401(k) · DOL Form 5500 · 2024

Next Phase Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
130
Participants Small participant base
76th
Percentile by assets National rank
$211,421
Avg per participant Above avg balance/head
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Official DOL plan name: Next Phase Enterprises 401(k) Plan · Sponsored by Next Phase Enterprises, LLC · Arizona · Other Services

$27M in assets, 130 participants

Next Phase Enterprises, LLC's Next Phase Enterprises 401(k) Plan reported $27M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,760 in Other Services (7,719 peers)

Coverage in Arizona

Next Phase Enterprises 401(k) Plan covers 130 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $27M.

#6,760
in Other Services (7,719 peers)
+15.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Next Phase Enterprises 401(k) Plan's outsized position by total assets

Next Phase Enterprises 401(k) Plan vs every filed plan by assets

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

$27,484,732 Top 24% higher than 76% 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 Phase Enterprises 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. Next Phase Enterprises 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Next Phase Enterprises 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Next Phase Enterprises 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Next Phase Enterprises 401(k) Plan reported participants rose from 115 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860799899 · Next Phase Enterprises, LLC PY 2024 · 401(k)

Next Phase Enterprises 401(k) Plan · $27M · 130 · 76th

  • EOY $27M
  • EOY 130
  • EOY 76th
  • EOY 401(k)
  • EOY near Intercommunity Emergency Medical Group 401(k) Profit Sharing Plan
  • EOY ind #6760

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 Arizona →

Next Phase Enterprises 401(k) Plan in the asset neighbourhood

Jacob Stern & Sons, Inc. 401(k) Profit Sharing PlanJacob Stern & Sons, Inc. 401…$27MNext Phase Enterprises 401(k) PlanNext Phase Enterprises 401(k…$27MIntercommunity Emergency Medical Group 401(k) Profit Sharing PlanIntercommunity Emergency Med…$27MCelanese Puerto Rico Savings and Investment PlanCelanese Puerto Rico Savings…$27MAddman Holdings 401(k) Plan$27M
End-of-year total assets ($M) among Next Phase Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN860799899
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Next Phase Enterprises, LLC)

Sponsor-wide plan assets over time

All Next Phase Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 49.39727653474517% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.4M $27.5M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 95 $18M
2023 1 115 $24M
2024 1 130 $27M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Next Phase Enterprises 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Next Phase Enterprises 401(k) Plan, Total assets ($B): 0.027484732 · Participants: 130Next Phase Enterprises 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Next Phase Enterprises 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Next Phase Enterprises 401(k) Plan side-by-side with 3 peers →

Next Phase Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Intercommunity Emergency Medical Group 401(k) Profit Sharing Plan in CA ($27M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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

How did Next Phase Enterprises 401(k) Plan assets move in 2024? ▼
Next Phase Enterprises 401(k) Plan grew sharply - up 15.2% during 2024, from $24M to $27M. Reported net income was $4M.
How have Next Phase Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Next Phase Enterprises, LLC's sponsor-wide assets grew 49.4%, from $18M to $27M.
Where does Next Phase Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
Next Phase Enterprises 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Next Phase Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intercommunity Emergency Medical Group 401(k) Profit Sharing Plan in CA ($27M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Next Phase Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 860799899.

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.