401(k) · DOL Form 5500 · 2024
Waldemar S Nelson & Company, Inc 401(k) Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 227
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $430,204
- Avg per participant High balance/head
Official DOL plan name: Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust · Sponsored by Waldemar S Nelson & Company, Inc · Louisiana · Professional & Technical Services
$98M in assets, 227 participants
Waldemar S Nelson & Company, Inc's Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust reported $98M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,427 in Professional & Technical Services (20,173 peers)
Coverage in Louisiana
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust covers 227 participants in Louisiana, about 46% of the average Louisiana filer (state average ~495 per filing). Assets: $98M.
- #18,427
- in Professional & Technical Services (20,173 peers)
- -2.4%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust's outsized position by total assets
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$97,656,322 Top 10% higher than 90% 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
Waldemar S. Nelson & Company, Inc. 401(k) Retirement 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. Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust sits mid-pack in the medium band (227 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust reported net income fell from $6M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust reported participants rose from 220 in the plan year 2023 filing to 227 in the plan year 2024 filing.
- Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust end-of-year assets fell from $100M in the plan year 2023 filing to $98M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 720488863 · Waldemar S Nelson & Company, Inc PY 2024 · 401(k)
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust · $98M · 227 · 90th
- PART $98M
- PART 227
- PART 90th
- PART 401(k)
- PART near American Radiology Associates, P.a. Retirement Plan
- PART ind #18427
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 Louisiana →
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$2M |
| Employer EIN | 720488863 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waldemar S Nelson & Company, Inc)
Sponsor-wide plan assets over time
All Waldemar S Nelson & Company, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 3.726225103732787% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 241 | $94M |
| 2023 | 1 | 220 | $100M |
| 2024 | 1 | 227 | $98M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Waldemar S. Nelson & Company, Inc. 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is American Radiology Associates, P.a. Retirement Plan in TX ($98M); by covered participants it is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
Similar participant headcount
Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.
- Its-Sprinturf Holdings, LLC Retirement Plan (SC) 227 · 0 off
- Marbridge Foundation 401(k) Plan (TX) 227 · 0 off
- Trion Industries, Inc. Employee's 401(k) Savings Plan (PA) 227 · 0 off
- Piper Shores 401(k) Plan (ME) 227 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.