Other · DOL Form 5500 · 2022
Step Forward Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 368
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $54,468
- Avg per participant Low balance/head
Official DOL plan name: Step Forward 403(b) Retirement Plan · Sponsored by Step Forward · Ohio · Other Services
$20M in assets, 368 participants
Step Forward's Step Forward 403(b) Retirement Plan reported $20M in total assets and 368 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #7,372 in Other Services (8,398 peers)
Coverage in Ohio
Step Forward 403(b) Retirement Plan covers 368 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $20M.
- #7,372
- in Other Services (8,398 peers)
- -12.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Step Forward 403(b) Retirement Plan's outsized position by total assets
Step Forward 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,044,318 Top 23% higher than 77% 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
Step Forward 403(b) Retirement 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. Step Forward 403(b) Retirement Plan sits mid-pack in the medium band (368 participants).
Plan-year Form 5500 strip
Filing strip 340965350 · Step Forward PY 2022 · Other
Step Forward 403(b) Retirement Plan · $20M · 368 · 77th
- 5500 $20M
- ASSETS 368
- PCT 77th
- EIN Other
- RANK near La Rabida Children's Hospital 403(b) Retirement Savings Plan
- PHOTO ind #7372
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 Other Services retirement plans → · Plans in Ohio →
Step Forward 403(b) Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$3M |
| Employer EIN | 340965350 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Step Forward)
Sponsor-wide plan assets over time
All Step Forward plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 7.366960552112574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 368 | $20M |
| 2023 | 1 | 484 | $22M |
| 2024 | 1 | 358 | $22M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Step Forward 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is La Rabida Children's Hospital 403(b) Retirement Savings Plan in IL ($20M); by covered participants it is Arc/Barc 403(b) Tax Deferred Annuity Plan in FL (368 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- La Rabida Children's Hospital 403(b) Retirement Savings Plan (IL) $20M · 516
- International Association of Fire Chiefs Defined Contribution Plan (VA) $20M · 41
- Sandia Preparatory School Defined Contribution Retirement Plan (NM) $20M · 91
- Jesuit High School of Sacramento Employee Retirement Plan (CA) $20M · 129
Similar participant headcount
Nearest other-state filings by covered participants (368 participants); asset peers above are excluded.
- Arc/Barc 403(b) Tax Deferred Annuity Plan (FL) 368 · 0 off
- Houlton Regional Hospital 403(b) Savings Plan (ME) 368 · 0 off
- Lakes Region Community Services Council 403(b) Plan (NH) 368 · 0 off
- The Key Program, Inc. 403(b) Plan (MA) 368 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.