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
18
Participants Small participant base
36th
Percentile by assets National rank
$166,993
Avg per participant Above avg 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

$3M in assets, 18 participants

Nesteggs Retirement Plan Services, Inc.'s Otegrity Pooled 401(k) Plan reported $3M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,611 in Professional & Technical Services (20,321 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 $3M / 18 participants.

#6,611
in Professional & Technical Services (20,321 peers)
+14785.0%
assets growth YoY

Otegrity Pooled 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$3,005,874 36th percentile higher than 36% 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

Otegrity 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. Otegrity Pooled 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otegrity Pooled 401(k) Plan end-of-year assets rose from $20K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Otegrity Pooled 401(k) Plan reported net income rose from $20K in the plan year 2022 filing to $814K 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)

Otegrity Pooled 401(k) Plan · $3M · 18 · 36th

  • 5500 $3M
  • ASSETS 18
  • PCT 36th
  • EIN 401(k)
  • RANK near Emerson Human Capital Consulting, Inc. Profit Sharing & 401(k) Plan
  • PHOTO ind #6611

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$3MEmerson Human Capital Consulting, Inc. Profit Sharing & 401(k) PlanEmerson Human Capital Consul…$3MImpact Nw 401(k) Profit Sharing Plan & TrustImpact Nw 401(k) Profit Shar…$3MTalis Construction Corporation 401(k) PlanTalis Construction Corporati…$3MAbq Living Incorporated 401(k) Profit Sharing PlanAbq Living Incorporated 401(…$3M
End-of-year total assets ($M) among Otegrity 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)$20K
Net Assets (End of Year)$3M
Net Income$814K
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 -505101520 Total assets ($B) Participants Otegrity Pooled 401(k) Plan, Total assets ($B): 0.003005874 · Participants: 18Otegrity 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
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 Emerson Human Capital Consulting, Inc. Profit Sharing & 401(k) Plan in CA ($3M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Otegrity Pooled 401(k) Plan assets move in 2023? ▼
Otegrity Pooled 401(k) Plan surged - up 14785.0% during 2023, from $20K to $3M. Reported net income was $814K.
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 Otegrity Pooled 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emerson Human Capital Consulting, Inc. Profit Sharing & 401(k) Plan in CA ($3M, 18 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 Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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.