401(k) · DOL Form 5500 · 2024

Nextiva, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
760
Participants Near avg headcount
82nd
Percentile by assets National rank
$55,209
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nextiva 401(k) Plan · Sponsored by Nextiva, Inc. · Arizona · Information & Media

$42M in assets, 760 participants

Nextiva, Inc.'s Nextiva 401(k) Plan reported $42M in total assets and 760 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,130 in Information & Media (2,822 peers)

Where Nextiva 401(k) Plan sits by assets

Nextiva 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 760 participants (~$55,209/participant), up 23.8% in 2024.

#2,130
in Information & Media (2,822 peers)
+23.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Nextiva 401(k) Plan's outsized position by total assets

Nextiva 401(k) Plan vs every filed plan by assets

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

$41,959,183 Top 18% higher than 82% 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

Nextiva 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. Nextiva 401(k) Plan sits mid-pack in the medium band (760 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nextiva 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Nextiva 401(k) Plan reported participants fell from 887 in the plan year 2023 filing to 760 in the plan year 2024 filing.
  • Nextiva 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 208820926 · Nextiva, Inc. PY 2024 · 401(k)

Nextiva 401(k) Plan · $42M · 760 · 82nd

  • BOY $42M
  • BOY 760
  • BOY 82nd
  • BOY 401(k)
  • BOY near Levata 401(k) Plan
  • BOY ind #2130

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 Information & Media retirement plans → · Plans in Arizona →

Nextiva 401(k) Plan in the asset neighbourhood

Asure Operations LLC 401(k) Retirement PlanAsure Operations LLC 401(k) …$42MNextiva 401(k) Plan$42MLevata 401(k) Plan$42MHartland 401(k) Retirement Plan TrustHartland 401(k) Retirement P…$42MAbry Partners III, LLC 401(k) PlanAbry Partners III, LLC 401(k…$42M
End-of-year total assets ($M) among Nextiva 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$42M
Net Income$8M
Employer EIN208820926
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nextiva, Inc.)

Sponsor-wide plan assets over time

All Nextiva, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 70.00036747696757% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.7M $42M ▲ +70.0%
Year Plans Participants Total Assets
2022 1 771 $25M
2023 1 887 $34M
2024 1 760 $42M

Nearby 401(k) Plans in Arizona

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

Nextiva 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Nextiva 401(k) Plan, Total assets ($B): 0.041959183 · Participants: 760Nextiva 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
Nextiva 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Nextiva 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Levata 401(k) Plan in IL ($42M); by covered participants it is Edwards Lifesciences (Puerto Rico) Corporation Retirement Savings Plan in PR (760 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (760 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 Nextiva 401(k) Plan assets move in 2024? ▼
Nextiva 401(k) Plan grew sharply - up 23.8% during 2024, from $34M to $42M. Reported net income was $8M.
How have Nextiva, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nextiva, Inc.'s sponsor-wide assets grew 70.0%, from $25M to $42M.
Where does Nextiva 401(k) Plan rank by assets among Form 5500 filers? ▼
Nextiva 401(k) Plan ranks in the 82nd 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 Nextiva 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Levata 401(k) Plan in IL ($42M, 515 participants).
Which 401(k) plans cover a similar participant headcount to Nextiva 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Edwards Lifesciences (Puerto Rico) Corporation Retirement Savings Plan in PR (760 participants, $31M 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 208820926.

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.