401(k) · DOL Form 5500 · 2022

Nextiva, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
771
Participants Near avg headcount
80th
Percentile by assets National rank
$32,013
Avg per participant Low balance/head
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Official DOL plan name: Nextiva 401(k) Plan · Sponsored by Nextiva, Inc. · Arizona · Information & Media

$25M in assets, 771 participants

Nextiva, Inc.'s Nextiva 401(k) Plan reported $25M in total assets and 771 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,099 in Information & Media (2,911 peers)

Where Nextiva 401(k) Plan sits by assets

Nextiva 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 771 participants (~$32,013/participant), up 36.5% in 2022.

#2,099
in Information & Media (2,911 peers)
+36.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Nextiva 401(k) Plan's outsized position by total assets

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

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

$24,681,819 Top 20% higher than 80% 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

Nextiva 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nextiva 401(k) Plan sits mid-pack in the medium band (771 participants).

Plan-year Form 5500 strip

Filing strip 208820926 · Nextiva, Inc. PY 2022 · 401(k)

Nextiva 401(k) Plan · $25M · 771 · 80th

  • IND $25M
  • EOY 771
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Okay Industries, Inc. Profit Sharing 401(k) Plan
  • EIN ind #2099

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 Information & Media retirement plans → · Plans in Arizona →

Nextiva 401(k) Plan in the asset neighbourhood

Nextiva 401(k) Plan$25MOkay Industries, Inc. Profit Sharing 401(k) PlanOkay Industries, Inc. Profit…$25MFlexible 401(k) Pooled Employer PlanFlexible 401(k) Pooled Emplo…$25MGoengineer, Inc. Retirement PlanGoengineer, Inc. Retirement …$25M403(b) Thrift Plan of Depelchin Children's Center403(b) Thrift Plan of Depelc…$25M
End-of-year total assets ($M) among Nextiva 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$7M
Employer EIN208820926
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nextiva, Inc.)

Sponsor-wide plan assets over time

All Nextiva, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 70.00036747696757% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.7M $42M ▲ +70.0%
Year Plans Participants Total Assets
2022 1 771 $25M
2023 1 887 $34M
2024 1 760 $42M

Nearby 401(k) Plans in Arizona

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

Nextiva 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Nextiva 401(k) Plan, Total assets ($B): 0.024681819 · Participants: 771Nextiva 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Nextiva 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

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

Outside Arizona, the nearest 401(k) by assets is Okay Industries, Inc. Profit Sharing 401(k) Plan in CT ($25M); by covered participants it is Domo, Inc. 401(k) Plan in UT (771 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (771 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 Nextiva 401(k) Plan assets move in 2022?
Nextiva 401(k) Plan surged - up 36.5% during 2022, from $18M to $25M. Reported net income was $7M.
How have Nextiva, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Nextiva, Inc.'s sponsor-wide assets grew 70.0%, from $25M to $42M.
Where does Nextiva 401(k) Plan rank by assets among Form 5500 filers?
Nextiva 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Nextiva 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Okay Industries, Inc. Profit Sharing 401(k) Plan in CT ($25M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Nextiva 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Domo, Inc. 401(k) Plan in UT (771 participants, $83M in assets).