Other · DOL Form 5500 · 2022

Step Up Suncoast, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
189
Participants Below avg headcount
51st
Percentile by assets National rank
$26,970
Avg per participant Low balance/head
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Official DOL plan name: Step Up Suncoast, Inc. 403(b) Plan · Sponsored by Step Up Suncoast, Inc. · Florida · Other Services

$5M in assets, 189 participants

Step Up Suncoast, Inc.'s Step Up Suncoast, Inc. 403(b) Plan reported $5M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,866 in Other Services (8,398 peers)

Coverage in Florida

Step Up Suncoast, Inc. 403(b) Plan covers 189 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#5,866
in Other Services (8,398 peers)
-21.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Step Up Suncoast, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers

Step Up Suncoast, Inc. 403(b) Plan vs every filed plan by assets

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

$5,097,247 Top 49% higher than 51% 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

Step Up Suncoast, Inc. 403(b) 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 Up Suncoast, Inc. 403(b) Plan sits mid-pack in the medium band (189 participants).

Plan-year Form 5500 strip

Filing strip 596208766 · Step Up Suncoast, Inc. PY 2022 · Other

Step Up Suncoast, Inc. 403(b) Plan · $5M · 189 · 51st

  • BOY $5M
  • BOY 189
  • BOY 51st
  • BOY Other
  • BOY near National Center for Families Learning, Inc. Retirement Plan
  • BOY ind #5866

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 Florida →

Step Up Suncoast, Inc. 403(b) Plan in the asset neighbourhood

Step Up Suncoast, Inc. 403(b) PlanStep Up Suncoast, Inc. 403(b…$5MNational Center for Families Learning, Inc. Retirement PlanNational Center for Families…$5M403(b) Thrift Plan for United Way of Central Alabama Inc403(b) Thrift Plan for Unite…$5MTms Global 403(b) Retirement PlanTms Global 403(b) Retirement…$5MDoane Academy 403(b) DC Plan$5M
End-of-year total assets ($M) among Step Up Suncoast, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN596208766
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Step Up Suncoast, Inc.)

Sponsor-wide plan assets over time

All Step Up Suncoast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 46.7454490629942% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.1M $7.48M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 189 $5M
2023 1 190 $6M
2024 1 204 $7M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Step Up Suncoast, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Step Up Suncoast, Inc. 403(b) Plan, Total assets ($B): 0.005097247 · Participants: 189Step Up Suncoast, Inc. 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Step Up Suncoast, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Step Up Suncoast, Inc. 403(b) Plan side-by-side with 3 peers →

Step Up Suncoast, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is National Center for Families Learning, Inc. Retirement Plan in KY ($5M); by covered participants it is Silicon Valley International School 403(b)Retirement Plan in CA (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Step Up Suncoast, Inc. 403(b) Plan assets move in 2022? ▼
Step Up Suncoast, Inc. 403(b) Plan declined sharply - down 21.0% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Step Up Suncoast, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Step Up Suncoast, Inc.'s sponsor-wide assets grew 46.7%, from $5M to $7M.
Which Other plans are similar in size to Step Up Suncoast, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is National Center for Families Learning, Inc. Retirement Plan in KY ($5M, 46 participants).
Which Other plans cover a similar participant headcount to Step Up Suncoast, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Silicon Valley International School 403(b)Retirement Plan in CA (189 participants, $21M 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 596208766.

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.