401(k) · DOL Form 5500 · 2024
Gary D. Nelson Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 248
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $67,915
- Avg per participant Below avg balance/head
Official DOL plan name: Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Gary D. Nelson Associates, Inc. · California · Administrative & Support Services
$17M in assets, 248 participants
Gary D. Nelson Associates, Inc.'s Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #3,586 in Administrative & Support Services (4,368 peers)
Coverage in California
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $17M.
- #3,586
- in Administrative & Support Services (4,368 peers)
- -7.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,843,000 Top 33% higher than 67% 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
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust 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. Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (248 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 175 in the plan year 2023 filing to 248 in the plan year 2024 filing.
- Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941726599 · Gary D. Nelson Associates, Inc. PY 2024 · 401(k)
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust · $17M · 248 · 67th
- 5500 $17M
- ASSETS 248
- PCT 67th
- EIN 401(k)
- RANK near Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan
- PHOTO ind #3586
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 Administrative & Support Services retirement plans → · Plans in California →
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$1M |
| Employer EIN | 941726599 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gary D. Nelson Associates, Inc.)
Sponsor-wide plan assets over time
All Gary D. Nelson Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 0.5773514462828455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 181 | $17M |
| 2023 | 1 | 175 | $18M |
| 2024 | 1 | 248 | $17M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan in AZ ($17M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (248 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.