401(k) · DOL Form 5500 · 2024

Nelson Automotive, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 340
Participants Below avg headcount: 62nd
Percentile by assets National rank: $39,941
Avg per participant Low balance/head

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Official DOL plan name: Nelson Auto Group 401(k)Plan · Sponsored by Nelson Automotive, Inc. · Oklahoma · Retail Trade

$14M in assets, 340 participants

Nelson Automotive, Inc.'s Nelson Auto Group 401(k)Plan reported $14M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

#5,900 in Retail Trade (8,048 peers)

Coverage in Oklahoma

Nelson Auto Group 401(k)Plan covers 340 participants in Oklahoma, about 45% of the average Oklahoma filer (state average ~760 per filing). Assets: $14M.

#5,900
in Retail Trade (8,048 peers): +15.7%
assets growth YoY

Nelson Auto Group 401(k)Plan's mid-pack asset rank among Retail Trade and all filers

Nelson Auto Group 401(k)Plan vs every filed plan by assets

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

$13,580,006 Top 38% higher than 62% 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

Nelson Auto Group 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 Auto Group 401(k)Plan sits mid-pack in the medium band (340 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Nelson Auto Group 401(k)Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Nelson Auto Group 401(k)Plan reported participants rose from 267 in the plan year 2023 filing to 340 in the plan year 2024 filing.
Nelson Auto Group 401(k)Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 201166802 · Nelson Automotive, Inc. PY 2024 · 401(k)

Nelson Auto Group 401(k)Plan · $14M · 340 · 62nd

VS-ST $14M
VS-ST 340
VS-ST 62nd
VS-ST 401(k)
VS-ST near Plastic Express 401(k) Plan
VS-ST ind #5900

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 Retail Trade retirement plans → · Plans in Oklahoma →

End-of-year total assets ($M) among Nelson Auto Group 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	201166802
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Nelson Automotive, Inc.)

Latest sponsor-wide plan assets: $14M 52.12105156150846% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	222	$9M
2023	1	267	$12M
2024	1	340	$14M

Nearby 401(k) Plans in Oklahoma

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

Nelson Auto Group 401(k)Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.8B · 13,369
The Williams Investment Plus Plan $2.0B · 5,204
Oneok, Inc. 401(k) Plan $1.4B · 4,756
Bok Financial 401(k) Plan $1.2B · 4,907
Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958

Compare Nelson Auto Group 401(k)Plan side-by-side with 3 peers →

Nelson Auto Group 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Plastic Express 401(k) Plan in CA ($14M); by covered participants it is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Plastic Express 401(k) Plan (CA) $14M · 597
J.E. Fuller/Hydrology and Geomorphology, Inc. 401(k) Profit Sharing Plan (AZ) $14M · 32
Consultants in Pain Medicine, PLLC 401(k) Profit Sharing Plan and Trust (TX) $14M · 106
Pressmen Local 72 401(k) Retirement Plan (MD) $14M · 216

Similar participant headcount

Nearest other-state filings by covered participants (340 participants); asset peers above are excluded.

Joieful Connections LLC 401(k) Profit Sharing Plan & Trust (OR) 340 · 0 off
R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 340 · 0 off
Stanpac USA 401(k) Plan (TX) 340 · 0 off
Brightway Insurance 401(k) Plan (FL) 340 · 0 off

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 Auto Group 401(k)Plan assets move in 2024? ▼

Nelson Auto Group 401(k)Plan grew sharply - up 15.7% during 2024, from $12M to $14M. Reported net income was $2M.

How have Nelson Automotive, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nelson Automotive, Inc.'s sponsor-wide assets grew 52.1%, from $9M to $14M.

Which 401(k) plans are similar in size to Nelson Auto Group 401(k)Plan? ▼

Among 401(k) plans in other states, the closest by assets is Plastic Express 401(k) Plan in CA ($14M, 597 participants).

Which 401(k) plans cover a similar participant headcount to Nelson Auto Group 401(k)Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants, N/A 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 201166802.