401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$3M
Total assets Small plan by assets
132
Participants Small participant base
35th
Percentile by assets National rank
$21,647
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

$3M in assets, 132 participants

Nesteggs Retirement Plan Services, Inc.'s Ascend Wealth Advisors Pep reported $3M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,156 in Finance & Insurance (8,869 peers)

Coverage in Florida

Ascend Wealth Advisors Pep covers 132 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#2,156
in Finance & Insurance (8,869 peers)
+190.5%
assets growth YoY

Ascend Wealth Advisors Pep's mid-pack asset rank among Finance & Insurance and all filers

Ascend Wealth Advisors Pep vs every filed plan by assets

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

$2,857,445 35th percentile higher than 35% 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

Ascend Wealth Advisors Pep among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ascend Wealth Advisors Pep sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ascend Wealth Advisors Pep end-of-year assets rose from $984K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ascend Wealth Advisors Pep reported net income rose from $632K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ascend Wealth Advisors Pep reported participants rose from 82 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Ascend Wealth Advisors Pep · $3M · 132 · 35th

  • PHOTO $3M
  • IND 132
  • EOY 35th
  • 5500 401(k)
  • ASSETS near Bijou Holdings Inc. 401(k) Plan
  • PCT ind #2156

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$3MBijou Holdings Inc. 401(k) PlanBijou Holdings Inc. 401(k) P…$3MStaff Force, Inc. 401(k) Retirement PlanStaff Force, Inc. 401(k) Ret…$3MTurner Techtronics, Inc. 401(k) PlanTurner Techtronics, Inc. 401…$3MBurdick Painting 401(k) Retirement PlanBurdick Painting 401(k) Reti…$3M
End-of-year total assets ($M) among Ascend Wealth Advisors Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$984K
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN593664112
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nesteggs Retirement Plan Services, Inc.)

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

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 -505101520 Total assets ($B) Participants Ascend Wealth Advisors Pep, Total assets ($B): 0.002857445 · Participants: 132Ascend Wealth Advisors PepL3harris 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
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 Bijou Holdings Inc. 401(k) Plan in KS ($3M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Ascend Wealth Advisors Pep assets move in 2023? ▼
Ascend Wealth Advisors Pep surged - up 190.5% during 2023, from $984K to $3M. Reported net income was $1M.
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.
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 Bijou Holdings Inc. 401(k) Plan in KS ($3M, 33 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 Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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.