401(k) · DOL Form 5500 · 2024

Nucleus Group Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
348
Participants Below avg headcount
84th
Percentile by assets National rank
$140,426
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Inizio 401(k) Salary Reduction Plan & Trust · Sponsored by Nucleus Group Holdings, Inc. · Georgia · Professional & Technical Services

$49M in assets, 348 participants

Nucleus Group Holdings, Inc.'s Inizio 401(k) Salary Reduction Plan & Trust reported $49M in total assets and 348 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,073 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Inizio 401(k) Salary Reduction Plan & Trust covers 348 participants in Georgia, about 32% of the average Georgia filer (state average ~1,096 per filing). Assets: $49M.

#17,073
in Professional & Technical Services (20,173 peers)
+17.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Inizio 401(k) Salary Reduction Plan & Trust's outsized position by total assets

Inizio 401(k) Salary Reduction Plan & Trust vs every filed plan by assets

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

$48,868,260 Top 16% higher than 84% 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

Inizio 401(k) Salary Reduction Plan & 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. Inizio 401(k) Salary Reduction Plan & Trust sits mid-pack in the medium band (348 participants).

DOL schedule card

Filing strip 275245847 · Nucleus Group Holdings, Inc. PY 2024 · 401(k)

Inizio 401(k) Salary Reduction Plan & Trust · $49M · 348 · 84th

  • RANK $49M
  • RANK 348
  • RANK 84th
  • RANK 401(k)
  • RANK near Crown Battery Manufacturing Company 401(k) Profit Sharing Plan
  • RANK ind #17073

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 Georgia →

Inizio 401(k) Salary Reduction Plan & Trust in the asset neighbourhood

Inizio 401(k) Salary Reduction Plan & TrustInizio 401(k) Salary Reducti…$49MCrown Battery Manufacturing Company 401(k) Profit Sharing PlanCrown Battery Manufacturing …$49MNgk Ceramics USA, Inc. 401(k) Retirement Plan and TrustNgk Ceramics USA, Inc. 401(k…$49MParade Technologies, Inc. 401(k) PlanParade Technologies, Inc. 40…$49MAurobindo Pharma U.S.a., Inc. 401(k) PlanAurobindo Pharma U.S.a., Inc…$49M
End-of-year total assets ($M) among Inizio 401(k) Salary Reduction Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN275245847
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Inizio 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Inizio 401(k) Salary Reduction Plan & Trust, Total assets ($B): 0.04886826 · Participants: 348Inizio 401(k) Salary Reduction Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Inizio 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

Inizio 401(k) Salary Reduction Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Crown Battery Manufacturing Company 401(k) Profit Sharing Plan in OH ($49M); by covered participants it is Opensquare 401(k) Retirement Plan in WA (348 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Inizio 401(k) Salary Reduction Plan & Trust assets move in 2024?
Inizio 401(k) Salary Reduction Plan & Trust grew sharply - up 17.6% during 2024, from $42M to $49M. Reported net income was $7M.
Where does Inizio 401(k) Salary Reduction Plan & Trust rank by assets among Form 5500 filers?
Inizio 401(k) Salary Reduction Plan & Trust ranks in the 84th 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 Inizio 401(k) Salary Reduction Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Crown Battery Manufacturing Company 401(k) Profit Sharing Plan in OH ($49M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Inizio 401(k) Salary Reduction Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Opensquare 401(k) Retirement Plan in WA (348 participants, N/A in assets).