401(k) · DOL Form 5500 · 2024
Nesteggs Retirement Plan Services, Inc. 401(k) Plan
Data updated 2026-07-24
- $17M
- Total assets
- 170
- Participants
- 67th
- Percentile by assets
- $98,871
- Avg per participant
Official DOL plan name: The Pinnacle Advisors Pooled Employer 401(k) Plan · Sponsored by Nesteggs Retirement Plan Services, Inc. · Florida · Finance & Insurance
$17M in assets, 170 participants
Nesteggs Retirement Plan Services, Inc.'s The Pinnacle Advisors Pooled Employer 401(k) Plan reported $17M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- 67th percentile by assets (of 116,472 plans)
What the 2024 filing shows
The Pinnacle Advisors Pooled Employer 401(k) Plan holds $17M for 170 participants - about $98,871 per participant, above the median plan by assets, up 33.5% over the 2024 plan year.
- $17M
- total plan assets (2024 EOY)
- 170
- covered participants
- 67th
- percentile by assets (of 116,472 plans)
- $98,871
- avg assets per participant
401(k) · DOL Form 5500 · 2024
What the Filing Says About The Pinnacle Advisors Pooled Employer 401(k) Plan
The Pinnacle Advisors Pooled Employer 401(k) Plan is a 401(k) retirement plan sponsored by Nesteggs Retirement Plan Services, Inc., headquartered in Florida. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 170 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 593664112, and the plan has been effective since 2023-02-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets surged from $13M at the beginning of 2024 to $17M at year-end - up 33.5%. Net assets (after liabilities) closed the year at $17M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Nesteggs Retirement Plan Services, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $29M to $251M, a gain of 766.7%, while reported participants moved from 2,080 to 5,102 (+145.3%). The strongest year on file by total sponsor assets was 2024 at $251M; the softest was 2022 at $29M. Year-by-year, sponsor-wide filings show: 2022 - $29M in assets across 13 plans covering 2,080 participants; 2023 - $136M in assets across 22 plans covering 1,803 participants; 2024 - $251M in assets across 24 plans covering 5,102 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank The Pinnacle Advisors Pooled Employer 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Total Assets (End of Year) | $17M |
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Plan Type | 401(k) |
| Employer EIN | 593664112 |
| Plan Effective Date | 2023-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nesteggs Retirement Plan Services, Inc.)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Pinnacle Advisors Pooled Employer 401(k) Plan by total assets, not by location.
- American Airlines Center 401(k) Plan (TX) $17M · 156
- Cai Inc Prodiac Pension Plan (MA) $17M · 66
- 2life Communities 401(k) Plan (MA) $17M · 175
- Miller International, Inc. 401(k) Profit Sharing Plan (CO) $17M · 161
Frequently Asked Questions
How much money is in the The Pinnacle Advisors Pooled Employer 401(k) Plan? ▼
What type of plan is The Pinnacle Advisors Pooled Employer 401(k) Plan? ▼
Who sponsors the The Pinnacle Advisors Pooled Employer 401(k) Plan? ▼
How did The Pinnacle Advisors Pooled Employer 401(k) Plan perform in 2024? ▼
What this filing means
Ways to act on The Pinnacle Advisors Pooled Employer 401(k) Plan's numbers.
- By total assets, The Pinnacle Advisors Pooled Employer 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Nesteggs Retirement Plan Services, Inc.'s sponsor-wide assets have grown 766.7% since 2022 across 3 plan years on file. More Finance & Insurance plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.