401(k) · DOL Form 5500 · 2024
Nextgen Federal System, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 255
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $70,619
- Avg per participant Below avg balance/head
Official DOL plan name: Nextgen 401(k) Plan · Sponsored by Nextgen Federal System, LLC · West Virginia · Other Services
$18M in assets, 255 participants
Nextgen Federal System, LLC's Nextgen 401(k) Plan reported $18M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #6,351 in Other Services (7,719 peers)
Nextgen Federal System, LLC multi-year trail
Nextgen Federal System, LLC's plans moved +130.6% in assets from 2022 to 2024; this filing shows Nextgen 401(k) Plan at $18M / 255 participants.
- #6,351
- in Other Services (7,719 peers)
- +51.2%
- assets growth YoY
Nextgen 401(k) Plan's outsized position by total assets
Nextgen 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,007,806 Top 32% higher than 68% 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
Nextgen 401(k) 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. Nextgen 401(k) Plan sits mid-pack in the medium band (255 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nextgen 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Nextgen 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Nextgen 401(k) Plan reported participants rose from 194 in the plan year 2023 filing to 255 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 273938367 · Nextgen Federal System, LLC PY 2024 · 401(k)
Nextgen 401(k) Plan · $18M · 255 · 68th
- EBSA $18M
- PART 255
- TYPE 68th
- NET 401(k)
- BOOK near Pankl Holdings Inc & Affiliated Employer 401(k) Plan
- VS-ST ind #6351
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 Other Services retirement plans → · Plans in West Virginia →
Nextgen 401(k) Plan in the asset neighbourhood
Nextgen Federal System, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Nextgen Federal System, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 130.61294297070526% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $8M |
| 2023 | 2 | 321 | $18M |
| 2024 | 1 | 255 | $18M |
Nextgen Federal System, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $6M |
| Employer EIN | 273938367 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $1.2B · 1,845
- Vandalia Health System 401(k) Retirement Savings P $853M · N/A
- American Public Education Retirement Plan $303M · 5,717
- West Virginia University Health System 401(k) Plan $255M · 4,549
- United Bankshares, Inc. Savings and Stock Investment Plan $249M · 2,561
Nextgen 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Pankl Holdings Inc & Affiliated Employer 401(k) Plan in CA ($18M); by covered participants it is National Auto Care 401(k) Plan in OH (255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Pankl Holdings Inc & Affiliated Employer 401(k) Plan (CA) $18M · 240
- Mobile Management, LLC 401(k) Plan & Trust (NY) $18M · 449
- Mark Miller Subaru, Inc. 401(k) Plan (UT) $18M · 230
- Manna Development Group, LLC 401(k) Plan (CA) $18M · 2,295
Similar participant headcount
Nearest other-state filings by covered participants (255 participants); asset peers above are excluded.
- National Auto Care 401(k) Plan (OH) 255 · 0 off
- Fashion Institute of Design and Merchandising 401(k) Plan (CA) 255 · 0 off
- Barley Snyder Savings Plan (PA) 255 · 0 off
- Saticoy Lemon Association 401(k) / Profit Sharing Plan (CA) 255 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.