401(k) · DOL Form 5500 · 2024

Nelson Brothers, Inc. 401(k) Plan

Data updated 2026-08-11

$55M
Total assets: 479
Participants: 85th
Percentile by assets: $114,486
Avg per participant

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.

85th percentile by assets (of 123,622 plans)
#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.

$55M
total plan assets (2024 EOY): 479
covered participants: 85th
percentile by assets (of 123,622 plans): $114,486
avg assets per participant

Where Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan sits 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 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.

See the national 2023→2024 release diff →

State

Alabama

Industry

Mining & Oil Extraction

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan vs the 2024 asset distribution

By assets, Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Nelson Brothers, Inc. plans on file

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.

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

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

Compare Nelson Brothers, Inc. Employee Capital A… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan by total assets, not by location.

Fraser Stryker PC Llo 401(k) Profit Sharing Plan (NE) $55M · 107
Conmac Investments, Inc. 401(k) Profit Sharing Plan (AR) $55M · 1,128
National League of Cities Tax Qualified Retirement and Savings Plan (DC) $55M · 158
Stiles Corporation 401(k) Plan (FL) $55M · 313

Frequently Asked Questions

How did Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan assets move in 2024? ▼

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan edged up modestly - up 3.5% during 2024, from $53M to $55M. Reported net income was $2M.

How have Nelson Brothers, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nelson Brothers, Inc.'s sponsor-wide assets grew 22.9%, from $45M to $55M.

Where does Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan rank by assets among Form 5500 filers? ▼

Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Fraser Stryker PC Llo 401(k) Profit Sharing Plan in NE ($55M, 107 participants).

Next read for Nelson Brothers, Inc. Employee Capital A…

Scale reading

Ways to act on Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan's numbers.

By total assets, Nelson Brothers, Inc. Employee Capital Accumulation 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
Nelson Brothers, Inc.'s sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans

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 630479482.