401(k) · DOL Form 5500 · 2023

Next Chapter Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$692K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$345,805
Avg per participant High balance/head
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Official DOL plan name: Next Chapter Enterprises, Inc. 401(k) Plan · Sponsored by Next Chapter Enterprises, Inc. · Montana · Food Services & Accommodation

$692K in assets, 2 participants

Next Chapter Enterprises, Inc.'s Next Chapter Enterprises, Inc. 401(k) Plan reported $692K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,053 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Next Chapter Enterprises, Inc. 401(k) Plan ranks #2,053 of 3,828 2023 filers by assets (2829% of the sector average)-$692K for 2 participants.

#2,053
in Food Services & Accommodation (3,828 peers)
-4.8%
assets change YoY

The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Next Chapter Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Next Chapter Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$691,609 21st percentile higher than 21% 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 Chapter Enterprises, Inc. 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. Next Chapter Enterprises, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Next Chapter Enterprises, Inc. 401(k) Plan reported net income rose from -$508K in the plan year 2022 filing to -$35K in the plan year 2023 filing.
  • Next Chapter Enterprises, Inc. 401(k) Plan end-of-year assets fell from $727K in the plan year 2022 filing to $692K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 460720147 · Next Chapter Enterprises, Inc. PY 2023 · 401(k)

Next Chapter Enterprises, Inc. 401(k) Plan · $692K · 2 · 21st

  • PCT $692K
  • PCT 2
  • PCT 21st
  • PCT 401(k)
  • PCT near Joseph's Bakery 401(k) Retirement Plan
  • PCT ind #2053

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 Montana →

Next Chapter Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Next Chapter Enterprises, Inc. 401(k) PlanNext Chapter Enterprises, In…$692KJoseph's Bakery 401(k) Retirement PlanJoseph's Bakery 401(k) Retir…$692KBrady Venture Holdings, Inc. Dba Better4u Vending Retirement PlanBrady Venture Holdings, Inc.…$692KInterim Healthcare of Topeka 401(k) PlanInterim Healthcare of Topeka…$692KSiamese Princess 401(k) Plan$692K
End-of-year total assets ($M) among Next Chapter Enterprises, Inc. 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)$727K
Net Assets (End of Year)$692K
Net Income-$35K
Employer EIN460720147
Plan Effective Date2012-08-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Next Chapter Enterprises, Inc.)

Sponsor-wide plan assets over time

All Next Chapter Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$692K 4.844790058638841% vs 2022
2023 filing year
$0.68M$0.7M$0.72M$0.74M 20222023 $0.73M $0.69M ▼ -5.5%
Year Plans Participants Total Assets
2022 1 2 $727K
2023 2 4 $692K

Nearby 401(k) Plans in Montana

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

Next Chapter Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Next Chapter Enterprises, Inc. 401(k) Plan, Total assets ($M): 0.691609 · Participants: 2Next Chapter Enterprises, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Next Chapter Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Next Chapter Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Next Chapter Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Joseph's Bakery 401(k) Retirement Plan in MA ($692K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Chapter Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
Next Chapter Enterprises, Inc. 401(k) Plan edged down modestly - down 4.8% during 2023, from $727K to $692K. Reported net income was -$35K.
How have Next Chapter Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Next Chapter Enterprises, Inc.'s sponsor-wide assets declined 4.8%, from $727K to $692K.
Where does Next Chapter Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Next Chapter Enterprises, Inc. 401(k) Plan ranks in the 21st 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 Next Chapter Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Joseph's Bakery 401(k) Retirement Plan in MA ($692K, 197 participants).
Which 401(k) plans cover a similar participant headcount to Next Chapter Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 460720147.

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.