401(k) · DOL Form 5500 · 2022

First Step Funding, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
36th
Percentile by assets National rank
$567,061
Avg per participant High balance/head
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Official DOL plan name: First Step Funding, Inc. Savings Plan · Sponsored by First Step Funding, Inc. · Arizona · Finance & Insurance

$2M in assets, 4 participants

First Step Funding, Inc.'s First Step Funding, Inc. Savings Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,245 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

First Step Funding, Inc. Savings Plan holds $2M for 4 participants - about $567,061 per participant, in the lower half of filed plans by assets.

#2,245
in Finance & Insurance (9,261 peers)
+1.9%
assets growth YoY

First Step Funding, Inc. Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

First Step Funding, Inc. Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,268,242 36th percentile higher than 36% of 139,123 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 2022

First Step Funding, Inc. Savings Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Step Funding, Inc. Savings Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 810583733 · First Step Funding, Inc. PY 2022 · 401(k)

First Step Funding, Inc. Savings Plan · $2M · 4 · 36th

  • TYPE $2M
  • TYPE 4
  • TYPE 36th
  • TYPE 401(k)
  • TYPE near Volver Investment Partners, LLC 401(k)
  • TYPE ind #2245

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 Arizona →

First Step Funding, Inc. Savings Plan in the asset neighbourhood

First Step Funding, Inc. Savings PlanFirst Step Funding, Inc. Sav…$2MVolver Investment Partners, LLC 401(k)Volver Investment Partners, …$2MInfinity Communications 401(k) PlanInfinity Communications 401(…$2MEym Group, Inc. 401(k) Retirement Savings PlanEym Group, Inc. 401(k) Retir…$2MMaraposa Surgical Inc 401(k) Profit Sharing Plan & TrustMaraposa Surgical Inc 401(k)…$2M
End-of-year total assets ($M) among First Step Funding, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$43K
Employer EIN810583733
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Step Funding, Inc.)

Sponsor-wide plan assets over time

All First Step Funding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.7066521120762246% vs 2022
2023 filing year
$2.26M$2.28M$2.3M$2.32M 20222023 $2.27M $2.31M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 1 $2M

Nearby 401(k) Plans in Arizona

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

First Step Funding, Inc. Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants First Step Funding, Inc. Savings Plan, Total assets ($B): 0.002268242 · Participants: 4First Step Funding, Inc. Savings PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
First Step Funding, Inc. Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare First Step Funding, Inc. Savings Plan side-by-side with 3 peers →

First Step Funding, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Volver Investment Partners, LLC 401(k) in NJ ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First Step Funding, Inc. Savings Plan assets move in 2022? ▼
First Step Funding, Inc. Savings Plan edged up modestly - up 1.9% during 2022, from $2M to $2M. Reported net income was $43K.
How have First Step Funding, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), First Step Funding, Inc.'s sponsor-wide assets grew 1.7%, from $2M to $2M.
Which 401(k) plans are similar in size to First Step Funding, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Volver Investment Partners, LLC 401(k) in NJ ($2M, 96 participants).
Which 401(k) plans cover a similar participant headcount to First Step Funding, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810583733.

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.