401(k) · DOL Form 5500 · 2023

Nesteggs Retirement Plan Services Inc 401(k) Plan

Data updated 2026-08-25

$70K
Total assets Small plan by assets: 28
Participants Small participant base: 5th
Percentile by assets National rank: $2,511
Avg per participant Low balance/head

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Official DOL plan name: Under Par Planning Pep · Sponsored by Nesteggs Retirement Plan Services Inc · Florida · Finance & Insurance

$70K in assets, 28 participants

Nesteggs Retirement Plan Services Inc's Under Par Planning Pep reported $70K in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

#272 in Finance & Insurance (8,869 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 Under Par Planning Pep at $70K / 28 participants.

#272
in Finance & Insurance (8,869 peers): +161.4%
assets growth YoY

Under Par Planning Pep among the smaller filed plans by assets

Under Par Planning Pep vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$70,318 5th percentile higher than 5% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Under Par Planning Pep among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Under Par Planning Pep is a small filing (28 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 593664112 · Nesteggs Retirement Plan Services Inc PY 2023 · 401(k)

Under Par Planning Pep · $70K · 28 · 5th

EIN $70K
EIN 28
EIN 5th
EIN 401(k)
EIN near Stoneshot USA Inc.401(k) Psp
EIN ind #272

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 →

End-of-year total assets ($M) among Under Par Planning Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nesteggs Retirement Plan Services Inc multi-year asset trail

Latest sponsor-wide plan assets: $251M 766.7309717095487% vs 2022; 2024 filing year

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 (2023)

Total Assets (Beginning of Year)	$27K
Net Assets (End of Year)	$70K
Net Income	$43K
Employer EIN	593664112
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Under Par Planning Pep vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Under Par Planning Pep side-by-side with 3 peers →

Under Par Planning Pep's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Stoneshot USA Inc.401(k) Psp in NY ($70K); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70K here).

Stoneshot USA Inc.401(k) Psp (NY) $70K · 2
Lampa Ventures Retirement Plan (MI) $70K · 2
212 Solutions, Inc. 401(k) Profit Sharing Plan (CA) $70K · 1
Swearingen & Nolan, Inc. 401(k) Plan (AL) $70K · 16

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

Direct Urgent Care, Inc. 401(k) Plan (CA) 28 · 0 off
Applied Video Technology, Inc. Profit Sharing Plan (PA) 28 · 0 off
Title Houston Holdings, Ltd 401(k) Plan (TX) 28 · 0 off
Horizon Food Equipment 401(k) Plan (NY) 28 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Under Par Planning Pep assets move in 2023? ▼

Under Par Planning Pep surged - up 161.4% during 2023, from $27K to $70K. Reported net income was $43K.

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 Under Par Planning Pep rank by assets among Form 5500 filers? ▼

Under Par Planning Pep ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Under Par Planning Pep? ▼

Among 401(k) plans in other states, the closest by assets is Stoneshot USA Inc.401(k) Psp in NY ($70K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Under Par Planning Pep? ▼

Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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