401(k) · DOL Form 5500 · 2022

Strategies to Empower People, Inc. (S.T.E.P.) 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
373
Participants Below avg headcount
61st
Percentile by assets National rank
$22,592
Avg per participant Low balance/head
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Official DOL plan name: The Step Program, Inc. 401(k) Profit Sharing Plan · Sponsored by Strategies to Empower People, Inc. (S.T.E.P.) · California · Healthcare & Social Assistance

$8M in assets, 373 participants

Strategies to Empower People, Inc. (S.T.E.P.)'s The Step Program, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 373 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,468 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

The Step Program, Inc. 401(k) Profit Sharing Plan pulled back noticeably 14.2% in 2022 ($10M → $8M) for 373 participants.

#13,468
in Healthcare & Social Assistance (20,060 peers)
-14.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Step Program, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Step Program, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,426,770 Top 39% higher than 61% 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

The Step Program, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Step Program, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (373 participants).

Form 5500 schedule snapshot

Filing strip 680361600 · Strategies to Empower People, Inc. (S.T.E.P.) PY 2022 · 401(k)

The Step Program, Inc. 401(k) Profit Sharing Plan · $8M · 373 · 61st

  • 5500 $8M
  • ASSETS 373
  • PCT 61st
  • EIN 401(k)
  • RANK near Frankford Candy LLC Profit Sharing 401(k) Plan
  • PHOTO ind #13468

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 Healthcare & Social Assistance retirement plans → · Plans in California →

The Step Program, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Step Program, Inc. 401(k) Profit Sharing PlanThe Step Program, Inc. 401(k…$8MFrankford Candy LLC Profit Sharing 401(k) PlanFrankford Candy LLC Profit S…$8MPlasan 401(k) Plan$8MHutchens Law Firm, LLP 401(k) Profit Sharing PlanHutchens Law Firm, LLP 401(k…$8MAlexander Wang LLC, 401(k) PlanAlexander Wang LLC, 401(k) P…$8M
End-of-year total assets ($M) among The Step Program, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Strategies to Empower People, Inc. (S.T.E.P.) years around the 2022 move

Sponsor-wide plan assets over time

All Strategies to Empower People, Inc. (S.T.E.P.) plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.326729585498819% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $10.9M $10.4M ▼ -4.4%
Year Plans Participants Total Assets
2022 2 826 $11M
2023 2 914 $11M
2024 2 938 $10M

2022 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN680361600
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Step Program, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Step Program, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00842677 · Participants: 373The Step Program, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Step Program, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

The Step Program, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Frankford Candy LLC Profit Sharing 401(k) Plan in PA ($8M); by covered participants it is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (373 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 The Step Program, Inc. 401(k) Profit Sharing Plan assets move in 2022?
The Step Program, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.2% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Strategies to Empower People, Inc. (S.T.E.P.) plan assets changed over time?
Across 3 plan years on file (2022-2024), Strategies to Empower People, Inc. (S.T.E.P.)'s sponsor-wide assets declined 4.3%, from $11M to $10M.
Which 401(k) plans are similar in size to The Step Program, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Frankford Candy LLC Profit Sharing 401(k) Plan in PA ($8M, 61 participants).
Which 401(k) plans cover a similar participant headcount to The Step Program, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants, $22M in assets).