Back to filter
Original filing (PDF)20251008103352NAL0005409089001
NEXUS ENGINEERING GROUP, INC.
Form 5500
FILING_RECEIVED
NEXUS ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
187
Accounts w/ balance
203
Plan assets (EOY)
$8.0M
Net assets (EOY)
-$124K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Nexus Engineering Group, Inc. stock" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXUS ENGINEERING GROUP, INC..
Plan sponsor
Name
NEXUS ENGINEERING GROUP, INC.
EIN
76-0795388
Address
1422 EUCLID AVE., SUITE 1400 · THE HANNA BUILDING · CLEVELAND, OH · 44115
Phone
(216) 404-7867
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2P · Leveraged ESOP
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARNES WENDLING, CPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $8.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nexus Engineering Group, Inc. stock | — | — | $8.5M | $8.0M | 100.0% |
Related plans
Similar-size Engineering Services plans
ERAS, INC.
ERAS, INC. 401(K) PLAN
$8.0M · 14 participants
ELEN CONSULTING INC
ELEN CONSULTING INC 401K SAVINGS PLAN
$8.0M · 26 participants
INTEGRATED PROCESS ENGINEERS & CONSTRUCTORS
INTEGRATED PROCESS ENGINEERS & CONSTRUCTORS 401K PLAN
$8.0M · 69 participants
KRAMER GEHLEN & ASSOCIATES, INC.
KRAMER GEHLEN & ASSOCIATES, INC. 401(K) SAVINGS PLAN
$8.0M · 15 participants
LANC & TULLY ENGINEERING AND SURVEYING, PC
LANC & TULLY ENGINEERING & SURVEYING, PC 401(K) PROFIT SHARING PLAN
$8.0M · 34 participants
WORTECH CORPORATION
WORTECH CORPORATION RETIREMENT PLAN
$8.0M · 21 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants