401(k) · DOL Form 5500 · 2022

First Step, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
611
Participants Below avg headcount
69th
Percentile by assets National rank
$20,658
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First Step 401(k) Retirement Savings Plan & Trust · Sponsored by First Step, Inc. · Arkansas · Healthcare & Social Assistance

$13M in assets, 611 participants

First Step, Inc.'s First Step 401(k) Retirement Savings Plan & Trust reported $13M in total assets and 611 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,916 in Healthcare & Social Assistance (20,060 peers)

Coverage in Arkansas

First Step 401(k) Retirement Savings Plan & Trust covers 611 participants in Arkansas, about 22% of the average Arkansas filer (state average ~2,784 per filing). Assets: $13M.

#14,916
in Healthcare & Social Assistance (20,060 peers)
-15.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Step 401(k) Retirement Savings Plan & Trust's outsized position by total assets

First Step 401(k) Retirement Savings Plan & Trust vs every filed plan by assets

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

$12,622,171 Top 31% higher than 69% 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 401(k) Retirement Savings Plan & Trust 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. First Step 401(k) Retirement Savings Plan & Trust sits mid-pack in the medium band (611 participants).

Published 5500 schedule card

Filing strip 710307372 · First Step, Inc. PY 2022 · 401(k)

First Step 401(k) Retirement Savings Plan & Trust · $13M · 611 · 69th

  • EBSA $13M
  • PART 611
  • TYPE 69th
  • NET 401(k)
  • BOOK near Sears Manufacturing Co. UAW 401(k) Plan
  • VS-ST ind #14916

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 Arkansas →

First Step 401(k) Retirement Savings Plan & Trust in the asset neighbourhood

First Step 401(k) Retirement Savings Plan & TrustFirst Step 401(k) Retirement…$13MSears Manufacturing Co. UAW 401(k) PlanSears Manufacturing Co. UAW …$13MAmerican Pop Corn Company 401(k) PlanAmerican Pop Corn Company 40…$13MManthei 401(k) Profit Sharing PlanManthei 401(k) Profit Sharin…$13MEmployee Benefit Plan of Eger Lutheran Homes and Services, Inc.Employee Benefit Plan of Ege…$13M
End-of-year total assets ($M) among First Step 401(k) Retirement Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arkansas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN710307372
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Step, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$14M 12.1952475528972% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.6M $14.2M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 611 $13M
2023 1 619 $14M
2024 1 597 $14M

Nearby 401(k) Plans in Arkansas

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

First Step 401(k) Retirement Savings Plan & Trust vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -10010203040 Total assets ($B) Participants First Step 401(k) Retirement Savings Plan & Trust, Total assets ($B): 0.012622171 · Participants: 611First Step 401(k) Retirement Savings Plan & TrustWalmart 401(k) Plan, Total assets ($B): 36.747577034 · Participants: 1687830Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.240139798 · Participants: 109234Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.448802275 · Participants: 30577Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.120265109 · Participants: 34174J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.09987819 · Participants: 10984Windstream 401(k) Plan
First Step 401(k) Retirement Savings Plan & Trust vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare First Step 401(k) Retirement Savings Plan & Trust side-by-side with 3 peers →

First Step 401(k) Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Sears Manufacturing Co. UAW 401(k) Plan in IA ($13M); by covered participants it is Colorado Premium Foods 401(k) Plan in CO (611 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (611 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 401(k) Retirement Savings Plan & Trust assets move in 2022? ▼
First Step 401(k) Retirement Savings Plan & Trust declined sharply - down 15.4% during 2022, from $15M to $13M. Reported net income was -$2M.
How have First Step, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Step, Inc.'s sponsor-wide assets grew 12.2%, from $13M to $14M.
Which 401(k) plans are similar in size to First Step 401(k) Retirement Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sears Manufacturing Co. UAW 401(k) Plan in IA ($13M, 457 participants).
Which 401(k) plans cover a similar participant headcount to First Step 401(k) Retirement Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Premium Foods 401(k) Plan in CO (611 participants, $7M 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 710307372.

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.