ESOP · DOL Form 5500 · 2024

Next Stage, Inc. ESOP

Data updated 2026-08-25

$647K
Total assets Small plan by assets
22
Participants Small participant base
20th
Percentile by assets National rank
$29,429
Avg per participant Low balance/head
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Official DOL plan name: Next Stage Employee Stock Ownership Plan · Sponsored by Next Stage, Inc. · California · Construction

$647K in assets, 22 participants

Next Stage, Inc.'s Next Stage Employee Stock Ownership Plan reported $647K in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,691 in Construction (9,039 peers)

What the 2024 filing shows

Next Stage Employee Stock Ownership Plan holds $647K for 22 participants - about $29,429 per participant, among the smaller plans by assets on file.

#1,691
in Construction (9,039 peers)
$39K
reported net income

Next Stage Employee Stock Ownership Plan among the smaller filed plans by assets

Next Stage Employee Stock Ownership Plan vs every filed plan by assets

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

$647,437 20th percentile higher than 20% 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

Next Stage Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Next Stage Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 201527644 · Next Stage, Inc. PY 2024 · ESOP

Next Stage Employee Stock Ownership Plan · $647K · 22 · 20th

  • NET $647K
  • BOOK 22
  • VS-ST 20th
  • BOY ESOP
  • SCH near Firstar Fiber, Inc. Employee Stock Ownership Plan
  • EBSA ind #1691

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 What is an ESOP? → · Plans in California →

Next Stage Employee Stock Ownership Plan in the asset neighbourhood

Next Stage Employee Stock Ownership PlanNext Stage Employee Stock Ow…$647KFirstar Fiber, Inc. Employee Stock Ownership PlanFirstar Fiber, Inc. Employee…$649KFurman Foods, Inc. Employee Stock Ownership PlanFurman Foods, Inc. Employee …$652KWoodmansee Insurance, Inc. Employee Stock Ownership PlanWoodmansee Insurance, Inc. E…$645KCottage Hill Nursery, Inc Employee Stock Ownership PlanCottage Hill Nursery, Inc Em…$641K
End-of-year total assets ($M) among Next Stage Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$39K
Net Income$39K
Employer EIN201527644
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Next Stage Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Next Stage Employee Stock Ownership Plan, Total assets ($B): 0.000647437 · Participants: 22Next Stage Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Next Stage Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Next Stage Employee Stock Ownership Plan side-by-side with 3 peers →

Next Stage Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Firstar Fiber, Inc. Employee Stock Ownership Plan in NE ($649K); by covered participants it is Electricians, Inc. ESOP in HI (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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

Where does Next Stage Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Next Stage Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Next Stage Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Firstar Fiber, Inc. Employee Stock Ownership Plan in NE ($649K, 76 participants).
Which ESOP plans cover a similar participant headcount to Next Stage Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electricians, Inc. ESOP in HI (22 participants, $20M 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 201527644.

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.