401(k) · DOL Form 5500 · 2024

Nexgen Asset Management 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
36th
Percentile by assets National rank
$198,633
Avg per participant Above avg balance/head
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Official DOL plan name: Nexgen 401(k) Plan · Sponsored by Nexgen Asset Management · California · Professional & Technical Services

$4M in assets, 18 participants

Nexgen Asset Management's Nexgen 401(k) Plan reported $4M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,723 in Professional & Technical Services (20,173 peers)

Nexgen Asset Management multi-year trail

Nexgen Asset Management's plans moved +58.5% in assets from 2022 to 2024; this filing shows Nexgen 401(k) Plan at $4M / 18 participants.

#6,723
in Professional & Technical Services (20,173 peers)
+18.7%
assets growth YoY

Nexgen 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nexgen 401(k) Plan vs every filed plan by assets

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

$3,575,396 36th percentile higher than 36% 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

Nexgen 401(k) 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. Nexgen 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nexgen 401(k) Plan reported net income fell from $756K in the plan year 2023 filing to $564K in the plan year 2024 filing.
  • Nexgen 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Nexgen 401(k) Plan reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 874740231 · Nexgen Asset Management PY 2024 · 401(k)

Nexgen 401(k) Plan · $4M · 18 · 36th

  • BOOK $4M
  • VS-ST 18
  • BOY 36th
  • SCH 401(k)
  • EBSA near A & M Tool & Die Co Inc Employees Savings Plan
  • PART ind #6723

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 Professional & Technical Services retirement plans → · Plans in California →

Nexgen 401(k) Plan in the asset neighbourhood

Nexgen 401(k) Plan$4MA & M Tool & Die Co Inc Employees Savings PlanA & M Tool & Die Co Inc Empl…$4MIssuer Direct Corporation 401(k) PlanIssuer Direct Corporation 40…$4MMorley and Associates, Inc. 401(k) Profit Sharing PlanMorley and Associates, Inc. …$4MPhelps Fan, LLC 401(k) Profit Sharing PlanPhelps Fan, LLC 401(k) Profi…$4M
End-of-year total assets ($M) among Nexgen 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nexgen Asset Management multi-year asset trail

Sponsor-wide plan assets over time

All Nexgen Asset Management plans reported in each filing year

Latest sponsor-wide plan assets
$4M 58.52588585094808% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.26M $3.58M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 19 $3M
2024 1 18 $4M

Nexgen Asset Management filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$564K
Employer EIN874740231
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Nexgen 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Nexgen 401(k) Plan, Total assets ($B): 0.003575396 · Participants: 18Nexgen 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Nexgen 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Nexgen 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is A & M Tool & Die Co Inc Employees Savings Plan in MA ($4M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Nexgen 401(k) Plan assets move in 2024? ▼
Nexgen 401(k) Plan grew sharply - up 18.7% during 2024, from $3M to $4M. Reported net income was $564K.
How have Nexgen Asset Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nexgen Asset Management's sponsor-wide assets grew 58.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Nexgen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A & M Tool & Die Co Inc Employees Savings Plan in MA ($4M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Nexgen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A 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 874740231.

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.