401(k) · DOL Form 5500 · 2023

Next Door Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
233
Participants Below avg headcount
52nd
Percentile by assets National rank
$31,403
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Next Door Savings & Retirement Plan · Sponsored by Next Door Foundation, Inc. · Wisconsin · Educational Services

$7M in assets, 233 participants

Next Door Foundation, Inc.'s Next Door Savings & Retirement Plan reported $7M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,330 in Educational Services (3,735 peers)

Coverage in Wisconsin

Next Door Savings & Retirement Plan covers 233 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#1,330
in Educational Services (3,735 peers)
+13.3%
assets growth YoY

Next Door Savings & Retirement Plan's mid-pack asset rank among Educational Services and all filers

Next Door Savings & Retirement Plan vs every filed plan by assets

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

$7,316,909 Top 48% higher than 52% 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 Door Savings & Retirement 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 Door Savings & Retirement Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Next Door Savings & Retirement Plan reported net income rose from -$723K in the plan year 2022 filing to $859K in the plan year 2023 filing.
  • Next Door Savings & Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Next Door Savings & Retirement Plan reported participants fell from 240 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391162969 · Next Door Foundation, Inc. PY 2023 · 401(k)

Next Door Savings & Retirement Plan · $7M · 233 · 52nd

  • EIN $7M
  • EIN 233
  • EIN 52nd
  • EIN 401(k)
  • EIN near Hewes Marine Company 401(k) Plan
  • EIN ind #1330

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 Educational Services retirement plans → · Plans in Wisconsin →

Next Door Savings & Retirement Plan in the asset neighbourhood

Next Door Savings & Retirement PlanNext Door Savings & Retireme…$7MHewes Marine Company 401(k) PlanHewes Marine Company 401(k) …$7MAtlantic Toyota Group, Inc 401(k) PlanAtlantic Toyota Group, Inc 4…$7MTr Apparel, LLC 401(k) Plan$7MCrosscom National, LLC 401(k) PlanCrosscom National, LLC 401(k…$7M
End-of-year total assets ($M) among Next Door Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$859K
Employer EIN391162969
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Next Door Foundation, Inc.)

Sponsor-wide plan assets over time

All Next Door Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.661552771266265% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.46M $8.18M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 240 $6M
2023 1 233 $7M
2024 1 236 $8M

Nearby 401(k) Plans in Wisconsin

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

Next Door Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Next Door Savings & Retirement Plan, Total assets ($B): 0.007316909 · Participants: 233Next Door Savings & Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Next Door Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Next Door Savings & Retirement Plan side-by-side with 3 peers →

Next Door Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hewes Marine Company 401(k) Plan in WA ($7M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Door Savings & Retirement Plan assets move in 2023? ▼
Next Door Savings & Retirement Plan grew at a solid clip - up 13.3% during 2023, from $6M to $7M. Reported net income was $859K.
How have Next Door Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Next Door Foundation, Inc.'s sponsor-wide assets grew 26.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Next Door Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hewes Marine Company 401(k) Plan in WA ($7M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Next Door Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 391162969.

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.