401(k) · DOL Form 5500 · 2023
Nextpoint Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 488
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $20,262
- Avg per participant Low balance/head
Official DOL plan name: Nextpoint Financial 401(k) Plan · Sponsored by Nextpoint Financial, Inc. · Texas · Finance & Insurance
$10M in assets, 488 participants
Nextpoint Financial, Inc.'s Nextpoint Financial 401(k) Plan reported $10M in total assets and 488 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #3,826 in Finance & Insurance (8,869 peers)
Nextpoint Financial, Inc. multi-year trail
Nextpoint Financial, Inc.'s plans moved +43.9% in assets from 2022 to 2023; this filing shows Nextpoint Financial 401(k) Plan at $10M / 488 participants.
- #3,826
- in Finance & Insurance (8,869 peers)
- +43.9%
- assets growth YoY
Nextpoint Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Nextpoint Financial 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,887,909 Top 42% higher than 58% 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
Nextpoint Financial 401(k) 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. Nextpoint Financial 401(k) Plan sits mid-pack in the medium band (488 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nextpoint Financial 401(k) Plan reported net income rose from $443K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Nextpoint Financial 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Nextpoint Financial 401(k) Plan reported participants fell from 619 in the plan year 2022 filing to 488 in the plan year 2023 filing.
DOL schedule card
Filing strip 863493325 · Nextpoint Financial, Inc. PY 2023 · 401(k)
Nextpoint Financial 401(k) Plan · $10M · 488 · 58th
- VS-ST $10M
- BOY 488
- SCH 58th
- EBSA 401(k)
- PART near Oak View Group LLC 401(k) Profit Sharing Plan and Trust
- TYPE ind #3826
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 Finance & Insurance retirement plans → · Plans in Texas →
Nextpoint Financial 401(k) Plan in the asset neighbourhood
Nextpoint Financial, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Nextpoint Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 43.86556419157808% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 619 | $7M |
| 2023 | 1 | 488 | $10M |
Nextpoint Financial, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $3M |
| Employer EIN | 863493325 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Nextpoint Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Oak View Group LLC 401(k) Profit Sharing Plan and Trust in CO ($10M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (488 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Oak View Group LLC 401(k) Profit Sharing Plan and Trust (CO) $10M · 2,283
- Walborsky Bradley & Fleming, PLLC Profit Sharing Plan (FL) $10M · 24
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired (CA) $10M · 139
- Dooley's Petroleum, Inc. 401(k) Profit Sharing Plan (MN) $10M · 198
Similar participant headcount
Nearest other-state filings by covered participants (488 participants); asset peers above are excluded.
- Pexco LLC Retirement Savings Plan (GA) 488 · 0 off
- Levi Ray & Shoup 401(k) Matching Contribution Plan (IL) 488 · 0 off
- Centerspace 401(k) Plan (ND) 488 · 0 off
- Zeta Associates Incorporated Savings Plan (VA) 488 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.