401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$6M
Total assets Small plan by assets
32
Participants Small participant base
48th
Percentile by assets National rank
$187,713
Avg per participant Above avg balance/head
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Official DOL plan name: Nesteggs Achievement Pooled Employer 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$6M in assets, 32 participants

Nesteggs Retirement Plan Services, Inc.'s Nesteggs Achievement Pooled Employer 401(k) Plan reported $6M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,045 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 Nesteggs Achievement Pooled Employer 401(k) Plan at $6M / 32 participants.

#3,045
in Finance & Insurance (8,869 peers)
+38526.6%
assets growth YoY

The plan reported a net loss of $409K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nesteggs Achievement Pooled Employer 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$6,006,816 48th percentile higher than 48% 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 Achievement Pooled Employer 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. Nesteggs Achievement Pooled Employer 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

  • Nesteggs Achievement Pooled Employer 401(k) Plan end-of-year assets rose from $16K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Nesteggs Achievement Pooled Employer 401(k) Plan reported net income fell from $16K in the plan year 2022 filing to -$409K in the plan year 2023 filing.
  • Nesteggs Achievement Pooled Employer 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 →

EBSA filing schedule strip

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

Nesteggs Achievement Pooled Employer 401(k) Plan · $6M · 32 · 48th

  • NET $6M
  • BOOK 32
  • VS-ST 48th
  • BOY 401(k)
  • SCH near Gap, Inc. 401(k) Plan
  • EBSA ind #3045

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 →

Nesteggs Achievement Pooled Employer 401(k) Plan in the asset neighbourhood

Nesteggs Achievement Pooled Employer 401(k) PlanNesteggs Achievement Pooled …$6MGap, Inc. 401(k) Plan$6MNlc, Inc. Employee Retirement Savings PlanNlc, Inc. Employee Retiremen…$6MOrdermygear 401(k) Plan$6MAdhawk, Inc. 401(k) Plan$6M
End-of-year total assets ($M) among Nesteggs Achievement Pooled Employer 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)$16K
Net Assets (End of Year)$6M
Net Income-$409K
Employer EIN593664112
Plan Effective Date2022-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Nesteggs Achievement Pooled Employer 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Nesteggs Achievement Pooled Employer 401(k) Plan, Total assets ($B): 0.006006816 · Participants: 32Nesteggs Achievement Pooled Employer 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 Achievement Pooled Employer 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Nesteggs Achievement Pooled Employer 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Gap, Inc. 401(k) Plan in PA ($6M); 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 ($6M 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 Nesteggs Achievement Pooled Employer 401(k) Plan assets move in 2023? ▼
Nesteggs Achievement Pooled Employer 401(k) Plan surged - up 38526.6% during 2023, from $16K to $6M. Reported net income was -$409K.
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 Nesteggs Achievement Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gap, Inc. 401(k) Plan in PA ($6M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Nesteggs Achievement Pooled Employer 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.