401(k) · DOL Form 5500 · 2023

899210-01 Nextep, Inc. 401(k) Plan

Data updated 2026-08-11

$485M
Total assets
17,588
Participants
97th
Percentile by assets
$27,564
Avg per participant
PlainRetire home → About this data

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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$485M
total plan assets (2023 EOY)
17,588
covered participants
97th
percentile by assets (of 127,072 plans)
$27,564
avg assets per participant

Where Nextep 401(k) Retirement Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Nextep 401(k) Retirement Savings Plan reports 17,588 participants - 23x that state average ($485M EOY assets).

Oklahoma filing particulars

Total Assets (Beginning of Year)$376M
Net Assets (End of Year)$484M
Net Income$87M
Employer EIN731543198
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (899210-01 Nextep, Inc.)

$300M$400M$500M$600M 202220232024 $376M $566M ▲ +50.6%
Total plan assets by year, all 899210-01 Nextep, Inc. plans on file
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.

Nextep 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Nextep 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 012345 Total assets ($B) Participants Nextep 401(k) Retire…Quiktrip Corporation…The Williams Investm…Oneok, Inc. 401(k) P…Bok Financial 401(k)…Devon Energy Corpora…
Nextep 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Nextep 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Nextep 401(k) Retirement Savings Plan assets move in 2023?
Nextep 401(k) Retirement Savings Plan grew sharply - up 28.9% during 2023, from $376M to $485M. Reported net income was $87M.
How have 899210-01 Nextep, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), 899210-01 Nextep, Inc.'s sponsor-wide assets grew 50.6%, from $376M to $566M.
Where does Nextep 401(k) Retirement Savings Plan rank by assets among Form 5500 filers?
Nextep 401(k) Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Nextep 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan in MT ($485M, 3,264 participants).

Filing takeaways

Ways to act on Nextep 401(k) Retirement Savings Plan's numbers.