401(k) · DOL Form 5500 · 2024
Next Door Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 236
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $34,661
- Avg per participant Low balance/head
Official DOL plan name: Next Door Savings & Retirement Plan · Sponsored by Next Door Foundation, Inc. · Wisconsin · Educational Services
$8M in assets, 236 participants
Next Door Foundation, Inc.'s Next Door Savings & Retirement Plan reported $8M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #1,263 in Educational Services (3,638 peers)
Coverage in Wisconsin
Next Door Savings & Retirement Plan covers 236 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.
- #1,263
- in Educational Services (3,638 peers)
- +11.8%
- assets growth YoY
Next Door Savings & Retirement Plan's mid-pack asset rank among Educational Services and all filers
Next Door Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,180,083 Top 49% higher than 51% 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 Door Savings & Retirement 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 Door Savings & Retirement Plan sits mid-pack in the medium band (236 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Next Door Savings & Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Next Door Savings & Retirement Plan reported participants rose from 233 in the plan year 2023 filing to 236 in the plan year 2024 filing.
DOL schedule card
Filing strip 391162969 · Next Door Foundation, Inc. PY 2024 · 401(k)
Next Door Savings & Retirement Plan · $8M · 236 · 51st
- IND $8M
- EOY 236
- 5500 51st
- ASSETS 401(k)
- PCT near 1st Choice Housing, Inc. 401(k) Plan
- EIN ind #1263
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 Educational Services retirement plans → · Plans in Wisconsin →
Next Door Savings & Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $863K |
| Employer EIN | 391162969 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Next Door Foundation, Inc.)
Sponsor-wide plan assets over time
All Next Door Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 26.661552771266265% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $6M |
| 2023 | 1 | 233 | $7M |
| 2024 | 1 | 236 | $8M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Next Door Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is 1st Choice Housing, Inc. 401(k) Plan in NC ($8M); by covered participants it is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- 1st Choice Housing, Inc. 401(k) Plan (NC) $8M · 5
- R. Stahl, Inc. 401(k) Plan (TX) $8M · 68
- Cryptic Studios, Inc. 401(k) Plan (CA) $8M · 20
- Madera Residential 401(k) Plan (TX) $8M · 518
Similar participant headcount
Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.
- J.B. Sullivan, Inc. Retirement Plan (IL) 236 · 0 off
- 1888 Mills 401(k) Plan (GA) 236 · 0 off
- Institutional Casework, Inc. 401(k) Plan (TN) 236 · 0 off
- Common Living, Inc. 401(k) Plan (NY) 236 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.