401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$20K
Total assets Small plan by assets
18
Participants Small participant base
2nd
Percentile by assets National rank
$1,122
Avg per participant Low balance/head
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Official DOL plan name: Otegrity Pooled 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Professional & Technical Services

$20K in assets, 18 participants

Nesteggs Retirement Plan Services, Inc.'s Otegrity Pooled 401(k) Plan reported $20K in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #369 in Professional & Technical Services (21,562 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 Otegrity Pooled 401(k) Plan at $20K / 18 participants.

#369
in Professional & Technical Services (21,562 peers)
$20K
reported net income

Otegrity Pooled 401(k) Plan among the smaller filed plans by assets

Otegrity Pooled 401(k) Plan vs every filed plan by assets

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

$20,194 2nd percentile higher than 2% 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

Otegrity Pooled 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otegrity Pooled 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

DOL schedule card

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

Otegrity Pooled 401(k) Plan · $20K · 18 · 2nd

  • 5500 $20K
  • 5500 18
  • 5500 2nd
  • 5500 401(k)
  • 5500 near Kennewick Industrial & Electri 401(k) Profit Sharing Plan & Trust
  • 5500 ind #369

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 Professional & Technical Services retirement plans → · Plans in Florida →

Otegrity Pooled 401(k) Plan in the asset neighbourhood

Otegrity Pooled 401(k) Plan$20KKennewick Industrial & Electri 401(k) Profit Sharing Plan & TrustKennewick Industrial & Elect…$20KWilkin Guttenplan PC Pr 1081. 01(D) PlanWilkin Guttenplan PC Pr 1081…$20KFina 401(k) Profit Sharing PlanFina 401(k) Profit Sharing P…$20KNumero Uno Acquisitions LLC 401(k) Profit Sharing Plan & TrustNumero Uno Acquisitions LLC …$20K
End-of-year total assets ($M) among Otegrity Pooled 401(k) Plan 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)N/A
Net Assets (End of Year)$20K
Net Income$20K
Employer EIN593664112
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Otegrity Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Otegrity Pooled 401(k) Plan, Total assets ($B): 0.000020194 · Participants: 18Otegrity Pooled 401(k) PlanL3harris 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
Otegrity Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Otegrity Pooled 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Kennewick Industrial & Electri 401(k) Profit Sharing Plan & Trust in WA ($20K); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 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 Otegrity Pooled 401(k) Plan rank by assets among Form 5500 filers? ▼
Otegrity Pooled 401(k) Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Otegrity Pooled 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kennewick Industrial & Electri 401(k) Profit Sharing Plan & Trust in WA ($20K, 88 participants).
Which 401(k) plans cover a similar participant headcount to Otegrity Pooled 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 participants, N/A 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.