401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$3M
Total assets Small plan by assets
220
Participants Below avg headcount
35th
Percentile by assets National rank
$14,786
Avg per participant Low balance/head
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Official DOL plan name: Waverly Advisors, LLC Pep · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Administrative & Support Services

$3M in assets, 220 participants

Nesteggs Retirement Plan Services, Inc.'s Waverly Advisors, LLC Pep reported $3M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,552 in Administrative & Support Services (4,368 peers)

Coverage in Florida

Waverly Advisors, LLC Pep covers 220 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#2,552
in Administrative & Support Services (4,368 peers)
+33.6%
assets growth YoY

Waverly Advisors, LLC Pep's mid-pack asset rank among Administrative & Support Services and all filers

Waverly Advisors, LLC Pep vs every filed plan by assets

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

$3,252,814 35th percentile higher than 35% 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

Waverly Advisors, LLC 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. Waverly Advisors, LLC Pep sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waverly Advisors, LLC Pep end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Waverly Advisors, LLC Pep reported participants rose from 165 in the plan year 2023 filing to 220 in the plan year 2024 filing.
  • Waverly Advisors, LLC Pep reported net income rose from $717K in the plan year 2023 filing to $819K 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)

Waverly Advisors, LLC Pep · $3M · 220 · 35th

  • PART $3M
  • PART 220
  • PART 35th
  • PART 401(k)
  • PART near Keystone Senior Management Services, Inc. 401(k) Plan
  • PART ind #2552

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 Administrative & Support Services retirement plans → · Plans in Florida →

Waverly Advisors, LLC Pep in the asset neighbourhood

Waverly Advisors, LLC Pep$3MKeystone Senior Management Services, Inc. 401(k) PlanKeystone Senior Management S…$3MArrow Manufacturing Co. Inc. 401(k) Profit Sharing Plan & TrustArrow Manufacturing Co. Inc.…$3MSullivan Bancshares, Inc. Employee Savings and Retirement PlanSullivan Bancshares, Inc. Em…$3MRubenfaer & Associates, P.C. 401(k) PlanRubenfaer & Associates, P.C.…$3M
End-of-year total assets ($M) among Waverly Advisors, LLC Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$819K
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.

Waverly Advisors, LLC Pep vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Waverly Advisors, LLC Pep, Total assets ($B): 0.003252814 · Participants: 220Waverly Advisors, LLC 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
Waverly Advisors, LLC Pep vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Waverly Advisors, LLC Pep side-by-side with 3 peers →

Waverly Advisors, LLC Pep's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Keystone Senior Management Services, Inc. 401(k) Plan in IN ($3M); by covered participants it is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Waverly Advisors, LLC Pep assets move in 2024? ▼
Waverly Advisors, LLC Pep surged - up 33.6% during 2024, from $2M to $3M. Reported net income was $819K.
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 Waverly Advisors, LLC Pep? ▼
Among 401(k) plans in other states, the closest by assets is Keystone Senior Management Services, Inc. 401(k) Plan in IN ($3M, 1,126 participants).
Which 401(k) plans cover a similar participant headcount to Waverly Advisors, LLC Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants, $20M 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.