401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$51M
Total assets Below avg plan size
334
Participants Below avg headcount
86th
Percentile by assets National rank
$151,402
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nesteggs Master Pooled 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Wholesale Trade

$51M in assets, 334 participants

Nesteggs Retirement Plan Services, Inc.'s Nesteggs Master Pooled 401(k) Plan reported $51M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,487 in Wholesale Trade (6,309 peers)

Where Nesteggs Master Pooled 401(k) Plan sits by assets

Nesteggs Master Pooled 401(k) Plan sits in the top quartile of all filed plans by assets, $51M for 334 participants (~$151,402/participant), up 440.5% in 2023.

#5,487
in Wholesale Trade (6,309 peers)
+440.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Nesteggs Master Pooled 401(k) Plan's outsized position by total assets

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

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

$50,568,396 Top 14% higher than 86% 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

Nesteggs Master Pooled 401(k) Plan 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. Nesteggs Master Pooled 401(k) Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nesteggs Master Pooled 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Nesteggs Master Pooled 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Nesteggs Master Pooled 401(k) Plan reported participants fell from 1,543 in the plan year 2022 filing to 334 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Nesteggs Master Pooled 401(k) Plan · $51M · 334 · 86th

  • NET $51M
  • BOOK 334
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Sunland Construction, Inc. Profit Sharing 401(k) Plan
  • EBSA ind #5487

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 Wholesale Trade retirement plans → · Plans in Florida →

Nesteggs Master Pooled 401(k) Plan in the asset neighbourhood

Nesteggs Master Pooled 401(k) PlanNesteggs Master Pooled 401(k…$51MSunland Construction, Inc. Profit Sharing 401(k) PlanSunland Construction, Inc. P…$51MAmerican Refining Group, Inc. 401(k) PlanAmerican Refining Group, Inc…$51MIcon International, Inc. 401(k) PlanIcon International, Inc. 401…$51MAgile Defense LLC 401(k) Plan$51M
End-of-year total assets ($M) among Nesteggs Master Pooled 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$51M
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.

Nesteggs Master Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Nesteggs Master Pooled 401(k) Plan, Total assets ($B): 0.050568396 · Participants: 334Nesteggs Master 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
Nesteggs Master Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Nesteggs Master Pooled 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Sunland Construction, Inc. Profit Sharing 401(k) Plan in LA ($51M); by covered participants it is Airmar Technology Corporation 401(k) Plan in NH (334 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Nesteggs Master Pooled 401(k) Plan assets move in 2023?
Nesteggs Master Pooled 401(k) Plan surged - up 440.5% during 2023, from $9M to $51M. 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.
Where does Nesteggs Master Pooled 401(k) Plan rank by assets among Form 5500 filers?
Nesteggs Master Pooled 401(k) Plan ranks in the 86th 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 Nesteggs Master Pooled 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Sunland Construction, Inc. Profit Sharing 401(k) Plan in LA ($51M, 574 participants).
Which 401(k) plans cover a similar participant headcount to Nesteggs Master Pooled 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Airmar Technology Corporation 401(k) Plan in NH (334 participants, $30M in assets).