401(k) · DOL Form 5500 · 2024

Nelson Automotive Group 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 101
Participants Small participant base: 41st
Percentile by assets National rank: $45,813
Avg per participant Low balance/head

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Official DOL plan name: Nelson Automotive Group 401(k) Plan · Sponsored by Nelson Automotive Group · Virginia · Retail Trade

$5M in assets, 101 participants

Nelson Automotive Group's Nelson Automotive Group 401(k) Plan reported $5M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#4,134 in Retail Trade (8,048 peers)

Coverage in Virginia

Nelson Automotive Group 401(k) Plan covers 101 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

#4,134
in Retail Trade (8,048 peers): +7.9%
assets growth YoY

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

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

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

$4,627,110 41st percentile higher than 41% 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 Automotive 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 Automotive Group 401(k) Plan sits mid-pack in the medium band (101 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 Automotive Group 401(k) Plan reported net income fell from $697K in the plan year 2023 filing to $339K in the plan year 2024 filing.
Nelson Automotive Group 401(k) Plan reported participants rose from 73 in the plan year 2023 filing to 101 in the plan year 2024 filing.
Nelson Automotive Group 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 540989898 · Nelson Automotive Group PY 2024 · 401(k)

Nelson Automotive Group 401(k) Plan · $5M · 101 · 41st

BOOK $5M
VS-ST 101
BOY 41st
SCH 401(k)
EBSA near Matthews-Hargreaves Dba Champion-Hargreaves
PART ind #4134

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 Virginia →

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

Virginia filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$339K
Employer EIN	540989898
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Nelson Automotive Group)

Latest sponsor-wide plan assets: $5M 28.84514390382316% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	79	$4M
2023	1	73	$4M
2024	1	101	$5M

Nearby 401(k) Plans in Virginia

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

Nelson Automotive Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

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

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

Outside Virginia, the nearest 401(k) by assets is Matthews-Hargreaves Dba Champion-Hargreaves in MI ($5M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Matthews-Hargreaves Dba Champion-Hargreaves (MI) $5M · 84
Jfc Engineers & Surveyors 401(k) Profit Sharing Plan (WY) $5M · 17
Boozman-Hof Regional Eye Clinic PA 401(k) Profit Sharing Plan and Trust (AR) $5M · 87
Monroe Group 401(k) Plan (CO) $5M · 314

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

Phh 401(k) Plan (TX) 101 · 0 off
Mnl 401(k) Plan (MN) 101 · 0 off
Sunshine Acres Retirement Plan (AZ) 101 · 0 off
Earthcore Industries, LLC 401(k) Plan (FL) 101 · 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 Automotive Group 401(k) Plan assets move in 2024? ▼

Nelson Automotive Group 401(k) Plan grew at a solid clip - up 7.9% during 2024, from $4M to $5M. Reported net income was $339K.

How have Nelson Automotive Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nelson Automotive Group's sponsor-wide assets grew 28.8%, from $4M to $5M.

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

Among 401(k) plans in other states, the closest by assets is Matthews-Hargreaves Dba Champion-Hargreaves in MI ($5M, 84 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 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 540989898.