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
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
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.
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
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
| 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 EIN | 352470800 |
| Plan Effective Date | 2013-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (949 participants); asset peers above are excluded.
- Univest Financial Corporation Deferred Salary Savings Plan (PA) 949 · 0 off
- Harsco Retirement Savings and Investment Plan (PA) 949 · 0 off
- Veridian Credit Union 401(k) Plan and Trust (IA) 949 · 0 off
- Kissito Healthcare 401(k) Plan (VA) 949 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.