401(k) · DOL Form 5500 · 2024
Nelson Brothers, Inc. 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 479
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $114,486
- Avg per participant Below avg balance/head
Official DOL plan name: Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan · Sponsored by Nelson Brothers, Inc. · Alabama · Mining & Oil Extraction
$55M in assets, 479 participants
Nelson Brothers, Inc.'s Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan reported $55M in total assets and 479 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #575 in Mining & Oil Extraction (785 peers)
Where Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan sits by assets
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 479 participants (~$114,486/participant), up 3.5% in 2024.
- #575
- in Mining & Oil Extraction (785 peers)
- +3.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan's outsized position by total assets
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,839,009 Top 15% higher than 85% 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 Brothers, Inc. Employee Capital Accumulation 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 Brothers, Inc. Employee Capital Accumulation 401(k) Plan sits mid-pack in the medium band (479 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan reported participants rose from 463 in the plan year 2023 filing to 479 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 630479482 · Nelson Brothers, Inc. PY 2024 · 401(k)
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan · $55M · 479 · 85th
- PART $55M
- PART 479
- PART 85th
- PART 401(k)
- PART near Fraser Stryker PC Llo 401(k) Profit Sharing Plan
- PART ind #575
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 Mining & Oil Extraction retirement plans → · Plans in Alabama →
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $2M |
| Employer EIN | 630479482 |
| Plan Effective Date | 1985-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nelson Brothers, Inc.)
Sponsor-wide plan assets over time
All Nelson Brothers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 22.912016245120217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $45M |
| 2023 | 1 | 463 | $53M |
| 2024 | 1 | 479 | $55M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Fraser Stryker PC Llo 401(k) Profit Sharing Plan in NE ($55M); by covered participants it is Sonnenalp Properties Profit Sharing Plan in CO (479 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (479 participants); asset peers above are excluded.
- Sonnenalp Properties Profit Sharing Plan (CO) 479 · 0 off
- Pinnergy, Ltd. 401(k) Plan (TX) 479 · 0 off
- Infrastructure Consulting & Engineering, PLLC 401(k) Plan (SC) 479 · 0 off
- Boeing Intelligence & Analytics 401(k) Profit Sharing Plan (MD) 479 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.