401(k) · DOL Form 5500 · 2022

Nesteggs Retirement Plan Services, Inc. 401(k) Plan

Data updated 2026-08-25

$984K
Total assets Small plan by assets
82
Participants Small participant base
25th
Percentile by assets National rank
$11,994
Avg per participant Low balance/head
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Official DOL plan name: Ascend Wealth Advisors Pep · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$984K in assets, 82 participants

Nesteggs Retirement Plan Services, Inc.'s Ascend Wealth Advisors Pep reported $984K in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,513 in Finance & Insurance (9,261 peers)

Nesteggs Retirement Plan Services, Inc. multi-year trail

Nesteggs Retirement Plan Services, Inc.'s plans moved +766.7% in assets from 2022 to 2024; this filing shows Ascend Wealth Advisors Pep at $984K / 82 participants.

#1,513
in Finance & Insurance (9,261 peers)
+249.8%
assets growth YoY

Ascend Wealth Advisors Pep among the smaller filed plans by assets

Ascend Wealth Advisors Pep vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$983,542 25th percentile higher than 25% of 139,123 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 2022

Ascend Wealth Advisors Pep among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ascend Wealth Advisors Pep is a small filing (82 participants) on this national headcount ladder.

DOL schedule card

Filing strip 593664112 · Nesteggs Retirement Plan Services, Inc. PY 2022 · 401(k)

Ascend Wealth Advisors Pep · $984K · 82 · 25th

  • PCT $984K
  • EIN 82
  • RANK 25th
  • PHOTO 401(k)
  • IND near Dermatology Arts 401(k) Plan
  • EOY ind #1513

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 Finance & Insurance retirement plans → · Plans in Florida →

Ascend Wealth Advisors Pep in the asset neighbourhood

Ascend Wealth Advisors Pep$984KDermatology Arts 401(k) Plan$984KShepherds All Star Lanes Inc 401(k) Profit Sharing Plan & TrustShepherds All Star Lanes Inc…$984KAshford Advisors LLC 401(k) Profit Sharing Plan & TrustAshford Advisors LLC 401(k) …$983KContactus 401(k) Plan$984K
End-of-year total assets ($M) among Ascend Wealth Advisors Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nesteggs Retirement Plan Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nesteggs Retirement Plan Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$251M 766.7309717095487% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $28.9M $251M ▲ +766.7%
Year Plans Participants Total Assets
2022 13 2,080 $29M
2023 22 1,803 $136M
2024 24 5,102 $251M

Nesteggs Retirement Plan Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$281K
Net Assets (End of Year)$984K
Net Income$632K
Employer EIN593664112
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Ascend Wealth Advisors Pep vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Ascend Wealth Advisors Pep, Total assets ($B): 0.000983542 · Participants: 82Ascend Wealth Advisors PepL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Ascend Wealth Advisors Pep vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ascend Wealth Advisors Pep side-by-side with 3 peers →

Ascend Wealth Advisors Pep's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dermatology Arts 401(k) Plan in WA ($984K); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ascend Wealth Advisors Pep assets move in 2022? ▼
Ascend Wealth Advisors Pep surged - up 249.8% during 2022, from $281K to $984K. Reported net income was $632K.
How have Nesteggs Retirement Plan Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nesteggs Retirement Plan Services, Inc.'s sponsor-wide assets grew 766.7%, from $29M to $251M.
Where does Ascend Wealth Advisors Pep rank by assets among Form 5500 filers? ▼
Ascend Wealth Advisors Pep ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Ascend Wealth Advisors Pep? ▼
Among 401(k) plans in other states, the closest by assets is Dermatology Arts 401(k) Plan in WA ($984K, 18 participants).
Which 401(k) plans cover a similar participant headcount to Ascend Wealth Advisors Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593664112.

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.