401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$24M
Total assets Small plan by assets: 37
Participants Small participant base: 76th
Percentile by assets National rank: $661,009
Avg per participant High balance/head

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Official DOL plan name: Farther Pep · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$24M in assets, 37 participants

Nesteggs Retirement Plan Services, Inc.'s Farther Pep reported $24M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

#5,661 in Finance & Insurance (8,869 peers)

Where Farther Pep sits by assets

Farther Pep sits in the top quartile of all filed plans by assets, $24M for 37 participants (~$661,009/participant), up 622.3% in 2023.

#5,661
in Finance & Insurance (8,869 peers): +622.3%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Farther Pep's outsized position by total assets

Farther Pep vs every filed plan by assets

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

$24,457,328 Top 24% higher than 76% 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

Farther 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. Farther Pep is a small filing (37 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%)

Farther Pep reported net income rose from -$49K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Farther Pep end-of-year assets rose from $3M in the plan year 2022 filing to $24M in the plan year 2023 filing.
Farther Pep reported participants rose from N/A in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Farther Pep · $24M · 37 · 76th

BOY $24M
BOY 37
BOY 76th
BOY 401(k)
BOY near Fiera Capital 401(k) Plan
BOY ind #5661

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 Farther Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$24M
Net Income	$2M
Employer EIN	593664112
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

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

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

Nearby 401(k) Plans in Florida

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

Farther 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 Farther Pep side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Fiera Capital 401(k) Plan in NY ($24M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Fiera Capital 401(k) Plan (NY) $24M · 121
Brady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & Trust (OH) $24M · 149
C.L. Thomas, Inc. 401(k) Profit Sharing Plan (TX) $24M · 584
Carl a. Nelson & Company 401(k) Plan (IA) $24M · 83

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

Carbon Health 401(k) Plan (CA) 37 · 0 off
Carnahan Evans PC Profit Sharing Plan (MO) 37 · 0 off
Eligijus P Lelis, Md & Assoc, Sc Cash or Deferred Profit Sharing Pl (IL) 37 · 0 off
Mister Price Inc Helapan 1165 Retirement Plan (PR) 37 · 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 Farther Pep assets move in 2023? ▼

Farther Pep surged - up 622.3% during 2023, from $3M to $24M. Reported net income was $2M.

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 Farther Pep rank by assets among Form 5500 filers? ▼

Farther Pep ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Farther Pep? ▼

Among 401(k) plans in other states, the closest by assets is Fiera Capital 401(k) Plan in NY ($24M, 121 participants).

Which 401(k) plans cover a similar participant headcount to Farther Pep? ▼

Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 participants, $4M 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.