401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$18M
Total assets Small plan by assets
456
Participants Below avg headcount
68th
Percentile by assets National rank
$39,149
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nesteggs Achievement Pooled Employer 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$18M in assets, 456 participants

Nesteggs Retirement Plan Services, Inc.'s Nesteggs Achievement Pooled Employer 401(k) Plan reported $18M in total assets and 456 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,483 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 Nesteggs Achievement Pooled Employer 401(k) Plan at $18M / 456 participants.

#4,483
in Finance & Insurance (8,549 peers)
+197.2%
assets growth YoY

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

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

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

$17,851,941 Top 32% higher than 68% 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 Achievement Pooled Employer 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. Nesteggs Achievement Pooled Employer 401(k) Plan sits mid-pack in the medium band (456 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nesteggs Achievement Pooled Employer 401(k) Plan reported participants rose from 32 in the plan year 2023 filing to 456 in the plan year 2024 filing.
  • Nesteggs Achievement Pooled Employer 401(k) Plan reported net income rose from -$409K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Nesteggs Achievement Pooled Employer 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $18M 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 Achievement Pooled Employer 401(k) Plan · $18M · 456 · 68th

  • TYPE $18M
  • TYPE 456
  • TYPE 68th
  • TYPE 401(k)
  • TYPE near Envision Financial Systems, Inc. 401(k) Plan
  • TYPE ind #4483

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

Nesteggs Achievement Pooled Employer 401(k) PlanNesteggs Achievement Pooled …$18MEnvision Financial Systems, Inc. 401(k) PlanEnvision Financial Systems, …$18MQosina Corp. 401(k) Plan$18M403(b) Thrift Plan for Employees of Second Harvest Heartland403(b) Thrift Plan for Emplo…$18MRemotely Piloted Solutions, LLCRemotely Piloted Solutions, …$18M
End-of-year total assets ($M) among Nesteggs Achievement Pooled Employer 401(k) 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)$6M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN593664112
Plan Effective Date2022-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nesteggs Achievement Pooled Employer 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Nesteggs Achievement Pooled Employer 401(k) Plan, Total assets ($B): 0.017851941 · Participants: 456Nesteggs Achievement Pooled Employer 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 Achievement Pooled Employer 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Nesteggs Achievement Pooled Employer 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Envision Financial Systems, Inc. 401(k) Plan in CA ($18M); by covered participants it is Yorktown Systems Group 401(k) Plan in AL (456 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (456 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 Achievement Pooled Employer 401(k) Plan assets move in 2024? ▼
Nesteggs Achievement Pooled Employer 401(k) Plan surged - up 197.2% during 2024, from $6M to $18M. Reported net income was $2M.
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 Nesteggs Achievement Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Envision Financial Systems, Inc. 401(k) Plan in CA ($18M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Nesteggs Achievement Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yorktown Systems Group 401(k) Plan in AL (456 participants, $18M 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.