401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$80M
Total assets Below avg plan size
1,557
Participants Near avg headcount
89th
Percentile by assets National rank
$51,338
Avg per participant Low balance/head
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Official DOL plan name: Nesteggs Master Pooled 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$80M in assets, 1,557 participants

Nesteggs Retirement Plan Services, Inc.'s Nesteggs Master Pooled 401(k) Plan reported $80M in total assets and 1,557 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,053 in Finance & Insurance (8,549 peers)

Coverage in Florida

Nesteggs Master Pooled 401(k) Plan covers 1,557 participants in Florida, 2.5x the typical Florida plan (state average ~628 per filing). Assets: $80M.

#7,053
in Finance & Insurance (8,549 peers)
+58.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Nesteggs Master Pooled 401(k) Plan's outsized position by total assets

Nesteggs Master Pooled 401(k) Plan vs every filed plan by assets

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

$79,933,392 Top 11% higher than 89% 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

Nesteggs Master Pooled 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nesteggs Master Pooled 401(k) Plan lands in the large band (1,557 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nesteggs Master Pooled 401(k) Plan reported participants rose from 334 in the plan year 2023 filing to 1,557 in the plan year 2024 filing.
  • Nesteggs Master Pooled 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Nesteggs Master Pooled 401(k) Plan end-of-year assets rose from $51M in the plan year 2023 filing to $80M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Nesteggs Master Pooled 401(k) Plan · $80M · 1,557 · 89th

  • PCT $80M
  • PCT 1,557
  • PCT 89th
  • PCT 401(k)
  • PCT near Cranbrook Educational Community Retirement Plan and Trust
  • PCT ind #7053

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 →

Nesteggs Master Pooled 401(k) Plan in the asset neighbourhood

Sage 401(k) Plan$80MNesteggs Master Pooled 401(k) PlanNesteggs Master Pooled 401(k…$80MCranbrook Educational Community Retirement Plan and TrustCranbrook Educational Commun…$80MLyons & Company, Inc. Multiple Employer PlanLyons & Company, Inc. Multip…$80MThe Leslie's Poolmart, Inc. 401(k) Savings PlanThe Leslie's Poolmart, Inc. …$80M
End-of-year total assets ($M) among Nesteggs Master 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)$51M
Net Assets (End of Year)$80M
Net Income$6M
Employer EIN593664112
Plan Effective Date2021-01-01
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.

Nesteggs Master Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Nesteggs Master Pooled 401(k) Plan, Total assets ($B): 0.079933392 · Participants: 1557Nesteggs Master 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
Nesteggs Master Pooled 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Nesteggs Master Pooled 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Cranbrook Educational Community Retirement Plan and Trust in MI ($80M); by covered participants it is Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan in NY (1,557 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,557 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 Nesteggs Master Pooled 401(k) Plan assets move in 2024? ▼
Nesteggs Master Pooled 401(k) Plan surged - up 58.1% during 2024, from $51M to $80M. Reported net income was $6M.
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 Nesteggs Master Pooled 401(k) Plan rank by assets among Form 5500 filers? ▼
Nesteggs Master Pooled 401(k) Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Nesteggs Master Pooled 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cranbrook Educational Community Retirement Plan and Trust in MI ($80M, 543 participants).
Which 401(k) plans cover a similar participant headcount to Nesteggs Master Pooled 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan in NY (1,557 participants, $666M 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.