401(k) · DOL Form 5500 · 2023

Next Phase Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
115
Participants Small participant base
76th
Percentile by assets National rank
$207,388
Avg per participant Above avg balance/head
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Official DOL plan name: Next Phase Enterprises 401(k) Plan · Sponsored by Next Phase Enterprises, LLC · Arizona · Other Services

$24M in assets, 115 participants

Next Phase Enterprises, LLC's Next Phase Enterprises 401(k) Plan reported $24M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,851 in Other Services (7,857 peers)

Coverage in Arizona

Next Phase Enterprises 401(k) Plan covers 115 participants in Arizona, about 20% of the average Arizona filer (state average ~564 per filing). Assets: $24M.

#6,851
in Other Services (7,857 peers)
+29.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

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

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

$23,849,588 Top 24% higher than 76% 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 Phase Enterprises 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 Phase Enterprises 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Next Phase Enterprises 401(k) Plan reported net income rose from $34K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Next Phase Enterprises 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Next Phase Enterprises 401(k) Plan reported participants rose from 95 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860799899 · Next Phase Enterprises, LLC PY 2023 · 401(k)

Next Phase Enterprises 401(k) Plan · $24M · 115 · 76th

  • BOOK $24M
  • VS-ST 115
  • BOY 76th
  • SCH 401(k)
  • EBSA near Pch Hotels and Resorts, Inc. 401(k) Plan
  • PART ind #6851

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 Other Services retirement plans → · Plans in Arizona →

Next Phase Enterprises 401(k) Plan in the asset neighbourhood

Next Phase Enterprises 401(k) PlanNext Phase Enterprises 401(k…$24MPch Hotels and Resorts, Inc. 401(k) PlanPch Hotels and Resorts, Inc.…$24MWilliams & Fudge, Inc. Retirement Savings PlanWilliams & Fudge, Inc. Retir…$24MMunicipal Employees Credit Union of Baltimore Defined Contribution PlanMunicipal Employees Credit U…$24MUpper Peninsula Plumbers Pipefitters Defined Contribution PlanUpper Peninsula Plumbers Pip…$24M
End-of-year total assets ($M) among Next Phase Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN860799899
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Next Phase Enterprises, LLC)

Sponsor-wide plan assets over time

All Next Phase Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 49.39727653474517% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.4M $27.5M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 95 $18M
2023 1 115 $24M
2024 1 130 $27M

Nearby 401(k) Plans in Arizona

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

Next Phase Enterprises 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Next Phase Enterprises 401(k) Plan, Total assets ($B): 0.023849588 · Participants: 115Next Phase Enterprises 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Next Phase Enterprises 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Next Phase Enterprises 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Pch Hotels and Resorts, Inc. 401(k) Plan in AL ($24M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Phase Enterprises 401(k) Plan assets move in 2023? ▼
Next Phase Enterprises 401(k) Plan grew sharply - up 29.6% during 2023, from $18M to $24M. Reported net income was $5M.
How have Next Phase Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Next Phase Enterprises, LLC's sponsor-wide assets grew 49.4%, from $18M to $27M.
Where does Next Phase Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
Next Phase Enterprises 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Next Phase Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pch Hotels and Resorts, Inc. 401(k) Plan in AL ($24M, 1,335 participants).
Which 401(k) plans cover a similar participant headcount to Next Phase Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 860799899.

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.