ESOP · DOL Form 5500 · 2024
Next Evolution Group, Inc. ESOP
Data updated 2026-08-11
- $300K
- Total assets
- 61
- Participants
- 14th
- Percentile by assets
- $4,918
- Avg per participant
Official DOL plan name: Next Evolution Group, Inc. Employee Stock Ownership Plan · Sponsored by Next Evolution Group, Inc. · Pennsylvania · Wholesale Trade
$300K in assets, 61 participants
Next Evolution Group, Inc.'s Next Evolution Group, Inc. Employee Stock Ownership Plan reported $300K in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- 14th percentile by assets (of 123,622 plans)
- #393 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
Next Evolution Group, Inc. Employee Stock Ownership Plan holds $300K for 61 participants - about $4,918 per participant, among the smaller plans by assets on file.
- $300K
- total plan assets (2024 EOY)
- 61
- covered participants
- 14th
- percentile by assets (of 123,622 plans)
- $4,918
- avg assets per participant
The plan reported a net loss of $633K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Next Evolution Group, Inc. Employee Stock Ownership Plan sits by total assets
Next Evolution Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$300,000 14th percentile higher than 14% 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
ESOP filing for Next Evolution Group, Inc. Employee Stock Ownership Plan
ESOP filing for plan year 2024: EIN 331922172 ; effective since 2024-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$633K |
| Net Income | -$633K |
| Employer EIN | 331922172 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Next Evolution Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Next Evolution Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
Where does Next Evolution Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Next Evolution Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Next Evolution Group, Inc. Employee Stock Ownership Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans