401(k) · DOL Form 5500 · 2023
899210-01 Nextep, Inc. 401(k) Plan
Data updated 2026-08-25
- $485M
- Total assets Above avg plan size
- 17,588
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $27,564
- Avg per participant Low balance/head
Official DOL plan name: Nextep 401(k) Retirement Savings Plan · Sponsored by 899210-01 Nextep, Inc. · Oklahoma · Professional & Technical Services
$485M in assets, 17,588 participants
899210-01 Nextep, Inc.'s Nextep 401(k) Retirement Savings Plan reported $485M in total assets and 17,588 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #19,952 in Professional & Technical Services (20,321 peers)
Coverage in Oklahoma
Nextep 401(k) Retirement Savings Plan covers 17,588 participants in Oklahoma, 23x the typical Oklahoma plan (state average ~760 per filing). Assets: $485M.
- #19,952
- in Professional & Technical Services (20,321 peers)
- +28.9%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Nextep 401(k) Retirement Savings Plan's outsized position by total assets
Nextep 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$484,786,897 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Nextep 401(k) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nextep 401(k) Retirement Savings Plan is a mega filing (17,588 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nextep 401(k) Retirement Savings Plan reported net income rose from -$39M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- Nextep 401(k) Retirement Savings Plan end-of-year assets rose from $376M in the plan year 2022 filing to $485M in the plan year 2023 filing.
- Nextep 401(k) Retirement Savings Plan reported participants rose from 17,366 in the plan year 2022 filing to 17,588 in the plan year 2023 filing.
DOL schedule card
Filing strip 731543198 · 899210-01 Nextep, Inc. PY 2023 · 401(k)
Nextep 401(k) Retirement Savings Plan · $485M · 17,588 · 97th
- IND $485M
- EOY 17,588
- 5500 97th
- ASSETS 401(k)
- PCT near Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan
- EIN ind #19952
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 Oklahoma →
Nextep 401(k) Retirement Savings Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $376M |
|---|---|
| Net Assets (End of Year) | $484M |
| Net Income | $87M |
| Employer EIN | 731543198 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (899210-01 Nextep, Inc.)
Sponsor-wide plan assets over time
All 899210-01 Nextep, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $566M 50.582565857786165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17,366 | $376M |
| 2023 | 1 | 17,588 | $485M |
| 2024 | 1 | 18,274 | $566M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
Scale composition for Nextep 401(k) Retirement Savings Plan
Nextep 401(k) Retirement Savings Plan reports $485M in end-of-year assets across 17,588 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $27,564 per participant (20% of the national average assets-per-participant) . Net income for plan year 2023 was $87M.
This plan identity (EIN 731543198, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $376M to $566M (+50.6%) while covered participants moved from 17,366 to 18,274 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,366 | $376M | Open filing |
| 2023 | 17,588 | $485M | This page |
| 2024 · index core | 18,274 | $566M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Nextep 401(k) Retirement Savings Plan (401(k), $566M, 18,274 participants)
Nextep 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan in MT ($485M); by covered participants it is Peraton Corp. Retirement Savings Plan in VA (17,590 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($485M here).
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan (MT) $485M · 3,264
- Dtts 401(k) Plan (NY) $485M · 2,005
- Rush Enterprises, Inc. Employee 401(k) Plan (TX) $484M · 7,322
- Vail Resorts 401(k) Retirement Plan (CO) $485M · 33,499
Similar participant headcount
Nearest other-state filings by covered participants (17,588 participants); asset peers above are excluded.
- Peraton Corp. Retirement Savings Plan (VA) 17,590 · 2 off
- The Lilly Employee 401(k) Plan (IN) 17,583 · 5 off
- Ufcw Local 152 Savings Plan (NJ) 17,604 · 16 off
- Amerisourcebergen Employee Investment Plan (PA) 17,562 · 26 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.