401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$13M
Total assets Small plan by assets
124
Participants Small participant base
64th
Percentile by assets National rank
$101,560
Avg per participant Below avg balance/head
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Official DOL plan name: The Pinnacle Advisors Pooled Employer 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance

$13M in assets, 124 participants

Nesteggs Retirement Plan Services, Inc.'s The Pinnacle Advisors Pooled Employer 401(k) Plan reported $13M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,298 in Finance & Insurance (8,869 peers)

Coverage in Florida

The Pinnacle Advisors Pooled Employer 401(k) Plan covers 124 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#4,298
in Finance & Insurance (8,869 peers)
$747K
reported net income

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

The Pinnacle Advisors Pooled Employer 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,593,493 Top 36% higher than 64% of 127,068 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 2023

The Pinnacle Advisors Pooled Employer 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pinnacle Advisors Pooled Employer 401(k) Plan sits mid-pack in the medium band (124 participants).

DOL schedule card

Filing strip 593664112 · Nesteggs Retirement Plan Services, Inc. PY 2023 · 401(k)

The Pinnacle Advisors Pooled Employer 401(k) Plan · $13M · 124 · 64th

  • PCT $13M
  • EIN 124
  • RANK 64th
  • PHOTO 401(k)
  • IND near Trc Worldwide Engineering 401(k) Plan
  • EOY ind #4298

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 →

The Pinnacle Advisors Pooled Employer 401(k) Plan in the asset neighbourhood

Metametrics, Inc. Retirement PlanMetametrics, Inc. Retirement…$13MThe Pinnacle Advisors Pooled Employer 401(k) PlanThe Pinnacle Advisors Pooled…$13MTrc Worldwide Engineering 401(k) PlanTrc Worldwide Engineering 40…$13MNd Energy Services 401(k) PlanNd Energy Services 401(k) Pl…$13MKeith Smith Company, Inc Employee PspKeith Smith Company, Inc Emp…$13M
End-of-year total assets ($M) among The Pinnacle Advisors Pooled Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$13M
Net Income$747K
Employer EIN593664112
Plan Effective Date2023-02-01
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.

The Pinnacle Advisors 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 ($B) Participants The Pinnacle Advisors Pooled Employer 401(k) Plan, Total assets ($B): 0.012593493 · Participants: 124The Pinnacle Advisors Pooled Employer 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
The Pinnacle Advisors Pooled Employer 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Pinnacle Advisors Pooled Employer 401(k) Plan side-by-side with 3 peers →

The Pinnacle Advisors 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 Trc Worldwide Engineering 401(k) Plan in TN ($13M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 The Pinnacle Advisors Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trc Worldwide Engineering 401(k) Plan in TN ($13M, 90 participants).
Which 401(k) plans cover a similar participant headcount to The Pinnacle Advisors Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.