401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$17M
Total assets Small plan by assets
170
Participants Small participant base
67th
Percentile by assets National rank
$98,871
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

$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.

  • #4,382 in Finance & Insurance (8,549 peers)

Coverage in Florida

The Pinnacle Advisors Pooled Employer 401(k) Plan covers 170 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#4,382
in Finance & Insurance (8,549 peers)
+33.5%
assets growth YoY

The Pinnacle Advisors Pooled Employer 401(k) Plan's outsized position by total assets

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

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

$16,808,145 Top 33% higher than 67% 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

The Pinnacle Advisors 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. The Pinnacle Advisors Pooled Employer 401(k) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Pinnacle Advisors Pooled Employer 401(k) Plan reported net income rose from $747K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Pinnacle Advisors Pooled Employer 401(k) Plan reported participants rose from 124 in the plan year 2023 filing to 170 in the plan year 2024 filing.
  • The Pinnacle Advisors Pooled Employer 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

The Pinnacle Advisors Pooled Employer 401(k) Plan · $17M · 170 · 67th

  • 5500 $17M
  • 5500 170
  • 5500 67th
  • 5500 401(k)
  • 5500 near American Airlines Center 401(k) Plan
  • 5500 ind #4382

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

The Pinnacle Advisors Pooled Employer 401(k) PlanThe Pinnacle Advisors Pooled…$17MAmerican Airlines Center 401(k) PlanAmerican Airlines Center 401…$17MCai Inc Prodiac Pension Plan$17M2life Communities 401(k) Plan$17MMiller International, Inc. 401(k) Profit Sharing PlanMiller International, Inc. 4…$17M
End-of-year total assets ($M) among The Pinnacle Advisors Pooled Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$2M
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): 0.016808145 · Participants: 170The Pinnacle Advisors 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
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 American Airlines Center 401(k) Plan in TX ($17M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (170 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 The Pinnacle Advisors Pooled Employer 401(k) Plan assets move in 2024? ▼
The Pinnacle Advisors Pooled Employer 401(k) Plan surged - up 33.5% during 2024, from $13M to $17M. 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 The Pinnacle Advisors Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Airlines Center 401(k) Plan in TX ($17M, 156 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 Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants, $1M 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.