401(k) · DOL Form 5500 · 2024

Nextier Bank, N.a. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
284
Participants Below avg headcount
76th
Percentile by assets National rank
$95,565
Avg per participant Below avg balance/head
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Official DOL plan name: Nextier Retirement Savings Plan · Sponsored by Nextier Bank, N.a. · Pennsylvania · Finance & Insurance

$27M in assets, 284 participants

Nextier Bank, N.a.'s Nextier Retirement Savings Plan reported $27M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,347 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Nextier Retirement Savings Plan covers 284 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#5,347
in Finance & Insurance (8,549 peers)
+43.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Nextier Retirement Savings Plan's outsized position by total assets

Nextier Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$27,140,421 Top 24% higher than 76% of 123,620 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 2024

Nextier Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nextier Retirement Savings Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nextier Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Nextier Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 250660700 · Nextier Bank, N.a. PY 2024 · 401(k)

Nextier Retirement Savings Plan · $27M · 284 · 76th

  • PHOTO $27M
  • PHOTO 284
  • PHOTO 76th
  • PHOTO 401(k)
  • PHOTO near Aplix, Inc. 401(k) Retirement Savings Plan
  • PHOTO ind #5347

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 Pennsylvania →

Nextier Retirement Savings Plan in the asset neighbourhood

Nextier Retirement Savings PlanNextier Retirement Savings P…$27MAplix, Inc. 401(k) Retirement Savings PlanAplix, Inc. 401(k) Retiremen…$27MYelcot Holding Group, Inc. 401(k) Profit Sharing PlanYelcot Holding Group, Inc. 4…$27MJordache Enterprises Inc. 401(k) PlanJordache Enterprises Inc. 40…$27MEllis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing PlanEllis Badenhausen Orthopaedi…$27M
End-of-year total assets ($M) among Nextier Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$27M
Net Income$6M
Employer EIN250660700
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nextier Bank, N.a.)

Sponsor-wide plan assets over time

All Nextier Bank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 2.0679860629822984% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $27.7M $27.1M ▼ -2.1%
Year Plans Participants Total Assets
2022 2 312 $28M
2023 2 313 $23M
2024 1 284 $27M

Nearby 401(k) Plans in Pennsylvania

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

Nextier Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Nextier Retirement Savings Plan, Total assets ($B): 0.027140421 · Participants: 284Nextier Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Nextier Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Nextier Retirement Savings Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Aplix, Inc. 401(k) Retirement Savings Plan in NC ($27M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nextier Retirement Savings Plan assets move in 2024? ▼
Nextier Retirement Savings Plan surged - up 43.9% during 2024, from $19M to $27M. Reported net income was $6M.
How have Nextier Bank, N.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nextier Bank, N.a.'s sponsor-wide assets declined 2.1%, from $28M to $27M.
Where does Nextier Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Nextier Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Nextier Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aplix, Inc. 401(k) Retirement Savings Plan in NC ($27M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Nextier Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250660700.

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.