ESOP · DOL Form 5500 · 2024

Next Evolution Group, Inc. ESOP

Data updated 2026-08-25

$300K
Total assets Small plan by assets
61
Participants Small participant base
14th
Percentile by assets National rank
$4,918
Avg per participant Low balance/head
PlainRetire home → About this data

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.

  • #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.

#393
in Wholesale Trade (6,080 peers)
-$633K
reported net income

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.

Next Evolution Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by 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

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 Evolution Group, Inc. 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 Evolution Group, Inc. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

DOL schedule card

Filing strip 331922172 · Next Evolution Group, Inc. PY 2024 · ESOP

Next Evolution Group, Inc. Employee Stock Ownership Plan · $300K · 61 · 14th

  • EOY $300K
  • EOY 61
  • EOY 14th
  • EOY ESOP
  • EOY near Lake Placid Advertisers Workshop, Inc. Employee Stock Ownership Plan
  • EOY ind #393

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 Pennsylvania →

Next Evolution Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Next Evolution Group, Inc. Employee Stock Ownership PlanNext Evolution Group, Inc. E…$300KLake Placid Advertisers Workshop, Inc. Employee Stock Ownership PlanLake Placid Advertisers Work…$299KH-S Precision, Inc. Employee Stock Ownership PlanH-S Precision, Inc. Employee…$299KAsbury Carbons, Inc. Employee Stock Ownership PlanAsbury Carbons, Inc. Employe…$298KIndustrial Bank Employee Stock Ownership PlanIndustrial Bank Employee Sto…$297K
End-of-year total assets ($M) among Next Evolution Group, Inc. 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)-$633K
Net Income-$633K
Employer EIN331922172
Plan Effective Date2024-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Next Evolution Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0003 · Participants: 61Next Evolution Group, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Next Evolution Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Next Evolution Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Next Evolution Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Lake Placid Advertisers Workshop, Inc. Employee Stock Ownership Plan in NY ($299K); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Evolution Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Next Evolution Group, Inc. Employee Stock Ownership Plan ranks in the 14th 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 Evolution Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lake Placid Advertisers Workshop, Inc. Employee Stock Ownership Plan in NY ($299K, 10 participants).
Which ESOP plans cover a similar participant headcount to Next Evolution Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $30M 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 331922172.

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.