Profit Sharing · DOL Form 5500 · 2022
Nexgen Financial Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $883,854
- Avg per participant High balance/head
Official DOL plan name: Nexgen Financial Retirement Plan · Sponsored by Nexgen Financial · California · Finance & Insurance
$3M in assets, 3 participants
Nexgen Financial's Nexgen Financial Retirement Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #2,393 in Finance & Insurance (9,261 peers)
Nexgen Financial multi-year trail
Nexgen Financial's plans moved +43.8% in assets from 2022 to 2024; this filing shows Nexgen Financial Retirement Plan at $3M / 3 participants.
- #2,393
- in Finance & Insurance (9,261 peers)
- -44.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nexgen Financial Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Nexgen Financial Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,651,561 38th percentile higher than 38% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Nexgen Financial Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nexgen Financial Retirement Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 815390626 · Nexgen Financial PY 2022 · Profit Sharing
Nexgen Financial Retirement Plan · $3M · 3 · 38th
- TYPE $3M
- NET 3
- BOOK 38th
- VS-ST Profit Sharing
- BOY near J Hanna & Associates Inc Retirement Plan
- SCH ind #2393
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 Finance & Insurance retirement plans → · Plans in California →
Nexgen Financial Retirement Plan in the asset neighbourhood
Nexgen Financial multi-year asset trail
Sponsor-wide plan assets over time
All Nexgen Financial plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 43.77021686470724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 5 | $4M |
Nexgen Financial filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$2M |
| Employer EIN | 815390626 |
| Plan Effective Date | 2017-02-13 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Nexgen Financial Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is J Hanna & Associates Inc Retirement Plan in GA ($3M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.