401(k) · DOL Form 5500 · 2022

Nextpoint Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
619
Participants Below avg headcount
57th
Percentile by assets National rank
$11,103
Avg per participant Low balance/head
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Official DOL plan name: Nextpoint Financial 401(k) Plan · Sponsored by Nextpoint Financial, Inc. · Texas · Finance & Insurance

$7M in assets, 619 participants

Nextpoint Financial, Inc.'s Nextpoint Financial 401(k) Plan reported $7M in total assets and 619 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,774 in Finance & Insurance (9,261 peers)

Nextpoint Financial, Inc. multi-year trail

Nextpoint Financial, Inc.'s plans moved +43.9% in assets from 2022 to 2023; this filing shows Nextpoint Financial 401(k) Plan at $7M / 619 participants.

#3,774
in Finance & Insurance (9,261 peers)
+30.5%
assets growth YoY

Nextpoint Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Nextpoint Financial 401(k) Plan vs every filed plan by assets

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

$6,873,020 Top 43% higher than 57% 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

Nextpoint Financial 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. Nextpoint Financial 401(k) Plan sits mid-pack in the medium band (619 participants).

DOL schedule card

Filing strip 863493325 · Nextpoint Financial, Inc. PY 2022 · 401(k)

Nextpoint Financial 401(k) Plan · $7M · 619 · 57th

  • BOY $7M
  • BOY 619
  • BOY 57th
  • BOY 401(k)
  • BOY near Elevate Care, Inc. 401(k) Plan
  • BOY ind #3774

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 Texas →

Nextpoint Financial 401(k) Plan in the asset neighbourhood

Nextpoint Financial 401(k) PlanNextpoint Financial 401(k) P…$7MElevate Care, Inc. 401(k) PlanElevate Care, Inc. 401(k) Pl…$7MPremise Data 401(k) Plan$7MJoyce Motors Corp. 401(k) PlanJoyce Motors Corp. 401(k) Pl…$7MF & F Distributors, Inc. 401(k) Savings PlanF & F Distributors, Inc. 401…$7M
End-of-year total assets ($M) among Nextpoint Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nextpoint Financial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nextpoint Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.86556419157808% vs 2022
2023 filing year
$6M$7M$8M$9M$10M$11M 20222023 $6.87M $9.89M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 619 $7M
2023 1 488 $10M

Nextpoint Financial, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$443K
Employer EIN863493325
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Nextpoint Financial 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Nextpoint Financial 401(k) Plan, Total assets ($B): 0.00687302 · Participants: 619Nextpoint Financial 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Nextpoint Financial 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Nextpoint Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Elevate Care, Inc. 401(k) Plan in IL ($7M); by covered participants it is Innovative Employer Solutions Retirement Plan in FL (619 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (619 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 Nextpoint Financial 401(k) Plan assets move in 2022? ▼
Nextpoint Financial 401(k) Plan surged - up 30.5% during 2022, from $5M to $7M. Reported net income was $443K.
How have Nextpoint Financial, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Nextpoint Financial, Inc.'s sponsor-wide assets grew 43.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Nextpoint Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elevate Care, Inc. 401(k) Plan in IL ($7M, 1,950 participants).
Which 401(k) plans cover a similar participant headcount to Nextpoint Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Employer Solutions Retirement Plan in FL (619 participants, N/A 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 863493325.

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.