401(k) · DOL Form 5500 · 2022

First Step Holdings, Inc. 401(k) Plan

Q: How did First Step Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2022?

First Step Holdings, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.9% during 2022, from $12K to $14K. Reported net income was $2K.

Q: How have First Step Holdings, Inc. plan assets changed over time?

Across 3 plan years on file (2022-2024), First Step Holdings, Inc.'s sponsor-wide assets grew 123.2%, from $14K to $31K.

Q: Where does First Step Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?

First Step Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).

Q: Which 401(k) plans are similar in size to First Step Holdings, Inc. 401(k) Profit Sharing Plan?

Among 401(k) plans in other states, the closest by assets is Philbar Retirement Plan in WI ($14K, 3 participants).

Q: Which 401(k) plans cover a similar participant headcount to First Step Holdings, Inc. 401(k) Profit Sharing Plan?

Among 401(k) plans in other states, the closest by covered participants is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants, $2M in assets).

Data updated 2026-08-25

$14K
Total assets Small plan by assets: 2
Participants Small participant base: 2nd
Percentile by assets National rank: $7,003
Avg per participant Low balance/head

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Official DOL plan name: First Step Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by First Step Holdings, Inc. · Texas · Educational Services

$14K in assets, 2 participants

First Step Holdings, Inc.'s First Step Holdings, Inc. 401(k) Profit Sharing Plan reported $14K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

#54 in Educational Services (4,024 peers)

First Step Holdings, Inc. multi-year trail

First Step Holdings, Inc.'s plans moved +123.2% in assets from 2022 to 2024; this filing shows First Step Holdings, Inc. 401(k) Profit Sharing Plan at $14K / 2 participants.

#54
in Educational Services (4,024 peers): +13.9%
assets growth YoY

First Step Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

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

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

$14,005 2nd percentile higher than 2% of 139,123 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

First Step Holdings, Inc. 401(k) Profit Sharing 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 Holdings, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Published 5500 schedule card

Filing strip 471279728 · First Step Holdings, Inc. PY 2022 · 401(k)

First Step Holdings, Inc. 401(k) Profit Sharing Plan · $14K · 2 · 2nd

EBSA $14K
PART 2
TYPE 2nd
NET 401(k)
BOOK near Philbar Retirement Plan
VS-ST ind #54

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 Educational Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among First Step Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

First Step Holdings, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $31K 123.19171724384148% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$14K
2023	1	2	$16K
2024	1	10	$31K

First Step Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)	$12K
Net Assets (End of Year)	$14K
Net Income	$2K
Employer EIN	471279728
Plan Effective Date	2014-07-14
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

First Step Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $37.6B · 144,503
Exxonmobil Savings Plan $21.3B · 23,619
Caterpillar 401(k) Savings Plan $13.8B · 38,538
American Airlines, Inc. 401(k) Plan $12.8B · 85,577
Dell Inc. 401(k) Plan $12.0B · 47,532

Compare First Step Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Philbar Retirement Plan in WI ($14K); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14K here).

Philbar Retirement Plan (WI) $14K · 3
Nissi Dairy Corporation 401(k) Plan (CA) $14K · 2
The Gideon Project Inc 401(k) Plan (PA) $14K · 1
Rudroff Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan (MO) $14K · 6

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl (OK) 2 · 0 off
Integrity Restoration Specialists, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Emmaxson, Inc. 401(k) Plan (IL) 2 · 0 off
Paschal Ventures, Inc. 401(k) Profit Sharing Plan (AR) 2 · 0 off

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 Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼

First Step Holdings, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.9% during 2022, from $12K to $14K. Reported net income was $2K.

How have First Step Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), First Step Holdings, Inc.'s sponsor-wide assets grew 123.2%, from $14K to $31K.

Where does First Step Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼