401(k) · DOL Form 5500 · 2023

Nextgen Information Services 401(k) Plan

Data updated 2026-08-25

$837K
Total assets Small plan by assets
35
Participants Small participant base
22nd
Percentile by assets National rank
$23,920
Avg per participant Low balance/head
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Official DOL plan name: Nextgen Information Services 401(k) Profit Sharing Plan & Trust · Sponsored by Nextgen Information Services · Missouri · Professional & Technical Services

$837K in assets, 35 participants

Nextgen Information Services's Nextgen Information Services 401(k) Profit Sharing Plan & Trust reported $837K in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,499 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Nextgen Information Services 401(k) Profit Sharing Plan & Trust holds $837K for 35 participants - about $23,920 per participant, among the smaller plans by assets on file.

#3,499
in Professional & Technical Services (20,321 peers)
-6.5%
assets change YoY

The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nextgen Information Services 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Nextgen Information Services 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$837,201 22nd percentile higher than 22% 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

Nextgen Information Services 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nextgen Information Services 401(k) Profit Sharing Plan & Trust is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nextgen Information Services 401(k) Profit Sharing Plan & Trust reported net income rose from -$301K in the plan year 2022 filing to -$58K in the plan year 2023 filing.
  • Nextgen Information Services 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $895K in the plan year 2022 filing to $837K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431791848 · Nextgen Information Services PY 2023 · 401(k)

Nextgen Information Services 401(k) Profit Sharing Plan & Trust · $837K · 35 · 22nd

  • VS-ST $837K
  • BOY 35
  • SCH 22nd
  • EBSA 401(k)
  • PART near Charlotte Root Canal Center Retirement Plan
  • TYPE ind #3499

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 Missouri →

Nextgen Information Services 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Nextgen Information Services 401(k) Profit Sharing Plan & TrustNextgen Information Services…$837KCharlotte Root Canal Center Retirement PlanCharlotte Root Canal Center …$837KFirefish USA Holdings, Inc. 401(k) Profit Sharing PlanFirefish USA Holdings, Inc. …$837KDfw Urology Consultants, P.a. 401(k) Profit Sharing PlanDfw Urology Consultants, P.a…$837KAdvanced Nutrients 401(k) PlanAdvanced Nutrients 401(k) Pl…$837K
End-of-year total assets ($M) among Nextgen Information Services 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$895K
Net Assets (End of Year)$837K
Net Income-$58K
Employer EIN431791848
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nextgen Information Services)

Sponsor-wide plan assets over time

All Nextgen Information Services plans reported in each filing year

Latest sponsor-wide plan assets
$837K 6.48442395613307% vs 2022
2023 filing year
$0.82M$0.84M$0.86M$0.88M$0.9M$0.92M 20222023 $0.9M $0.84M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 35 $895K
2023 1 35 $837K

Nearby 401(k) Plans in Missouri

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

Nextgen Information Services 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Nextgen Information Services 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000837201 · Participants: 35Nextgen Information Services 401(k) Profit Sharing Plan & TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Nextgen Information Services 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Nextgen Information Services 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Nextgen Information Services 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Charlotte Root Canal Center Retirement Plan in NC ($837K); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Nextgen Information Services 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Nextgen Information Services 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.5% during 2023, from $895K to $837K. Reported net income was -$58K.
How have Nextgen Information Services plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Nextgen Information Services's sponsor-wide assets declined 6.5%, from $895K to $837K.
Where does Nextgen Information Services 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Nextgen Information Services 401(k) Profit Sharing Plan & Trust ranks in the 22nd 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 Nextgen Information Services 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Charlotte Root Canal Center Retirement Plan in NC ($837K, 26 participants).
Which 401(k) plans cover a similar participant headcount to Nextgen Information Services 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $12M 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 431791848.

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.