Filings through .
Nextcapital Group, Inc.
Matched across 12 name variants in the filings
Nextcapital Group, Inc. summary
Nextcapital Group, Inc. appears on 51 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.7B in assets for 78,355 participants. The median client plan holds $20.5M. Most client plans are sponsored in NC, PA and VA. The largest clients by plan assets are Northeast Georgia Health System, Inc. and Newport Group, Inc.. Plans reported $274K in direct and indirect compensation paid to Nextcapital Group, Inc.. The median is $1K per plan.
- Participants
- 78,355
- Median plan assets
- $20.5M
- Median plan participants
- 501
- Median fees per plan
- $1K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- GAParticipants 15,260
- PAParticipants 7,345
- PAParticipants 3,928
- PAParticipants 15,010
- Martco, L.L.C$290MLAParticipants 1,590
- PAParticipants 2,185
- VAParticipants 800
- TXParticipants 338
- PAParticipants 1,400
- PAParticipants 2,434
- GAParticipants 1,272
- CAParticipants 910
- PAParticipants 2,016
- Precision Walls, Inc.$39.6MNCParticipants 1,547
- M. H. Eby, Inc.$36.5MPAParticipants 751
- PAParticipants 1,040
- NCParticipants 501
- 9THWONDER Global, LLC$25.1MTXParticipants 294
- MDParticipants 483
- Implus Footcare, LLC$24.2MNCParticipants 500
- MDParticipants 585
- NCParticipants 414
- Allen Industries, Inc$23.2MNCParticipants 346
- VAParticipants 95
- PAParticipants 1,644
Top client states
- NC15 plans
- PA13 plans
- VA4 plans
- KY3 plans
- SC3 plans
Frequently asked questions
- Who uses Nextcapital Group, Inc.?
- 51 retirement plans list Nextcapital Group, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Northeast Georgia Health System, Inc., Newport Group, Inc. and Martco, L.L.C. Most client plans are sponsored in NC, PA and VA.
- How many plans does Nextcapital Group, Inc. serve?
- Nextcapital Group, Inc. serves 51 retirement plans with $3.7B in plan assets and 78,355 participants, based on the latest Form 5500 filings through 2024.
- What does Nextcapital Group, Inc. charge?
- Plans reported $274K in total Schedule C compensation paid to Nextcapital Group, Inc.. The median plan paid $1K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served51+19 YoYRank #732 of mapped providers
Assets under administration$3.7B0.0%Rank #4151 by share of filed assets
Fees received$273,774Median $1,243/planSum across Schedule C direct + indirect
Net wins YoY-106 won - 16 lostPlan-level switch detection
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