How big is John R. Nelson, M.D., Inc.'s plan?

John R. Nelson, M.D., Inc.'s plan reported $7.5M in assets and 3 participants for 2024.

Original filing (PDF)20250509173630NAL0013964337001

John R. Nelson, M.D., Inc.

Name: John R. Nelson, M.D., Inc. — John R. Nelson, M.D., Form 5500 (2024)
Creator: John R. Nelson, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John R. Nelson, M.D., Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · John R. Nelson, M.D., Inc.'s John R. Nelson, M.D., Inc. Profit Sharing 401(k) Plan held $7.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

Plan identifiers

John R. Nelson, M.D., Inc.'s EIN is 77-0240362.

EIN 77-0240362

Plan number 002

Plan year 2024

ACK ID 20250509173630NAL0013964337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John R. Nelson, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John R. Nelson, M.D., Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

JOHN R. NELSON, M.D., INC.

EIN

all filings

Address

7061 N. WHITNEY SUITE 101 · FRESNO, CA · 93720

Phone

(559) 299-0224

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator