401(k) · DOL Form 5500 · 2024
Nesteggs Retirement Plan Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $33,650
- Avg per participant Low balance/head
Official DOL plan name: Aure Investments Pooled Employer Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance
$2M in assets, 49 participants
Nesteggs Retirement Plan Services, Inc.'s Aure Investments Pooled Employer Plan reported $2M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #1,448 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 Aure Investments Pooled Employer Plan at $2M / 49 participants.
- #1,448
- in Finance & Insurance (8,549 peers)
- $567K
- reported net income
Aure Investments Pooled Employer Plan among the smaller filed plans by assets
Aure Investments Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,648,863 27th percentile higher than 27% 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
Aure Investments Pooled Employer Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aure Investments Pooled Employer Plan is a small filing (49 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 593664112 · Nesteggs Retirement Plan Services, Inc. PY 2024 · 401(k)
Aure Investments Pooled Employer Plan · $2M · 49 · 27th
- PART $2M
- PART 49
- PART 27th
- PART 401(k)
- PART near Commonwealth Franchise Group, Inc. 401(k) Plan
- PART ind #1448
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 →
Aure Investments Pooled Employer Plan 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) | N/A |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $567K |
| Employer EIN | 593664112 |
| Plan Effective Date | 2024-01-01 |
| 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
Aure Investments Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Commonwealth Franchise Group, Inc. 401(k) Plan in MA ($2M); by covered participants it is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.
- The Bazooka 401(k) Savings and Investment Plan (NY) 49 · 0 off
- Neal and Harwell Profit Sharing Plan (TN) 49 · 0 off
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 49 · 0 off
- Plan De Retiro Ediciones Sm (PR) 49 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.