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
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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

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

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

Aure Investments Pooled Employer PlanAure Investments Pooled Empl…$2MCommonwealth Franchise Group, Inc. 401(k) PlanCommonwealth Franchise Group…$2MVisual Communications Company 401(k) Profit Sharing Plan and TrustVisual Communications Compan…$2MKelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and TrustKelley-Mackenzie Auto Parts,…$2MFox Ceramic Tile, Inc. Retirement PlanFox Ceramic Tile, Inc. Retir…$2M
End-of-year total assets ($M) among Aure Investments Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$567K
Employer EIN593664112
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Aure Investments Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Aure Investments Pooled Employer Plan, Total assets ($B): 0.001648863 · Participants: 49Aure Investments Pooled Employer 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
Aure Investments Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 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 Aure Investments Pooled Employer Plan?
Among 401(k) plans in other states, the closest by assets is Commonwealth Franchise Group, Inc. 401(k) Plan in MA ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Aure Investments Pooled Employer Plan?
Among 401(k) plans in other states, the closest by covered participants is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants, N/A in assets).