401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
30th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Schulte & Co Pooled Employer 401(k) Pep · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Wholesale Trade

$2M in assets, N/A participants

Nesteggs Retirement Plan Services, Inc.'s The Schulte & Co Pooled Employer 401(k) Pep reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,230 in Wholesale Trade (6,309 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 The Schulte & Co Pooled Employer 401(k) Pep at $2M / N/A participants.

#1,230
in Wholesale Trade (6,309 peers)
$337K
reported net income

The Schulte & Co Pooled Employer 401(k) Pep among the smaller filed plans by assets

The Schulte & Co Pooled Employer 401(k) Pep vs every filed plan by assets

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

$1,959,557 30th percentile higher than 30% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

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

The Schulte & Co Pooled Employer 401(k) Pep · $2M · N/A · 30th

  • VS-ST $2M
  • BOY N/A
  • SCH 30th
  • EBSA 401(k)
  • PART near Parker Services 401(k) Plan
  • TYPE ind #1230

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 →

The Schulte & Co Pooled Employer 401(k) Pep in the asset neighbourhood

The Schulte & Co Pooled Employer 401(k) PepThe Schulte & Co Pooled Empl…$2MParker Services 401(k) Plan$2MFuhrman Management Assoc 401(k) Profit Sharing PlanFuhrman Management Assoc 401…$2MHome Ticket Ventures, Inc. Profit Sharing PlanHome Ticket Ventures, Inc. P…$2MFox Group, Inc. 401(k) Retirement PlanFox Group, Inc. 401(k) Retir…$2M
End-of-year total assets ($M) among The Schulte & Co Pooled Employer 401(k) Pep 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)N/A
Net Assets (End of Year)$2M
Net Income$337K
Employer EIN593664112
Plan Effective Date2023-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

The Schulte & Co Pooled Employer 401(k) Pep vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Schulte & Co Pooled Employer 401(k) Pep, Total assets ($B): 0.001959557 · Participants: 0The Schulte & Co Pooled Employer 401(k) PepL3harris 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
The Schulte & Co Pooled Employer 401(k) Pep vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Schulte & Co Pooled Employer 401(k) Pep side-by-side with 3 peers →

The Schulte & Co Pooled Employer 401(k) Pep's closest out-of-state 401(k) peers by assets

Outside Florida, the nearest 401(k) by end-of-year assets is Parker Services 401(k) Plan in WA at $2M (this filing: $2M).

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 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 The Schulte & Co Pooled Employer 401(k) Pep? ▼
Among 401(k) plans in other states, the closest by assets is Parker Services 401(k) Plan in WA ($2M, 180 participants).

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.