401(k) · DOL Form 5500 · 2022
Stepping Stones Healthcare Services, LLC 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 6,749
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $8,536
- Avg per participant Low balance/head
Official DOL plan name: The Stepping Stones Group Retirement Plan · Sponsored by Stepping Stones Healthcare Services, LLC · Massachusetts · Healthcare & Social Assistance
$58M in assets, 6,749 participants
Stepping Stones Healthcare Services, LLC's The Stepping Stones Group Retirement Plan reported $58M in total assets and 6,749 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #18,203 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
The Stepping Stones Group Retirement Plan covers 6,749 participants in Massachusetts, 10x the typical Massachusetts plan (state average ~659 per filing). Assets: $58M.
- #18,203
- in Healthcare & Social Assistance (20,060 peers)
- -6.2%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
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 Stepping Stones Group Retirement Plan's outsized position by total assets
The Stepping Stones Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$57,612,625 Top 11% higher than 89% 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 Stepping Stones Group Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Stepping Stones Group Retirement Plan lands in the large band (6,749 participants).
Published 5500 schedule card
Filing strip 465522100 · Stepping Stones Healthcare Services, LLC PY 2022 · 401(k)
The Stepping Stones Group Retirement Plan · $58M · 6,749 · 89th
- TYPE $58M
- NET 6,749
- BOOK 89th
- VS-ST 401(k)
- BOY near United Educators Management Company 401(k) Profit Sharing Plan
- SCH ind #18203
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 Massachusetts →
The Stepping Stones Group Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$4M |
| Employer EIN | 465522100 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stepping Stones Healthcare Services, LLC)
Sponsor-wide plan assets over time
All Stepping Stones Healthcare Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 80.56505149695921% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,749 | $58M |
| 2023 | 1 | 8,184 | $81M |
| 2024 | 1 | 15,723 | $104M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Scale composition for The Stepping Stones Group Retirement Plan
The Stepping Stones Group Retirement Plan reports $58M in end-of-year assets across 6,749 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $8,536 per participant (6% of the national average assets-per-participant) . Net income for plan year 2022 was -$4M.
This plan identity (EIN 465522100, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $58M to $104M (+80.6%) while covered participants moved from 6,749 to 15,723 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,749 | $58M | This page |
| 2023 | 8,184 | $81M | Open filing |
| 2024 · index core | 15,723 | $104M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Stepping Stones Group Retirement Plan (401(k), $104M, 15,723 participants)
The Stepping Stones Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is United Educators Management Company 401(k) Profit Sharing Plan in MD ($58M); by covered participants it is Expeditors International of Washington, Inc. 401(k) Plan in WA (6,744 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- United Educators Management Company 401(k) Profit Sharing Plan (MD) $58M · 186
- Ncino, Inc. 401(k) Plan (NC) $58M · 997
- Producers Dairy Foods Inc. 401(k) Profit Sharing Plan (CA) $58M · 1,035
- Hanover Company 401(k) Plan (TX) $58M · 509
Similar participant headcount
Nearest other-state filings by covered participants (6,749 participants); asset peers above are excluded.
- Expeditors International of Washington, Inc. 401(k) Plan (WA) 6,744 · 5 off
- Lifestance Health 401(k) Plan (WA) 6,739 · 10 off
- I.a.T.S.E. Local 33 Section 401(k) Plan (CA) 6,738 · 11 off
- Bechtel Trust & Thrift Plan (VA) 6,733 · 16 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.