ESOP · DOL Form 5500 · 2024

Nelson Engineering Company ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
51
Participants Small participant base
56th
Percentile by assets National rank
$195,064
Avg per participant Above avg balance/head
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Official DOL plan name: Nelson Engineering Company Employee Stock Ownership Plan · Sponsored by Nelson Engineering Company · Florida · Professional & Technical Services

$10M in assets, 51 participants

Nelson Engineering Company's Nelson Engineering Company Employee Stock Ownership Plan reported $10M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,869 in Professional & Technical Services (20,173 peers)

Nelson Engineering Company multi-year trail

Nelson Engineering Company's plans moved +12.3% in assets from 2022 to 2024; this filing shows Nelson Engineering Company Employee Stock Ownership Plan at $10M / 51 participants.

#10,869
in Professional & Technical Services (20,173 peers)
+4.2%
assets growth YoY

Nelson Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nelson Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$9,948,266 Top 44% higher than 56% 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

Nelson Engineering Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson Engineering Company Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nelson Engineering Company Employee Stock Ownership Plan reported net income fell from $625K in the plan year 2023 filing to $403K in the plan year 2024 filing.
  • Nelson Engineering Company Employee Stock Ownership Plan reported participants fell from 60 in the plan year 2023 filing to 51 in the plan year 2024 filing.
  • Nelson Engineering Company Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 593183878 · Nelson Engineering Company PY 2024 · ESOP

Nelson Engineering Company Employee Stock Ownership Plan · $10M · 51 · 56th

  • EBSA $10M
  • EBSA 51
  • EBSA 56th
  • EBSA ESOP
  • EBSA near Eberle Communications Group, Inc. Employee Stock Ownership Plan
  • EBSA ind #10869

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 What is an ESOP? → · Plans in Florida →

Nelson Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc.The Employee Stock Ownership…$10MAnchor Paper Company Employee Stock Ownership Plan & TrustAnchor Paper Company Employe…$10MNelson Engineering Company Employee Stock Ownership PlanNelson Engineering Company E…$10MEberle Communications Group, Inc. Employee Stock Ownership PlanEberle Communications Group,…$10MAlamon, Inc. Employee Stock Ownership PlanAlamon, Inc. Employee Stock …$10M
End-of-year total assets ($M) among Nelson Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Nelson Engineering Company multi-year asset trail

Sponsor-wide plan assets over time

All Nelson Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 12.337977859801933% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.86M $9.95M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 65 $9M
2023 1 60 $10M
2024 1 51 $10M

Nelson Engineering Company filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$403K
Employer EIN593183878
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Nelson Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Nelson Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.009948266 · Participants: 51Nelson Engineering Company Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Nelson Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Nelson Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Eberle Communications Group, Inc. Employee Stock Ownership Plan in VA ($10M); by covered participants it is Campbell Company Employee Stock Ownership Plan & Trust in ID (51 participants). Same-state nearby plans are listed separately above.

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 Engineering Company Employee Stock Ownership Plan assets move in 2024?
Nelson Engineering Company Employee Stock Ownership Plan edged up modestly - up 4.2% during 2024, from $10M to $10M. Reported net income was $403K.
How have Nelson Engineering Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Nelson Engineering Company's sponsor-wide assets grew 12.3%, from $9M to $10M.
Which ESOP plans are similar in size to Nelson Engineering Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Eberle Communications Group, Inc. Employee Stock Ownership Plan in VA ($10M, 44 participants).
Which ESOP plans cover a similar participant headcount to Nelson Engineering Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Campbell Company Employee Stock Ownership Plan & Trust in ID (51 participants, $10M in assets).