Profit Sharing · DOL Form 5500 · 2023

Nexgen Financial Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
36th
Percentile by assets National rank
$770,768
Avg per participant High balance/head
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Official DOL plan name: Nexgen Financial Retirement Plan · Sponsored by Nexgen Financial · California · Finance & Insurance

$3M in assets, 4 participants

Nexgen Financial's Nexgen Financial Retirement Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,221 in Finance & Insurance (8,869 peers)

Nexgen Financial multi-year trail

Nexgen Financial's plans moved +43.8% in assets from 2022 to 2024; this filing shows Nexgen Financial Retirement Plan at $3M / 4 participants.

#2,221
in Finance & Insurance (8,869 peers)
+16.3%
assets growth YoY

Nexgen Financial Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Nexgen Financial Retirement Plan vs every filed plan by assets

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

$3,083,072 36th percentile higher than 36% 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

Nexgen Financial Retirement 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. Nexgen Financial Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nexgen Financial Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $432K in the plan year 2023 filing.
  • Nexgen Financial Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Nexgen Financial Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 815390626 · Nexgen Financial PY 2023 · Profit Sharing

Nexgen Financial Retirement Plan · $3M · 4 · 36th

  • SCH $3M
  • SCH 4
  • SCH 36th
  • SCH Profit Sharing
  • SCH near Endocrinology Specialists, PC Profit Sharing Plan
  • SCH ind #2221

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 Finance & Insurance retirement plans → · Plans in California →

Nexgen Financial Retirement Plan in the asset neighbourhood

W. Stupnitsky, Ltd Profit Sharing PlanW. Stupnitsky, Ltd Profit Sh…$3MNexgen Financial Retirement PlanNexgen Financial Retirement …$3MEndocrinology Specialists, PC Profit Sharing PlanEndocrinology Specialists, P…$3MBray Inc. Retirement Plan$3MAllied Construction, Inc. Profit Sharing PlanAllied Construction, Inc. Pr…$3M
End-of-year total assets ($M) among Nexgen Financial Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Nexgen Financial multi-year asset trail

Sponsor-wide plan assets over time

All Nexgen Financial plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.77021686470724% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.65M $3.81M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 4 $3M
2024 1 5 $4M

Nexgen Financial filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$432K
Employer EIN815390626
Plan Effective Date2017-02-13
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Nexgen Financial Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Nexgen Financial Retirement Plan, Total assets ($B): 0.003083072 · Participants: 4Nexgen Financial Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Nexgen Financial Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Nexgen Financial Retirement Plan side-by-side with 3 peers →

Nexgen Financial Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Endocrinology Specialists, PC Profit Sharing Plan in PA ($3M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Nexgen Financial Retirement Plan assets move in 2023? ▼
Nexgen Financial Retirement Plan grew sharply - up 16.3% during 2023, from $3M to $3M. Reported net income was $432K.
How have Nexgen Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nexgen Financial's sponsor-wide assets grew 43.8%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Nexgen Financial Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Endocrinology Specialists, PC Profit Sharing Plan in PA ($3M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Nexgen Financial Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 815390626.

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.