401(k) · DOL Form 5500 · 2024

Nluc, PLLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
774
Participants Near avg headcount
74th
Percentile by assets National rank
$31,292
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Next Level 401(k) Plan · Sponsored by Nluc, PLLC · Texas · Healthcare & Social Assistance

$24M in assets, 774 participants

Nluc, PLLC's Next Level 401(k) Plan reported $24M in total assets and 774 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,160 in Healthcare & Social Assistance (16,916 peers)

Nluc, PLLC multi-year trail

Nluc, PLLC's plans moved +97.5% in assets from 2022 to 2024; this filing shows Next Level 401(k) Plan at $24M / 774 participants.

#13,160
in Healthcare & Social Assistance (16,916 peers)
+30.2%
assets growth YoY

Next Level 401(k) Plan's outsized position by total assets

Next Level 401(k) Plan vs every filed plan by assets

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

$24,219,644 Top 26% higher than 74% 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 Level 401(k) 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. Next Level 401(k) Plan sits mid-pack in the medium band (774 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Next Level 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Next Level 401(k) Plan reported participants fell from 949 in the plan year 2023 filing to 774 in the plan year 2024 filing.
  • Next Level 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 352470800 · Nluc, PLLC PY 2024 · 401(k)

Next Level 401(k) Plan · $24M · 774 · 74th

  • TYPE $24M
  • TYPE 774
  • TYPE 74th
  • TYPE 401(k)
  • TYPE near Summit Design & Engineering Services, PLLC Employees Savings Trust
  • TYPE ind #13160

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Next Level 401(k) Plan in the asset neighbourhood

Next Level 401(k) Plan$24MSummit Design & Engineering Services, PLLC Employees Savings TrustSummit Design & Engineering …$24MTata Technologies, Inc. 401(k) Ps PlanTata Technologies, Inc. 401(…$24MLiberty Hill Equity Partners 401(k) Profit Sharing PlanLiberty Hill Equity Partners…$24MLhr Retirement Plan$24M
End-of-year total assets ($M) among Next Level 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nluc, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Nluc, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 97.4985164968728% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12.3M $24.2M ▲ +97.6%
Year Plans Participants Total Assets
2022 1 542 $12M
2023 1 949 $19M
2024 1 774 $24M

Nluc, PLLC filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$6M
Employer EIN352470800
Plan Effective Date2013-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Next Level 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Next Level 401(k) Plan, Total assets ($B): 0.024219644 · Participants: 774Next Level 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Next Level 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Next Level 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Summit Design & Engineering Services, PLLC Employees Savings Trust in NC ($24M); by covered participants it is B1bank Employee Retirement Plan and Trust in LA (774 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (774 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 Next Level 401(k) Plan assets move in 2024?
Next Level 401(k) Plan surged - up 30.2% during 2024, from $19M to $24M. Reported net income was $6M.
How have Nluc, PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Nluc, PLLC's sponsor-wide assets grew 97.5%, from $12M to $24M.
Which 401(k) plans are similar in size to Next Level 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Summit Design & Engineering Services, PLLC Employees Savings Trust in NC ($24M, 427 participants).
Which 401(k) plans cover a similar participant headcount to Next Level 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is B1bank Employee Retirement Plan and Trust in LA (774 participants, $69M in assets).