401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$266K
Total assets Small plan by assets
141
Participants Small participant base
13th
Percentile by assets National rank
$1,885
Avg per participant Low balance/head
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Official DOL plan name: Princeton Financial Group Pooled 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$266K in assets, 141 participants

Nesteggs Retirement Plan Services, Inc.'s Princeton Financial Group Pooled 401(k) Plan reported $266K in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

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

Coverage in Florida

Princeton Financial Group Pooled 401(k) Plan covers 141 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $266K.

#547
in Finance & Insurance (8,549 peers)
+42.0%
assets growth YoY

Princeton Financial Group Pooled 401(k) Plan among the smaller filed plans by assets

Princeton Financial Group Pooled 401(k) Plan vs every filed plan by assets

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

$265,830 13th percentile higher than 13% 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

Princeton Financial Group 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. Princeton Financial Group Pooled 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Princeton Financial Group Pooled 401(k) Plan reported participants rose from 32 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Princeton Financial Group Pooled 401(k) Plan reported net income fell from $183K in the plan year 2023 filing to $79K in the plan year 2024 filing.
  • Princeton Financial Group Pooled 401(k) Plan end-of-year assets rose from $187K in the plan year 2023 filing to $266K 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)

Princeton Financial Group Pooled 401(k) Plan · $266K · 141 · 13th

  • NET $266K
  • NET 141
  • NET 13th
  • NET 401(k)
  • NET near H&x Inc 401(k) Plan
  • NET ind #547

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 →

Princeton Financial Group Pooled 401(k) Plan in the asset neighbourhood

Princeton Financial Group Pooled 401(k) PlanPrinceton Financial Group Po…$266KH&x Inc 401(k) Plan$266KJhp Corporation 401(k) Plan$266KFive Nines Alchemy, Inc. 401(k) PlanFive Nines Alchemy, Inc. 401…$266KObligated Holdings 401(k)$266K
End-of-year total assets ($M) among Princeton Financial Group 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)$187K
Net Assets (End of Year)$266K
Net Income$79K
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.

Princeton Financial Group Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Princeton Financial Group Pooled 401(k) Plan, Total assets ($B): 0.00026583 · Participants: 141Princeton Financial Group 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
Princeton Financial Group Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Princeton Financial Group Pooled 401(k) Plan side-by-side with 3 peers →

Princeton Financial Group Pooled 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is H&x Inc 401(k) Plan in MI ($266K); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($266K here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Princeton Financial Group Pooled 401(k) Plan assets move in 2024? ▼
Princeton Financial Group Pooled 401(k) Plan surged - up 42.0% during 2024, from $187K to $266K. Reported net income was $79K.
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.
Where does Princeton Financial Group Pooled 401(k) Plan rank by assets among Form 5500 filers? ▼
Princeton Financial Group Pooled 401(k) Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Princeton Financial Group Pooled 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is H&x Inc 401(k) Plan in MI ($266K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Princeton Financial Group Pooled 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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.

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.