401(k) · DOL Form 5500 · 2022

Nexgen Asset Management 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
36th
Percentile by assets National rank
$118,705
Avg per participant Near avg balance/head
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Official DOL plan name: Nexgen 401(k) Plan · Sponsored by Nexgen Asset Management · California · Professional & Technical Services

$2M in assets, 19 participants

Nexgen Asset Management's Nexgen 401(k) Plan reported $2M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,974 in Professional & Technical Services (21,562 peers)

Nexgen Asset Management multi-year trail

Nexgen Asset Management's plans moved +58.5% in assets from 2022 to 2024; this filing shows Nexgen 401(k) Plan at $2M / 19 participants.

#6,974
in Professional & Technical Services (21,562 peers)
-4.4%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nexgen 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nexgen 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,255,402 36th percentile higher than 36% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Nexgen 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nexgen 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 874740231 · Nexgen Asset Management PY 2022 · 401(k)

Nexgen 401(k) Plan · $2M · 19 · 36th

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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 Professional & Technical Services retirement plans → · Plans in California →

Nexgen 401(k) Plan in the asset neighbourhood

Nexgen 401(k) Plan$2MChelsea Family Dentistry Retirement Savings PlanChelsea Family Dentistry Ret…$2MOwmn, Ltd 401(k) Profit Sharing Plan and TrustOwmn, Ltd 401(k) Profit Shar…$2MCary Kane PLLC$2MCrown Services, Inc. 401(k) Profit Sharing PlanCrown Services, Inc. 401(k) …$2M
End-of-year total assets ($M) among Nexgen 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nexgen Asset Management multi-year asset trail

Sponsor-wide plan assets over time

All Nexgen Asset Management plans reported in each filing year

Latest sponsor-wide plan assets
$4M 58.52588585094808% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.26M $3.58M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 19 $3M
2024 1 18 $4M

Nexgen Asset Management filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$105K
Employer EIN874740231
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nexgen 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Nexgen 401(k) Plan, Total assets ($B): 0.002255402 · Participants: 19Nexgen 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Nexgen 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Nexgen 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chelsea Family Dentistry Retirement Savings Plan in MI ($2M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nexgen 401(k) Plan assets move in 2022?
Nexgen 401(k) Plan edged down modestly - down 4.4% during 2022, from $2M to $2M. Reported net income was -$105K.
How have Nexgen Asset Management plan assets changed over time?
Across 3 plan years on file (2022-2024), Nexgen Asset Management's sponsor-wide assets grew 58.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Nexgen 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Chelsea Family Dentistry Retirement Savings Plan in MI ($2M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Nexgen 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M in assets).