401(k) · DOL Form 5500 · 2024
Nesteggs Retirement Plan Services Inc 401(k) Plan
Data updated 2026-08-25
- $140K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $27,986
- Avg per participant Low balance/head
Official DOL plan name: Under Par Planning Pep · Sponsored by Nesteggs Retirement Plan Services Inc · Florida · Finance & Insurance
$140K in assets, 5 participants
Nesteggs Retirement Plan Services Inc's Under Par Planning Pep reported $140K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- #351 in Finance & Insurance (8,549 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 Under Par Planning Pep at $140K / 5 participants.
- #351
- in Finance & Insurance (8,549 peers)
- +99.0%
- assets growth YoY
Under Par Planning Pep among the smaller filed plans by assets
Under Par Planning Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$139,929 8th percentile higher than 8% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Under Par Planning Pep among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Under Par Planning Pep is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Under Par Planning Pep end-of-year assets rose from $70K in the plan year 2023 filing to $140K in the plan year 2024 filing.
- Under Par Planning Pep reported participants fell from 28 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Under Par Planning Pep reported net income rose from $43K in the plan year 2023 filing to $70K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 593664112 · Nesteggs Retirement Plan Services Inc PY 2024 · 401(k)
Under Par Planning Pep · $140K · 5 · 8th
- BOOK $140K
- BOOK 5
- BOOK 8th
- BOOK 401(k)
- BOOK near Kenneburn Properties Inc. 401(k) Plan
- BOOK ind #351
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 →
Under Par Planning Pep in the asset neighbourhood
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
| 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 (2024)
| Total Assets (Beginning of Year) | $70K |
|---|---|
| Net Assets (End of Year) | $140K |
| Net Income | $70K |
| Employer EIN | 593664112 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Under Par Planning Pep's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Kenneburn Properties Inc. 401(k) Plan in MA ($140K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140K here).
- Kenneburn Properties Inc. 401(k) Plan (MA) $140K · 2
- Chavs Enterprises, Inc 401(k) Profit Sharing Plan (AZ) $140K · 1
- Wizehive 401(k) Plan (PA) $140K · 91
- Gbs 1080 Inc 401(k) Plan (PA) $140K · 12
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.