401(k) · DOL Form 5500 · 2023

Nextgen Investment Corp 401(k) Plan

Data updated 2026-08-25

$433K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$433,178
Avg per participant High balance/head
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Official DOL plan name: Nextgen Investment Corp 401(k) Plan · Sponsored by Nextgen Investment Corp · Alaska · Food Services & Accommodation

$433K in assets, 1 participants

Nextgen Investment Corp's Nextgen Investment Corp 401(k) Plan reported $433K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,700 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Nextgen Investment Corp 401(k) Plan ranks #1,700 of 3,828 2023 filers by assets (4517% of the sector average)-$433K for 1 participant.

#1,700
in Food Services & Accommodation (3,828 peers)
+31.7%
assets growth YoY

Nextgen Investment Corp 401(k) Plan among the smaller filed plans by assets

Nextgen Investment Corp 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$433,178 17th percentile higher than 17% of 127,068 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 2023

Nextgen Investment Corp 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nextgen Investment Corp 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nextgen Investment Corp 401(k) Plan reported net income rose from -$366K in the plan year 2022 filing to $104K in the plan year 2023 filing.
  • Nextgen Investment Corp 401(k) Plan end-of-year assets rose from $329K in the plan year 2022 filing to $433K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 863109793 · Nextgen Investment Corp PY 2023 · 401(k)

Nextgen Investment Corp 401(k) Plan · $433K · 1 · 17th

  • ASSETS $433K
  • PCT 1
  • EIN 17th
  • RANK 401(k)
  • PHOTO near Haloz36 Corp. 401(k) Plan
  • IND ind #1700

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 Food Services & Accommodation retirement plans → · Plans in Alaska →

Nextgen Investment Corp 401(k) Plan in the asset neighbourhood

Nextgen Investment Corp 401(k) PlanNextgen Investment Corp 401(…$433KHaloz36 Corp. 401(k) Plan$433KLegacy Solutions, Inc. 401(k) Profit Sharing PlanLegacy Solutions, Inc. 401(k…$433KAlastar Family & Senior in-Home Care, LLC 401(k) PlanAlastar Family & Senior in-H…$433KDunne Chiropractic, Inc. 401(k) PlanDunne Chiropractic, Inc. 401…$433K
End-of-year total assets ($M) among Nextgen Investment Corp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$329K
Net Assets (End of Year)$433K
Net Income$104K
Employer EIN863109793
Plan Effective Date2021-04-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Nextgen Investment Corp)

Sponsor-wide plan assets over time

All Nextgen Investment Corp plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.33M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $329K
2023 1 1 $433K
2024 1 1 N/A

Nearby 401(k) Plans in Alaska

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

Nextgen Investment Corp 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Nextgen Investment Corp 401(k) Plan, Total assets ($B): 0.000433178 · Participants: 1Nextgen Investment Corp 401(k) PlanArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.297507306 · Participants: 14281Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.559415606 · Participants: 10596Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.498406925 · Participants: 5039Cook Inlet Region 401(k) Retirement PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.414835549 · Participants: 4851Bristol Bay Native Corporation 401(k) Savings PlanGci 401(k) Plan, Total assets ($B): 0.401720597 · Participants: 1826Gci 401(k) Plan
Nextgen Investment Corp 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants
Compare Nextgen Investment Corp 401(k) Plan side-by-side with 3 peers →

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

Outside Alaska, the nearest 401(k) by assets is Haloz36 Corp. 401(k) Plan in TX ($433K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nextgen Investment Corp 401(k) Plan assets move in 2023? ▼
Nextgen Investment Corp 401(k) Plan surged - up 31.7% during 2023, from $329K to $433K. Reported net income was $104K.
Where does Nextgen Investment Corp 401(k) Plan rank by assets among Form 5500 filers? ▼
Nextgen Investment Corp 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Nextgen Investment Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Haloz36 Corp. 401(k) Plan in TX ($433K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Nextgen Investment Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863109793.

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.