401(k) · DOL Form 5500 · 2022
Step by Step, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 1,122
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $17,166
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan for Employees of Step by Step, Inc · Sponsored by Step by Step, Inc. · Pennsylvania · Healthcare & Social Assistance
$19M in assets, 1,122 participants
Step by Step, Inc.'s Retirement Plan for Employees of Step by Step, Inc reported $19M in total assets and 1,122 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.
- #16,129 in Healthcare & Social Assistance (20,060 peers)
Where Retirement Plan for Employees of Step by Step, Inc sits by assets
Retirement Plan for Employees of Step by Step, Inc sits in the top quartile of all filed plans by assets, $19M for 1,122 participants (~$17,166/participant), up 10.2% in 2022.
- #16,129
- in Healthcare & Social Assistance (20,060 peers)
- +10.2%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Retirement Plan for Employees of Step by Step, Inc's outsized position by total assets
Retirement Plan for Employees of Step by Step, Inc vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,259,762 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
Retirement Plan for Employees of Step by Step, Inc'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. Retirement Plan for Employees of Step by Step, Inc lands in the large band (1,122 participants).
Form 5500 schedule snapshot
Filing strip 232053563 · Step by Step, Inc. PY 2022 · 401(k)
Retirement Plan for Employees of Step by Step, Inc · $19M · 1,122 · 77th
- NET $19M
- NET 1,122
- NET 77th
- NET 401(k)
- NET near Vanee Foods 401(k) Plan
- NET ind #16129
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 Pennsylvania →
Retirement Plan for Employees of Step by Step, Inc in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 232053563 |
| Plan Effective Date | 1978-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Step by Step, Inc.)
Sponsor-wide plan assets over time
All Step by Step, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 23.530103850712177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,122 | $19M |
| 2023 | 1 | 1,307 | $21M |
| 2024 | 1 | 1,203 | $24M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Retirement Plan for Employees of Step by Step, Inc's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Vanee Foods 401(k) Plan in IL ($19M); by covered participants it is Element Solutions Inc Employee Savings and 401(k) Plan in CT (1,122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Vanee Foods 401(k) Plan (IL) $19M · 252
- Think Invest for Your Future (NE) $19M · 276
- Golden Artist Colors, Inc. 401(k) Profit Sharing (NY) $19M · 203
- Letter Systems, Inc. Employee Stock Ownership 401(k) Plan (ME) $19M · 157
Similar participant headcount
Nearest other-state filings by covered participants (1,122 participants); asset peers above are excluded.
- Element Solutions Inc Employee Savings and 401(k) Plan (CT) 1,122 · 0 off
- Mckinstry Co. Profit Sharing and 401(k) Plan (WA) 1,122 · 0 off
- Tri-National 401(k) Plan (MO) 1,122 · 0 off
- Q-Centrix LLC 401(k) Profit Sharing Plan and Trust (IL) 1,122 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.