401(k) · DOL Form 5500 · 2023

Next Step Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,007
Participants Near avg headcount
59th
Percentile by assets National rank
$10,132
Avg per participant Low balance/head
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Official DOL plan name: Next Step Healthcare 401(k) Plan · Sponsored by Next Step Healthcare, LLC · Massachusetts · Agriculture, Forestry & Fishing

$10M in assets, 1,007 participants

Next Step Healthcare, LLC's Next Step Healthcare 401(k) Plan reported $10M in total assets and 1,007 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #823 in Agriculture, Forestry & Fishing (1,288 peers)

Next Step Healthcare, LLC multi-year trail

Next Step Healthcare, LLC's plans moved +16.1% in assets from 2022 to 2024; this filing shows Next Step Healthcare 401(k) Plan at $10M / 1,007 participants.

#823
in Agriculture, Forestry & Fishing (1,288 peers)
+18.5%
assets growth YoY

Next Step Healthcare 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Next Step Healthcare 401(k) Plan vs every filed plan by assets

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

$10,203,110 Top 41% higher than 59% 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 Step Healthcare 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Next Step Healthcare 401(k) Plan lands in the large band (1,007 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Next Step Healthcare 401(k) Plan reported net income rose from -$611K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Next Step Healthcare 401(k) Plan reported participants fell from 1,240 in the plan year 2022 filing to 1,007 in the plan year 2023 filing.
  • Next Step Healthcare 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263581415 · Next Step Healthcare, LLC PY 2023 · 401(k)

Next Step Healthcare 401(k) Plan · $10M · 1,007 · 59th

  • PHOTO $10M
  • IND 1,007
  • EOY 59th
  • 5500 401(k)
  • ASSETS near Killdeer Mountain Mfg. 401(k) Profit Sharing Plan
  • PCT ind #823

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Massachusetts →

Next Step Healthcare 401(k) Plan in the asset neighbourhood

Next Step Healthcare 401(k) PlanNext Step Healthcare 401(k) …$10MKilldeer Mountain Mfg. 401(k) Profit Sharing PlanKilldeer Mountain Mfg. 401(k…$10MJ.J. Collins' Sons, Inc. 401(k) PlanJ.J. Collins' Sons, Inc. 401…$10MEye Physicians and Surgeons of Augusta, P. C. 401(k) Profit Sharing PlanEye Physicians and Surgeons …$10MOrchard Technologies 401(k) PlanOrchard Technologies 401(k) …$10M
End-of-year total assets ($M) among Next Step Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Next Step Healthcare, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Next Step Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.09146608310017% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.61M $10M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 1,240 $9M
2023 1 1,007 $10M
2024 1 1,004 $10M

Next Step Healthcare, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN263581415
Plan Effective Date2018-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Next Step Healthcare 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Next Step Healthcare 401(k) Plan, Total assets ($B): 0.01020311 · Participants: 1007Next Step Healthcare 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Next Step Healthcare 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Next Step Healthcare 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Killdeer Mountain Mfg. 401(k) Profit Sharing Plan in ND ($10M); by covered participants it is Republic Bancorp, Inc. 401(k) Retirement Plan in KY (1,007 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,007 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 Step Healthcare 401(k) Plan assets move in 2023? ▼
Next Step Healthcare 401(k) Plan grew sharply - up 18.5% during 2023, from $9M to $10M. Reported net income was $2M.
How have Next Step Healthcare, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Next Step Healthcare, LLC's sponsor-wide assets grew 16.1%, from $9M to $10M.
Which 401(k) plans are similar in size to Next Step Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Killdeer Mountain Mfg. 401(k) Profit Sharing Plan in ND ($10M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Next Step Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Bancorp, Inc. 401(k) Retirement Plan in KY (1,007 participants, $132M 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 263581415.

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.