ESOP · DOL Form 5500 · 2024

Next Level Steel, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
119
Participants Small participant base
34th
Percentile by assets National rank
$25,378
Avg per participant Low balance/head
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Official DOL plan name: Next Level Steel Employee Stock Ownership Plan · Sponsored by Next Level Steel, Inc. · Arizona · Construction

$3M in assets, 119 participants

Next Level Steel, Inc.'s Next Level Steel Employee Stock Ownership Plan reported $3M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,970 in Construction (9,039 peers)

Coverage in Arizona

Next Level Steel Employee Stock Ownership Plan covers 119 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#2,970
in Construction (9,039 peers)
$155K
reported net income

Next Level Steel Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Next Level Steel Employee Stock Ownership Plan vs every filed plan by assets

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

$3,020,000 34th percentile higher than 34% 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 Steel Employee Stock Ownership 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 Steel Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).

EBSA filing schedule strip

Filing strip 821273029 · Next Level Steel, Inc. PY 2024 · ESOP

Next Level Steel Employee Stock Ownership Plan · $3M · 119 · 34th

  • PCT $3M
  • PCT 119
  • PCT 34th
  • PCT ESOP
  • PCT near ESOP for Employees of Panhandle First Bank
  • PCT ind #2970

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 Arizona →

Next Level Steel Employee Stock Ownership Plan in the asset neighbourhood

Pyramid Systems, Inc. Employee Stock Ownership PlanPyramid Systems, Inc. Employ…$3MNext Level Steel Employee Stock Ownership PlanNext Level Steel Employee St…$3MESOP for Employees of Panhandle First BankESOP for Employees of Panhan…$3MTcm Employee Stock Ownership PlanTcm Employee Stock Ownership…$3MP.T. Services Rehabilitation, Inc. Employee Stock Ownership PlanP.T. Services Rehabilitation…$3M
End-of-year total assets ($M) among Next Level Steel Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$155K
Net Income$155K
Employer EIN821273029
Plan Effective Date2024-09-12
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

Peer ESOP plans, same state, same plan type, ranked by total assets.

Next Level Steel Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Next Level Steel Employee Stock Ownership Plan, Total assets ($B): 0.00302 · Participants: 119Next Level Steel Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Next Level Steel Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Next Level Steel Employee Stock Ownership Plan side-by-side with 3 peers →

Next Level Steel Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is ESOP for Employees of Panhandle First Bank in OK ($3M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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

Which ESOP plans are similar in size to Next Level Steel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is ESOP for Employees of Panhandle First Bank in OK ($3M, 26 participants).
Which ESOP plans cover a similar participant headcount to Next Level Steel Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (119 participants, $149M 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 821273029.

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.