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
25
Participants Small participant base
27th
Percentile by assets National rank
$61,159
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coastal Wealth Pep · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$2M in assets, 25 participants

Nesteggs Retirement Plan Services, Inc.'s Coastal Wealth Pep reported $2M in total assets and 25 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.

  • #1,399 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 Coastal Wealth Pep at $2M / 25 participants.

#1,399
in Finance & Insurance (8,549 peers)
+37.7%
assets growth YoY

Coastal Wealth Pep among the smaller filed plans by assets

Coastal Wealth Pep vs every filed plan by assets

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

$1,528,974 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

Coastal Wealth Pep among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coastal Wealth Pep is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coastal Wealth Pep reported participants rose from 18 in the plan year 2023 filing to 25 in the plan year 2024 filing.
  • Coastal Wealth Pep end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Coastal Wealth Pep reported net income rose from $365K in the plan year 2023 filing to $418K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

Coastal Wealth Pep · $2M · 25 · 27th

  • NET $2M
  • NET 25
  • NET 27th
  • NET 401(k)
  • NET near Insul Board, Inc. 401(k) Profit Sharing Plan
  • NET ind #1399

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 →

Coastal Wealth Pep in the asset neighbourhood

Coastal Wealth Pep$2MInsul Board, Inc. 401(k) Profit Sharing PlanInsul Board, Inc. 401(k) Pro…$2MAlmo Corporation Union Employees' 401(k) PlanAlmo Corporation Union Emplo…$2MThe Market Place Inc 401(k) Profit Sharing Plan & TrustThe Market Place Inc 401(k) …$2MElevated Resources Inc 401(k) Profit Sharing Plan & TrustElevated Resources Inc 401(k…$2M
End-of-year total assets ($M) among Coastal Wealth Pep 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)$1M
Net Assets (End of Year)$2M
Net Income$418K
Employer EIN593664112
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Coastal Wealth Pep vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Coastal Wealth Pep, Total assets ($B): 0.001528974 · Participants: 25Coastal Wealth PepL3harris 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
Coastal Wealth Pep vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Coastal Wealth Pep side-by-side with 3 peers →

Coastal Wealth Pep's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Insul Board, Inc. 401(k) Profit Sharing Plan in PA ($2M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Coastal Wealth Pep assets move in 2024? ▼
Coastal Wealth Pep surged - up 37.7% during 2024, from $1M to $2M. Reported net income was $418K.
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 Coastal Wealth Pep? ▼
Among 401(k) plans in other states, the closest by assets is Insul Board, Inc. 401(k) Profit Sharing Plan in PA ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Coastal Wealth Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.