401(k) · DOL Form 5500 · 2023

Nextroll, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
484
Participants Below avg headcount
82nd
Percentile by assets National rank
$74,210
Avg per participant Below avg balance/head
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Official DOL plan name: Nextroll 401(k) Plan & Trust · Sponsored by Nextroll, Inc. · California · Professional & Technical Services

$36M in assets, 484 participants

Nextroll, Inc.'s Nextroll 401(k) Plan & Trust reported $36M in total assets and 484 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,745 in Professional & Technical Services (20,321 peers)

Where Nextroll 401(k) Plan & Trust sits by assets

Nextroll 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $36M for 484 participants (~$74,210/participant), up 20.6% in 2023.

#16,745
in Professional & Technical Services (20,321 peers)
+20.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Nextroll 401(k) Plan & Trust's outsized position by total assets

Nextroll 401(k) Plan & Trust vs every filed plan by assets

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

$35,917,792 Top 18% higher than 82% 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

Nextroll 401(k) Plan & Trust 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. Nextroll 401(k) Plan & Trust sits mid-pack in the medium band (484 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nextroll 401(k) Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Nextroll 401(k) Plan & Trust end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Nextroll 401(k) Plan & Trust reported participants fell from 539 in the plan year 2022 filing to 484 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205096965 · Nextroll, Inc. PY 2023 · 401(k)

Nextroll 401(k) Plan & Trust · $36M · 484 · 82nd

  • EIN $36M
  • RANK 484
  • PHOTO 82nd
  • IND 401(k)
  • EOY near Intricon 401(k) Employee Savings Plan
  • 5500 ind #16745

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 Professional & Technical Services retirement plans → · Plans in California →

Nextroll 401(k) Plan & Trust in the asset neighbourhood

Nextroll 401(k) Plan & Trust$36MIntricon 401(k) Employee Savings PlanIntricon 401(k) Employee Sav…$36MCountry Visions Cooperative 401(k) Retirement Savings PlanCountry Visions Cooperative …$36MBbr Partners, LLC Retirement PlanBbr Partners, LLC Retirement…$36MInterwell Health Partners 401(k) Savings PlanInterwell Health Partners 40…$36M
End-of-year total assets ($M) among Nextroll 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN205096965
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nextroll, Inc.)

Sponsor-wide plan assets over time

All Nextroll, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 37.563108065842144% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $41M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 539 $30M
2023 1 484 $36M
2024 1 297 $41M

Nearby 401(k) Plans in California

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

Nextroll 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Nextroll 401(k) Plan & Trust, Total assets ($B): 0.035917792 · Participants: 484Nextroll 401(k) Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Nextroll 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Nextroll 401(k) Plan & Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Intricon 401(k) Employee Savings Plan in MN ($36M); by covered participants it is Verizon Savings and Security Plan for West Region Hourly Employees in NJ (484 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (484 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 Nextroll 401(k) Plan & Trust assets move in 2023? ▼
Nextroll 401(k) Plan & Trust grew sharply - up 20.6% during 2023, from $30M to $36M. Reported net income was $6M.
How have Nextroll, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nextroll, Inc.'s sponsor-wide assets grew 37.6%, from $30M to $41M.
Where does Nextroll 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Nextroll 401(k) Plan & Trust ranks in the 82nd 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 Nextroll 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Intricon 401(k) Employee Savings Plan in MN ($36M, 442 participants).
Which 401(k) plans cover a similar participant headcount to Nextroll 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Verizon Savings and Security Plan for West Region Hourly Employees in NJ (484 participants, $301M 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 205096965.

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.