401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$3M
Total assets Small plan by assets
104
Participants Small participant base
34th
Percentile by assets National rank
$27,839
Avg per participant Low balance/head
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Official DOL plan name: Cogent Bank Pooled 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$3M in assets, 104 participants

Nesteggs Retirement Plan Services, Inc.'s Cogent Bank Pooled 401(k) Plan reported $3M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,868 in Finance & Insurance (8,549 peers)

Coverage in Florida

Cogent Bank Pooled 401(k) Plan covers 104 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#1,868
in Finance & Insurance (8,549 peers)
+37.0%
assets growth YoY

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

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,895,246 34th percentile higher than 34% of 123,620 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 2024

Cogent Bank Pooled 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cogent Bank Pooled 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cogent Bank Pooled 401(k) Plan reported net income rose from $307K in the plan year 2023 filing to $782K in the plan year 2024 filing.
  • Cogent Bank Pooled 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Cogent Bank Pooled 401(k) Plan reported participants rose from N/A in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 593664112 · Nesteggs Retirement Plan Services, Inc. PY 2024 · 401(k)

Cogent Bank Pooled 401(k) Plan · $3M · 104 · 34th

  • PHOTO $3M
  • IND 104
  • EOY 34th
  • 5500 401(k)
  • ASSETS near Superior Title 401(k) Plan
  • PCT ind #1868

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 →

Cogent Bank Pooled 401(k) Plan in the asset neighbourhood

Cogent Bank Pooled 401(k) PlanCogent Bank Pooled 401(k) Pl…$3MSuperior Title 401(k) Plan$3MWilliam R. Skeeters, Inc. Employees Retirement PlanWilliam R. Skeeters, Inc. Em…$3MGcg Associates, Inc. 401(k) Profit Sharing PlanGcg Associates, Inc. 401(k) …$3MWard Chisholm, P.C. Profit Sharing PlanWard Chisholm, P.C. Profit S…$3M
End-of-year total assets ($M) among Cogent Bank Pooled 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$782K
Employer EIN593664112
Plan Effective Date2022-01-01
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.

Cogent Bank Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Cogent Bank Pooled 401(k) Plan, Total assets ($B): 0.002895246 · Participants: 104Cogent Bank Pooled 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Cogent Bank Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Outside Florida, the nearest 401(k) by assets is Superior Title 401(k) Plan in MI ($3M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cogent Bank Pooled 401(k) Plan assets move in 2024?
Cogent Bank Pooled 401(k) Plan surged - up 37.0% during 2024, from $2M to $3M. Reported net income was $782K.
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 Cogent Bank Pooled 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Superior Title 401(k) Plan in MI ($3M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Cogent Bank Pooled 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A in assets).