401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$7M
Total assets Small plan by assets
70
Participants Small participant base
49th
Percentile by assets National rank
$104,528
Avg per participant Below avg balance/head
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Official DOL plan name: Wealthquest 401(k) Pooled Employer Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$7M in assets, 70 participants

Nesteggs Retirement Plan Services, Inc.'s Wealthquest 401(k) Pooled Employer Plan reported $7M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,898 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 Wealthquest 401(k) Pooled Employer Plan at $7M / 70 participants.

#2,898
in Finance & Insurance (8,549 peers)
$1M
reported net income

Wealthquest 401(k) Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Wealthquest 401(k) Pooled Employer Plan vs every filed plan by assets

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

$7,316,965 49th percentile higher than 49% 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

Wealthquest 401(k) 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. Wealthquest 401(k) Pooled Employer Plan is a small filing (70 participants) on this national headcount ladder.

Form 5500 schedule snapshot

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

Wealthquest 401(k) Pooled Employer Plan · $7M · 70 · 49th

  • EBSA $7M
  • EBSA 70
  • EBSA 49th
  • EBSA 401(k)
  • EBSA near Aeon 403(b) Plan
  • EBSA ind #2898

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 →

Wealthquest 401(k) Pooled Employer Plan in the asset neighbourhood

Wealthquest 401(k) Pooled Employer PlanWealthquest 401(k) Pooled Em…$7MAeon 403(b) Plan$7MParmann Group, P.a. Profit Sharing PlanParmann Group, P.a. Profit S…$7MJohn Vance Auto Group 401(k) PlanJohn Vance Auto Group 401(k)…$7MTcc 401(k) Plan$7M
End-of-year total assets ($M) among Wealthquest 401(k) 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)$7M
Net Income$1M
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.

Wealthquest 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Wealthquest 401(k) Pooled Employer Plan, Total assets ($B): 0.007316965 · Participants: 70Wealthquest 401(k) 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
Wealthquest 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Wealthquest 401(k) Pooled Employer Plan side-by-side with 3 peers →

Wealthquest 401(k) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Aeon 403(b) Plan in MN ($7M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Wealthquest 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aeon 403(b) Plan in MN ($7M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Wealthquest 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 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.