401(k) · DOL Form 5500 · 2023

Nextiva, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
887
Participants Near avg headcount
81st
Percentile by assets National rank
$38,213
Avg per participant Low balance/head
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Official DOL plan name: Nextiva 401(k) Plan · Sponsored by Nextiva, Inc. · Arizona · Information & Media

$34M in assets, 887 participants

Nextiva, Inc.'s Nextiva 401(k) Plan reported $34M in total assets and 887 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,075 in Information & Media (2,818 peers)

Where Nextiva 401(k) Plan sits by assets

Nextiva 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 887 participants (~$38,213/participant), up 37.3% in 2023.

#2,075
in Information & Media (2,818 peers)
+37.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Nextiva 401(k) Plan vs every filed plan by assets

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

$33,895,316 Top 19% higher than 81% 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

Nextiva 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. Nextiva 401(k) Plan sits mid-pack in the medium band (887 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nextiva 401(k) Plan reported net income rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Nextiva 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Nextiva 401(k) Plan reported participants rose from 771 in the plan year 2022 filing to 887 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208820926 · Nextiva, Inc. PY 2023 · 401(k)

Nextiva 401(k) Plan · $34M · 887 · 81st

  • IND $34M
  • EOY 887
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Public Resources Advisory Group, Inc. 401(k) & Profit Sharing Plan
  • EIN ind #2075

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 Information & Media retirement plans → · Plans in Arizona →

Nextiva 401(k) Plan in the asset neighbourhood

Nextiva 401(k) Plan$34MPublic Resources Advisory Group, Inc. 401(k) & Profit Sharing PlanPublic Resources Advisory Gr…$34MSdi Technologies, Inc. Employee 401(k) Savings PlanSdi Technologies, Inc. Emplo…$34MNortheast Credit Union 401(k) Retirement Savings PlanNortheast Credit Union 401(k…$34MHannis T. Bourgeois, LLP Profit Sharing Plan & TrustHannis T. Bourgeois, LLP Pro…$34M
End-of-year total assets ($M) among Nextiva 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$34M
Net Income$9M
Employer EIN208820926
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nextiva, Inc.)

Sponsor-wide plan assets over time

All Nextiva, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 70.00036747696757% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.7M $42M ▲ +70.0%
Year Plans Participants Total Assets
2022 1 771 $25M
2023 1 887 $34M
2024 1 760 $42M

Nearby 401(k) Plans in Arizona

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

Nextiva 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Nextiva 401(k) Plan, Total assets ($B): 0.033895316 · Participants: 887Nextiva 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
Nextiva 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Nextiva 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Public Resources Advisory Group, Inc. 401(k) & Profit Sharing Plan in NY ($34M); by covered participants it is Bosselman Employee Retirement Plan in NE (887 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (887 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 Nextiva 401(k) Plan assets move in 2023? ▼
Nextiva 401(k) Plan surged - up 37.3% during 2023, from $25M to $34M. Reported net income was $9M.
How have Nextiva, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nextiva, Inc.'s sponsor-wide assets grew 70.0%, from $25M to $42M.
Where does Nextiva 401(k) Plan rank by assets among Form 5500 filers? ▼
Nextiva 401(k) Plan ranks in the 81st 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 Nextiva 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Public Resources Advisory Group, Inc. 401(k) & Profit Sharing Plan in NY ($34M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Nextiva 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bosselman Employee Retirement Plan in NE (887 participants, $13M 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 208820926.

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.