$973K
Employer EIN363492016
Plan Effective Date2003-02-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Nelsoncorp Wealth Management 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Nelsoncorp Wealth Management 401(k) Plan, Total assets ($B): 0.004841792 · Participants: 19Nelsoncorp Wealth Management 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Nelsoncorp Wealth Management 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Nelsoncorp Wealth Management 401(k) Plan side-by-side with 3 peers →

Nelsoncorp Wealth Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is M.C. Schroeder Company, Inc. 401(k) Plan in NC ($5M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan 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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nelsoncorp Wealth Management 401(k) Plan assets move in 2024? ▼
Nelsoncorp Wealth Management 401(k) Plan grew sharply - up 25.2% during 2024, from $4M to $5M. Reported net income was $973K.
How have Nelsoncorp Wealth Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelsoncorp Wealth Management's sponsor-wide assets grew 39.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Nelsoncorp Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M.C. Schroeder Company, Inc. 401(k) Plan in NC ($5M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Nelsoncorp Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 363492016.

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.