401(k) · DOL Form 5500 · 2023

Nluc, PLLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
949
Participants Near avg headcount
71st
Percentile by assets National rank
$19,597
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Next Level 401(k) Plan · Sponsored by Nluc, PLLC · Texas · Healthcare & Social Assistance

$19M in assets, 949 participants

Nluc, PLLC's Next Level 401(k) Plan reported $19M in total assets and 949 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,416 in Healthcare & Social Assistance (17,684 peers)

Nluc, PLLC multi-year trail

Nluc, PLLC's plans moved +97.5% in assets from 2022 to 2024; this filing shows Next Level 401(k) Plan at $19M / 949 participants.

#13,416
in Healthcare & Social Assistance (17,684 peers)
+51.7%
assets growth YoY

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

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

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

$18,597,230 Top 29% higher than 71% 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

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Next Level 401(k) Plan sits mid-pack in the medium band (949 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Next Level 401(k) Plan reported net income rose from $894K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Next Level 401(k) Plan reported participants rose from 542 in the plan year 2022 filing to 949 in the plan year 2023 filing.
  • Next Level 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352470800 · Nluc, PLLC PY 2023 · 401(k)

Next Level 401(k) Plan · $19M · 949 · 71st

  • RANK $19M
  • RANK 949
  • RANK 71st
  • RANK 401(k)
  • RANK near Finish Thompson, Inc. Profit Sharing and Savings & Match Plan
  • RANK ind #13416

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Next Level 401(k) Plan in the asset neighbourhood

Next Level 401(k) Plan$19MFinish Thompson, Inc. Profit Sharing and Savings & Match PlanFinish Thompson, Inc. Profit…$19MUniqure, Inc. 401(k) Plan$19MInsulation Distributors, Inc. 401(k) PlanInsulation Distributors, Inc…$19MAmerican Commercial Bank & Trust, National Association Employees' ESOP & 401(k) PlanAmerican Commercial Bank & T…$19M
End-of-year total assets ($M) among Next Level 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nluc, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Nluc, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 97.4985164968728% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12.3M $24.2M ▲ +97.6%
Year Plans Participants Total Assets
2022 1 542 $12M
2023 1 949 $19M
2024 1 774 $24M

Nluc, PLLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN352470800
Plan Effective Date2013-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Next Level 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Next Level 401(k) Plan, Total assets ($B): 0.01859723 · Participants: 949Next Level 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Next Level 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is Finish Thompson, Inc. Profit Sharing and Savings & Match Plan in PA ($19M); by covered participants it is Univest Financial Corporation Deferred Salary Savings Plan in PA (949 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (949 participants); 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 Next Level 401(k) Plan assets move in 2023?
Next Level 401(k) Plan surged - up 51.7% during 2023, from $12M to $19M. Reported net income was $6M.
How have Nluc, PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Nluc, PLLC's sponsor-wide assets grew 97.5%, from $12M to $24M.
Which 401(k) plans are similar in size to Next Level 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Finish Thompson, Inc. Profit Sharing and Savings & Match Plan in PA ($19M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Next Level 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Univest Financial Corporation Deferred Salary Savings Plan in PA (949 participants, $109M in assets).