401(k) · DOL Form 5500 · 2024
Next Step Healthcare, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 1,004
- Participants Near avg headcount
- 56th
- Percentile by assets National rank
- $9,958
- Avg per participant Low balance/head
Official DOL plan name: Next Step Healthcare 401(k) Plan · Sponsored by Next Step Healthcare, LLC · Massachusetts · Agriculture, Forestry & Fishing
$10M in assets, 1,004 participants
Next Step Healthcare, LLC's Next Step Healthcare 401(k) Plan reported $10M in total assets and 1,004 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #744 in Agriculture, Forestry & Fishing (1,217 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 / 1,004 participants.
- #744
- in Agriculture, Forestry & Fishing (1,217 peers)
- -2.0%
- assets change YoY
The plan reported a net loss of $205K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$9,998,179 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Next Step Healthcare 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (1,004 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Next Step Healthcare 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$205K in the plan year 2024 filing.
- Next Step Healthcare 401(k) Plan end-of-year assets fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 263581415 · Next Step Healthcare, LLC PY 2024 · 401(k)
Next Step Healthcare 401(k) Plan · $10M · 1,004 · 56th
- 5500 $10M
- 5500 1,004
- 5500 56th
- 5500 401(k)
- 5500 near Cline Cellars 401(k) Savings Plan
- 5500 ind #744
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, 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
| 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 (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$205K |
| Employer EIN | 263581415 |
| Plan Effective Date | 2018-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
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 Cline Cellars 401(k) Savings Plan in CA ($10M); by covered participants it is Global Healthcare Exchange 401(k) and Defined Contribution Plan in CO (1,004 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Cline Cellars 401(k) Savings Plan (CA) $10M · 237
- Hultafors Group North America 401(k) Plan (WI) $10M · 131
- Regina Coeli Child Development Center Retirement Plan (LA) $10M · 369
- Davians 401(k) Plan (WI) $10M · 173
Similar participant headcount
Nearest other-state filings by covered participants (1,004 participants); asset peers above are excluded.
- Global Healthcare Exchange 401(k) and Defined Contribution Plan (CO) 1,004 · 0 off
- Richline Group, Inc. 401(k) Profit Sharing Plan (NY) 1,004 · 0 off
- University of St. Augustine for Health Sciences 401(k) Retirement Savings Plan (FL) 1,004 · 0 off
- Alliance Physical Therapy Group, LLC 401(k) Plan (MI) 1,004 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.