401(k) · DOL Form 5500 · 2022
The Step2 Company LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 764
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $20,597
- Avg per participant Low balance/head
Official DOL plan name: The Step2 Company 401(k) Retirement Plan & Trust · Sponsored by The Step2 Company LLC · Ohio · Manufacturing
$16M in assets, 764 participants
The Step2 Company LLC's The Step2 Company 401(k) Retirement Plan & Trust reported $16M in total assets and 764 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #12,984 in Manufacturing (20,602 peers)
The Step2 Company LLC multi-year trail
The Step2 Company LLC's plans moved +50.7% in assets from 2022 to 2024; this filing shows The Step2 Company 401(k) Retirement Plan & Trust at $16M / 764 participants.
- #12,984
- in Manufacturing (20,602 peers)
- -18.9%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Step2 Company 401(k) Retirement Plan & Trust's outsized position by total assets
The Step2 Company 401(k) Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,735,927 Top 27% higher than 73% 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
The Step2 Company 401(k) Retirement 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. The Step2 Company 401(k) Retirement Plan & Trust sits mid-pack in the medium band (764 participants).
DOL schedule card
Filing strip 204605472 · The Step2 Company LLC PY 2022 · 401(k)
The Step2 Company 401(k) Retirement Plan & Trust · $16M · 764 · 73rd
- EIN $16M
- EIN 764
- EIN 73rd
- EIN 401(k)
- EIN near B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan
- EIN ind #12984
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 Manufacturing retirement plans → · Plans in Ohio →
The Step2 Company 401(k) Retirement Plan & Trust in the asset neighbourhood
The Step2 Company LLC multi-year asset trail
Sponsor-wide plan assets over time
All The Step2 Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 50.66366919470331% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 764 | $16M |
| 2023 | 1 | 596 | $20M |
| 2024 | 1 | 628 | $24M |
The Step2 Company LLC filing trail (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 204605472 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
The Step2 Company 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan in CA ($16M); by covered participants it is Sempra Energy Savings Plan in CA (764 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- B.R. Funsten & Company, Inc 401(k) Profit Sharing Plan (CA) $16M · 275
- Appen Butler Hill, Inc. Retirement Plan (WA) $16M · 1,817
- Purolite 401(k) Plan (PA) $16M · 136
- Revenue Management Solutions, LLC 401(k) Plan (FL) $16M · 115
Similar participant headcount
Nearest other-state filings by covered participants (764 participants); asset peers above are excluded.
- Sempra Energy Savings Plan (CA) 764 · 0 off
- Swm Retirement Savings Plan II (GA) 764 · 0 off
- Goodrx, Inc. 401(k) Plan (CA) 764 · 0 off
- Scopely Inc. 401(k) Plan (CA) 764 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.