401(k) · DOL Form 5500 · 2023

Stepper Equipment Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$494,884
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Stepper Equipment Inc · California · Other Services

$2M in assets, 5 participants

Stepper Equipment Inc's Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,506 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust ranks #4,506 of 7,857 2023 filers by assets (811% of the sector average)-$2M for 5 participants.

#4,506
in Other Services (7,857 peers)
+12.1%
assets growth YoY

Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,474,420 33rd percentile higher than 33% of 127,068 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 2023

Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$412K in the plan year 2022 filing to $267K in the plan year 2023 filing.
  • Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770281081 · Stepper Equipment Inc PY 2023 · 401(k)

Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust · $2M · 5 · 33rd

  • SCH $2M
  • EBSA 5
  • PART 33rd
  • TYPE 401(k)
  • NET near Kidney Center of North Houston P.a. Safe Harbor 401(k) Plan
  • BOOK ind #4506

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 California →

Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Stepper Equipment Inc 401(k) Profit Sharing Plan & TrustStepper Equipment Inc 401(k)…$2MKidney Center of North Houston P.a. Safe Harbor 401(k) PlanKidney Center of North Houst…$2MPollmann North America 401(k) PlanPollmann North America 401(k…$2MCreative Minds International Pcs 401(k) Profit Sharing Plan and TCreative Minds International…$2MPromenade Nursing Home 401(k) PlanPromenade Nursing Home 401(k…$2M
End-of-year total assets ($M) among Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$267K
Employer EIN770281081
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stepper Equipment Inc)

Sponsor-wide plan assets over time

All Stepper Equipment Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.43943947481574% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.21M $2.77M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 4 $3M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00247442 · Participants: 5Stepper Equipment Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kidney Center of North Houston P.a. Safe Harbor 401(k) Plan in TX ($2M); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 12.1% during 2023, from $2M to $2M. Reported net income was $267K.
How have Stepper Equipment Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stepper Equipment Inc's sponsor-wide assets grew 25.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kidney Center of North Houston P.a. Safe Harbor 401(k) Plan in TX ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Stepper Equipment Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770281081.

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.