401(k) · DOL Form 5500 · 2023
Stepstone Group LP 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 644
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $128,849
- Avg per participant Near avg balance/head
Official DOL plan name: Stepstone Group LP 401(k) Retirement Plan · Sponsored by Stepstone Group LP · California · Finance & Insurance
$83M in assets, 644 participants
Stepstone Group LP's Stepstone Group LP 401(k) Retirement Plan reported $83M in total assets and 644 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,501 in Finance & Insurance (8,869 peers)
Where Stepstone Group LP 401(k) Retirement Plan sits by assets
Stepstone Group LP 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $83M for 644 participants (~$128,849/participant), up 32.6% in 2023.
- #7,501
- in Finance & Insurance (8,869 peers)
- +32.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Stepstone Group LP 401(k) Retirement Plan's outsized position by total assets
Stepstone Group LP 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$82,978,442 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Stepstone Group LP 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stepstone Group LP 401(k) Retirement Plan sits mid-pack in the medium band (644 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stepstone Group LP 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Stepstone Group LP 401(k) Retirement Plan reported participants rose from 477 in the plan year 2022 filing to 644 in the plan year 2023 filing.
- Stepstone Group LP 401(k) Retirement Plan end-of-year assets rose from $63M in the plan year 2022 filing to $83M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 331156466 · Stepstone Group LP PY 2023 · 401(k)
Stepstone Group LP 401(k) Retirement Plan · $83M · 644 · 90th
- 5500 $83M
- 5500 644
- 5500 90th
- 5500 401(k)
- 5500 near Smyrna Ready Mix 401(k) Profit Sharing Plan and Trust
- 5500 ind #7501
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 Finance & Insurance retirement plans → · Plans in California →
Stepstone Group LP 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $20M |
| Employer EIN | 331156466 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stepstone Group LP)
Sponsor-wide plan assets over time
All Stepstone Group LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 61.535391764564416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 477 | $63M |
| 2023 | 1 | 644 | $83M |
| 2024 | 1 | 651 | $101M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Stepstone Group LP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Smyrna Ready Mix 401(k) Profit Sharing Plan and Trust in TN ($83M); by covered participants it is Patriot Group Global Retirement Plan in NH (644 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
- Smyrna Ready Mix 401(k) Profit Sharing Plan and Trust (TN) $83M · 5,113
- Osg, Inc. Savings and Retirement Plan (NJ) $83M · 1,661
- Mw Life Sciences Retirement Savings Plan (IN) $83M · 1,593
- Eileen Fisher, Inc. 401(k) Employee Savings Plan (NY) $83M · 770
Similar participant headcount
Nearest other-state filings by covered participants (644 participants); asset peers above are excluded.
- Patriot Group Global Retirement Plan (NH) 644 · 0 off
- Canterbury Park 401(k) Retirement Plan (MN) 644 · 0 off
- Experity 401(k) Plan (IL) 644 · 0 off
- Ritz-Craft Corporation Profit Sharing Retirement Plan (PA) 644 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.