401(k) · DOL Form 5500 · 2024
Nelson-Jameson, Inc. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 310
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $109,486
- Avg per participant Below avg balance/head
Official DOL plan name: Nelson-Jameson, Inc. Retirement Plan · Sponsored by Nelson-Jameson, Inc. · Wisconsin · Wholesale Trade
$34M in assets, 310 participants
Nelson-Jameson, Inc.'s Nelson-Jameson, Inc. Retirement Plan reported $34M in total assets and 310 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #4,763 in Wholesale Trade (6,080 peers)
Where Nelson-Jameson, Inc. Retirement Plan sits by assets
Nelson-Jameson, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 310 participants (~$109,486/participant), up 9.8% in 2024.
- #4,763
- in Wholesale Trade (6,080 peers)
- +9.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Nelson-Jameson, Inc. Retirement Plan's outsized position by total assets
Nelson-Jameson, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,940,506 Top 21% higher than 79% 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-Jameson, Inc. Retirement 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-Jameson, Inc. Retirement Plan sits mid-pack in the medium band (310 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nelson-Jameson, Inc. Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Nelson-Jameson, Inc. Retirement Plan reported participants rose from 280 in the plan year 2023 filing to 310 in the plan year 2024 filing.
- Nelson-Jameson, Inc. Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390987938 · Nelson-Jameson, Inc. PY 2024 · 401(k)
Nelson-Jameson, Inc. Retirement Plan · $34M · 310 · 79th
- 5500 $34M
- 5500 310
- 5500 79th
- 5500 401(k)
- 5500 near Capsa Solutions, LLC 401(k) Savings Plan
- 5500 ind #4763
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Nelson-Jameson, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 390987938 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nelson-Jameson, Inc.)
Sponsor-wide plan assets over time
All Nelson-Jameson, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 42.655910834744034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $24M |
| 2023 | 1 | 280 | $31M |
| 2024 | 1 | 310 | $34M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Nelson-Jameson, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Capsa Solutions, LLC 401(k) Savings Plan in OH ($34M); by covered participants it is Noram Drilling Company 401(k) Plan in TX (310 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Capsa Solutions, LLC 401(k) Savings Plan (OH) $34M · 340
- Charles Gabus Ford, Inc. 401(k) Plan (IA) $34M · 336
- Fuelloc 401(k) (MA) $34M · 1,107
- Retina Consultants, Ltd. Savings and Profit Sharing Plan (MO) $34M · 110
Similar participant headcount
Nearest other-state filings by covered participants (310 participants); asset peers above are excluded.
- Noram Drilling Company 401(k) Plan (TX) 310 · 0 off
- The Mortgage Firm, Inc. 401(k) Plan (FL) 310 · 0 off
- Ips 401(k) Plan (OK) 310 · 0 off
- Vern Eide Motorcars, Inc. 401(k) Plan (SD) 310 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.