401(k) · DOL Form 5500 · 2022

Next Phase Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
95
Participants Small participant base
76th
Percentile by assets National rank
$193,653
Avg per participant Above avg balance/head
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Official DOL plan name: Next Phase Enterprises 401(k) Plan · Sponsored by Next Phase Enterprises, LLC · Arizona · Other Services

$18M in assets, 95 participants

Next Phase Enterprises, LLC's Next Phase Enterprises 401(k) Plan reported $18M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,289 in Other Services (8,398 peers)

Where Next Phase Enterprises 401(k) Plan sits by assets

Next Phase Enterprises 401(k) Plan sits in the top quartile of all filed plans by assets, $18M for 95 participants (~$193,653/participant), up 0.2% in 2022.

#7,289
in Other Services (8,398 peers)
+0.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Next Phase Enterprises 401(k) Plan's outsized position by total assets

Next Phase Enterprises 401(k) Plan vs every filed plan by assets

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

$18,397,077 Top 24% higher than 76% 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 Phase Enterprises 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. Next Phase Enterprises 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 860799899 · Next Phase Enterprises, LLC PY 2022 · 401(k)

Next Phase Enterprises 401(k) Plan · $18M · 95 · 76th

  • PART $18M
  • TYPE 95
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Ob-Gyn Associates of Erie 401(k) Profit Sharing Plan
  • BOY ind #7289

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 Other Services retirement plans → · Plans in Arizona →

Next Phase Enterprises 401(k) Plan in the asset neighbourhood

Next Phase Enterprises 401(k) PlanNext Phase Enterprises 401(k…$18MOb-Gyn Associates of Erie 401(k) Profit Sharing PlanOb-Gyn Associates of Erie 40…$18MMcnational 401(k) Plan$18MPlan International USA, Inc. Retirement PlanPlan International USA, Inc.…$18MCanvas, Inc. Retirement Plan$18M
End-of-year total assets ($M) among Next Phase Enterprises 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)$18M
Net Income$34K
Employer EIN860799899
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Next Phase Enterprises, LLC)

Sponsor-wide plan assets over time

All Next Phase Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 49.39727653474517% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.4M $27.5M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 95 $18M
2023 1 115 $24M
2024 1 130 $27M

Nearby 401(k) Plans in Arizona

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

Next Phase Enterprises 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Next Phase Enterprises 401(k) Plan, Total assets ($B): 0.018397077 · Participants: 95Next Phase Enterprises 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
Next Phase Enterprises 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Next Phase Enterprises 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Ob-Gyn Associates of Erie 401(k) Profit Sharing Plan in PA ($18M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Phase Enterprises 401(k) Plan assets move in 2022? ▼
Next Phase Enterprises 401(k) Plan held essentially flat - up 0.2% during 2022, from $18M to $18M. Reported net income was $34K.
How have Next Phase Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Next Phase Enterprises, LLC's sponsor-wide assets grew 49.4%, from $18M to $27M.
Where does Next Phase Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
Next Phase Enterprises 401(k) Plan ranks in the 76th 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 Next Phase Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ob-Gyn Associates of Erie 401(k) Profit Sharing Plan in PA ($18M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Next Phase Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants, $2M 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 860799899.

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.