401(k) · DOL Form 5500 · 2024

T.R. Nelson, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
2,378
Participants Above avg headcount
71st
Percentile by assets National rank
$8,693
Avg per participant Low balance/head
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Official DOL plan name: T.R. Nelson, Inc. Profit Sharing Plan · Sponsored by T.R. Nelson, Inc. · Wisconsin · Retail Trade

$21M in assets, 2,378 participants

T.R. Nelson, Inc.'s T.R. Nelson, Inc. Profit Sharing Plan reported $21M in total assets and 2,378 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,543 in Retail Trade (8,048 peers)

Coverage in Wisconsin

T.R. Nelson, Inc. Profit Sharing Plan covers 2,378 participants in Wisconsin, 4.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $21M.

#6,543
in Retail Trade (8,048 peers)
+15.9%
assets growth YoY

T.R. Nelson, Inc. Profit Sharing Plan's outsized position by total assets

T.R. Nelson, Inc. Profit Sharing Plan vs every filed plan by assets

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

$20,673,017 Top 29% higher than 71% 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

T.R. Nelson, Inc. Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. T.R. Nelson, Inc. Profit Sharing Plan lands in the large band (2,378 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • T.R. Nelson, Inc. Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • T.R. Nelson, Inc. Profit Sharing Plan reported participants rose from 1,805 in the plan year 2023 filing to 2,378 in the plan year 2024 filing.
  • T.R. Nelson, Inc. Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391475071 · T.R. Nelson, Inc. PY 2024 · 401(k)

T.R. Nelson, Inc. Profit Sharing Plan · $21M · 2,378 · 71st

  • BOY $21M
  • BOY 2,378
  • BOY 71st
  • BOY 401(k)
  • BOY near Sound Family Medicine 401(k) Plan
  • BOY ind #6543

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 Wisconsin →

T.R. Nelson, Inc. Profit Sharing Plan in the asset neighbourhood

T.R. Nelson, Inc. Profit Sharing PlanT.R. Nelson, Inc. Profit Sha…$21MSound Family Medicine 401(k) PlanSound Family Medicine 401(k)…$21MNeda 401(k) Plan$21MAmericas Home Place, Inc. Profit Sharing PlanAmericas Home Place, Inc. Pr…$21MThe Employee 401(k) Plan of Pamarco Global GraphicsThe Employee 401(k) Plan of …$21M
End-of-year total assets ($M) among T.R. Nelson, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN391475071
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T.R. Nelson, Inc.)

Sponsor-wide plan assets over time

All T.R. Nelson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 54.91732653665002% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.3M $20.7M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 1,637 $13M
2023 1 1,805 $18M
2024 1 2,378 $21M

Nearby 401(k) Plans in Wisconsin

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

T.R. Nelson, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants T.R. Nelson, Inc. Profit Sharing Plan, Total assets ($B): 0.020673017 · Participants: 2378T.R. Nelson, Inc. Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
T.R. Nelson, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare T.R. Nelson, Inc. Profit Sharing Plan side-by-side with 3 peers →

T.R. Nelson, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sound Family Medicine 401(k) Plan in WA ($21M); by covered participants it is Great Expressions Dental Centers Employee Retirement Plan in MI (2,378 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,378 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 T.R. Nelson, Inc. Profit Sharing Plan assets move in 2024? ▼
T.R. Nelson, Inc. Profit Sharing Plan grew sharply - up 15.9% during 2024, from $18M to $21M. Reported net income was $3M.
How have T.R. Nelson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T.R. Nelson, Inc.'s sponsor-wide assets grew 54.9%, from $13M to $21M.
Which 401(k) plans are similar in size to T.R. Nelson, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sound Family Medicine 401(k) Plan in WA ($21M, 200 participants).
Which 401(k) plans cover a similar participant headcount to T.R. Nelson, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Great Expressions Dental Centers Employee Retirement Plan in MI (2,378 participants, $98M 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 391475071.

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.