401(k) · DOL Form 5500 · 2024
Nesteggs Retirement Plan Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $62,417
- Avg per participant Low balance/head
Official DOL plan name: Ascend Wealth Advisors Pep · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance
$10M in assets, 153 participants
Nesteggs Retirement Plan Services, Inc.'s Ascend Wealth Advisors Pep reported $10M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #3,308 in Finance & Insurance (8,549 peers)
Coverage in Florida
Ascend Wealth Advisors Pep covers 153 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $10M.
- #3,308
- in Finance & Insurance (8,549 peers)
- +234.2%
- assets growth YoY
The plan reported a net loss of $129K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ascend Wealth Advisors Pep's mid-pack asset rank among Finance & Insurance and all filers
Ascend Wealth Advisors Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,549,745 Top 45% higher than 55% 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
Ascend Wealth Advisors Pep 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. Ascend Wealth Advisors Pep sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ascend Wealth Advisors Pep end-of-year assets rose from $3M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Ascend Wealth Advisors Pep reported net income fell from $1M in the plan year 2023 filing to -$129K in the plan year 2024 filing.
- Ascend Wealth Advisors Pep reported participants rose from 132 in the plan year 2023 filing to 153 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 593664112 · Nesteggs Retirement Plan Services, Inc. PY 2024 · 401(k)
Ascend Wealth Advisors Pep · $10M · 153 · 55th
- IND $10M
- EOY 153
- 5500 55th
- ASSETS 401(k)
- PCT near Eos Unified Solutions Inc 401(k) Profit Sharing Plan and Trust
- EIN ind #3308
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 →
Ascend Wealth Advisors Pep in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$129K |
| Employer EIN | 593664112 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING 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
| 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.
- 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
Ascend Wealth Advisors Pep's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Eos Unified Solutions Inc 401(k) Profit Sharing Plan and Trust in CA ($10M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Eos Unified Solutions Inc 401(k) Profit Sharing Plan and Trust (CA) $10M · 912
- Captivateiq 401(k) Plan (CA) $10M · 209
- Moroso Performance Products, Inc 401(k) Profit Sharing Plan (CT) $10M · 100
- Both, Inc. 401 (K) Plan (VA) $10M · 448
Similar participant headcount
Nearest other-state filings by covered participants (153 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.