401(k) · DOL Form 5500 · 2022

Next Step Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,240
Participants Near avg headcount
62nd
Percentile by assets National rank
$6,945
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Next Step Healthcare 401(k) Plan · Sponsored by Next Step Healthcare, LLC · Massachusetts · Agriculture, Forestry & Fishing

$9M in assets, 1,240 participants

Next Step Healthcare, LLC's Next Step Healthcare 401(k) Plan reported $9M in total assets and 1,240 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,043 in Agriculture, Forestry & Fishing (1,523 peers)

Next Step Healthcare, LLC multi-year trail

Next Step Healthcare, LLC's plans moved +16.1% in assets from 2022 to 2024; this filing shows Next Step Healthcare 401(k) Plan at $9M / 1,240 participants.

#1,043
in Agriculture, Forestry & Fishing (1,523 peers)
-6.6%
assets change YoY

The plan reported a net loss of $611K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Next Step Healthcare 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Next Step Healthcare 401(k) Plan vs every filed plan by assets

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

$8,612,329 Top 38% higher than 62% 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

Next Step Healthcare 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Next Step Healthcare 401(k) Plan lands in the large band (1,240 participants).

Published 5500 schedule card

Filing strip 263581415 · Next Step Healthcare, LLC PY 2022 · 401(k)

Next Step Healthcare 401(k) Plan · $9M · 1,240 · 62nd

  • 5500 $9M
  • ASSETS 1,240
  • PCT 62nd
  • EIN 401(k)
  • RANK near Brady Sullivan Payroll Management, Inc. 401(k) Plan
  • PHOTO ind #1043

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Massachusetts →

Next Step Healthcare 401(k) Plan in the asset neighbourhood

Next Step Healthcare 401(k) PlanNext Step Healthcare 401(k) …$9MBrady Sullivan Payroll Management, Inc. 401(k) PlanBrady Sullivan Payroll Manag…$9MRo-Zap Enterprises, Inc. Profit Sharing 401(k) PlanRo-Zap Enterprises, Inc. Pro…$9MM. Roberts Media, LLC 401(k) PlanM. Roberts Media, LLC 401(k)…$9MNtiva 401(k) Plan$9M
End-of-year total assets ($M) among Next Step Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Next Step Healthcare, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Next Step Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.09146608310017% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.61M $10M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 1,240 $9M
2023 1 1,007 $10M
2024 1 1,004 $10M

Next Step Healthcare, LLC filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$611K
Employer EIN263581415
Plan Effective Date2018-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Next Step Healthcare 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Next Step Healthcare 401(k) Plan, Total assets ($B): 0.008612329 · Participants: 1240Next Step Healthcare 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Next Step Healthcare 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Next Step Healthcare 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Brady Sullivan Payroll Management, Inc. 401(k) Plan in NH ($9M); by covered participants it is Amphastar Pharmaceuticals, Inc. 401(k) Profit Sharing Plan in CA (1,240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,240 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 Next Step Healthcare 401(k) Plan assets move in 2022? ▼
Next Step Healthcare 401(k) Plan pulled back noticeably - down 6.6% during 2022, from $9M to $9M. Reported net income was -$611K.
How have Next Step Healthcare, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Next Step Healthcare, LLC's sponsor-wide assets grew 16.1%, from $9M to $10M.
Which 401(k) plans are similar in size to Next Step Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brady Sullivan Payroll Management, Inc. 401(k) Plan in NH ($9M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Next Step Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amphastar Pharmaceuticals, Inc. 401(k) Profit Sharing Plan in CA (1,240 participants, $71M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263581415.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.