401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$187K
Total assets Small plan by assets
32
Participants Small participant base
10th
Percentile by assets National rank
$5,850
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Princeton Financial Group Pooled 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$187K in assets, 32 participants

Nesteggs Retirement Plan Services, Inc.'s Princeton Financial Group Pooled 401(k) Plan reported $187K in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #533 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 Princeton Financial Group Pooled 401(k) Plan at $187K / 32 participants.

#533
in Finance & Insurance (8,869 peers)
+4408.6%
assets growth YoY

Princeton Financial Group Pooled 401(k) Plan among the smaller filed plans by assets

Princeton Financial Group Pooled 401(k) Plan vs every filed plan by assets

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

$187,198 10th percentile higher than 10% of 127,068 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 2023

Princeton Financial Group Pooled 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Princeton Financial Group Pooled 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Princeton Financial Group Pooled 401(k) Plan end-of-year assets rose from $4K in the plan year 2022 filing to $187K in the plan year 2023 filing.
  • Princeton Financial Group Pooled 401(k) Plan reported net income rose from $4K in the plan year 2022 filing to $183K in the plan year 2023 filing.
  • Princeton Financial Group Pooled 401(k) Plan reported participants rose from N/A in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Princeton Financial Group Pooled 401(k) Plan · $187K · 32 · 10th

  • PHOTO $187K
  • IND 32
  • EOY 10th
  • 5500 401(k)
  • ASSETS near Dude Holdings Inc 401(k) Plan
  • PCT ind #533

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 →

Princeton Financial Group Pooled 401(k) Plan in the asset neighbourhood

Princeton Financial Group Pooled 401(k) PlanPrinceton Financial Group Po…$187KDude Holdings Inc 401(k) Plan$187KGha Design Inc. 401(k) Plan$187KAmi Signs Inc 401(k) Plan$187KChoice Design Corp. 401(k) PlanChoice Design Corp. 401(k) P…$187K
End-of-year total assets ($M) among Princeton Financial Group Pooled 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$4K
Net Assets (End of Year)$187K
Net Income$183K
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.

Princeton Financial Group Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Princeton Financial Group Pooled 401(k) Plan, Total assets ($B): 0.000187198 · Participants: 32Princeton Financial Group Pooled 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Princeton Financial Group Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Princeton Financial Group Pooled 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Dude Holdings Inc 401(k) Plan in TX ($187K); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187K here).

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

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 Princeton Financial Group Pooled 401(k) Plan assets move in 2023? ▼
Princeton Financial Group Pooled 401(k) Plan surged - up 4408.6% during 2023, from $4K to $187K. Reported net income was $183K.
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 Princeton Financial Group Pooled 401(k) Plan rank by assets among Form 5500 filers? ▼
Princeton Financial Group Pooled 401(k) Plan ranks in the 10th 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 Princeton Financial Group Pooled 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dude Holdings Inc 401(k) Plan in TX ($187K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Princeton Financial Group Pooled 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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.

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.