401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 324
Participants Below avg headcount: 38th
Percentile by assets National rank: $12,419
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: J. Gregory Peo Pooled 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$4M in assets, 324 participants

Nesteggs Retirement Plan Services, Inc.'s J. Gregory Peo Pooled 401(k) Plan reported $4M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

#2,171 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 J. Gregory Peo Pooled 401(k) Plan at $4M / 324 participants.

#2,171
in Finance & Insurance (8,549 peers): +1033.5%
assets growth YoY

J. Gregory Peo Pooled 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

J. Gregory Peo Pooled 401(k) Plan vs every filed plan by assets

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

$4,023,721 38th percentile higher than 38% 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

J. Gregory Peo 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. J. Gregory Peo Pooled 401(k) Plan sits mid-pack in the medium band (324 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

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

J. Gregory Peo Pooled 401(k) Plan · $4M · 324 · 38th

5500 $4M
ASSETS 324
PCT 38th
EIN 401(k)
RANK near Spectrofuge Corporation of North Carolina, Inc. 401(k) Plan
PHOTO ind #2171

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 →

End-of-year total assets ($M) among J. Gregory Peo Pooled 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nesteggs Retirement Plan Services, Inc. multi-year asset trail

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)	$355K
Net Assets (End of Year)	$4M
Net Income	$372K
Employer EIN	593664112
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

J. Gregory Peo Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Compare J. Gregory Peo Pooled 401(k) Plan side-by-side with 3 peers →

J. Gregory Peo Pooled 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Spectrofuge Corporation of North Carolina, Inc. 401(k) Plan in NC ($4M); by covered participants it is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Spectrofuge Corporation of North Carolina, Inc. 401(k) Plan (NC) $4M · 10
Cabrera Retirement Plan (PR) $4M · 273
Mechanical Concepts Inc. Profit Sharing Plan (IN) $4M · 7
Rivo Holdings, LLC 401(k) Plan (CA) $4M · 174

Similar participant headcount

Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.

Austin Emergency Center LLC 401(k) Profit Sharing & Trust (TX) 324 · 0 off
Tribar Manufacturing, LLC 401(k) Plan (MI) 324 · 0 off
Sasaki Associates, Inc. 401(k) Profit Sharing Plan (MA) 324 · 0 off
Tolunay-Wong Engineers, Inc. 401(k) Plan (TX) 324 · 0 off

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 J. Gregory Peo Pooled 401(k) Plan assets move in 2024? ▼

J. Gregory Peo Pooled 401(k) Plan surged - up 1033.5% during 2024, from $355K to $4M. Reported net income was $372K.

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 J. Gregory Peo Pooled 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Spectrofuge Corporation of North Carolina, Inc. 401(k) Plan in NC ($4M, 10 participants).

Which 401(k) plans cover a similar participant headcount to J. Gregory Peo Pooled 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 participants, N/A 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.