401(k) · DOL Form 5500 · 2023

Stepstone Group LP 401(k) Plan

Data updated 2026-08-11

$83M
Total assets
644
Participants
90th
Percentile by assets
$128,849
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$83M
total plan assets (2023 EOY)
644
covered participants
90th
percentile by assets (of 127,072 plans)
$128,849
avg assets per participant

Where Stepstone Group LP 401(k) Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
California
Industry
Finance & Insurance

Stepstone Group LP 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Stepstone Group LP 401(k) Retirement Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$83M
Net Income$20M
Employer EIN331156466
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stepstone Group LP)

$40M$60M$80M$100M$120M 202220232024 $62.6M $101M ▲ +61.5%
Total plan assets by year, all Stepstone Group LP plans on file
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.

Stepstone Group LP 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stepstone Group LP 4…, Total assets ($B): 0.082978442 · Participants: 644Stepstone Group LP 4…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Stepstone Group LP 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stepstone Group LP 401(k) Retirement Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stepstone Group LP 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Stepstone Group LP 401(k) Retirement Plan assets move in 2023? ▼
Stepstone Group LP 401(k) Retirement Plan surged - up 32.6% during 2023, from $63M to $83M. Reported net income was $20M.
How have Stepstone Group LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stepstone Group LP's sponsor-wide assets grew 61.5%, from $63M to $101M.
Where does Stepstone Group LP 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Stepstone Group LP 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Stepstone Group LP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smyrna Ready Mix 401(k) Profit Sharing Plan and Trust in TN ($83M, 5,113 participants).

Next read for Stepstone Group LP 401(k) Retirement Pla…

Scale reading

Ways to act on Stepstone Group LP 401(k) Retirement Plan's numbers.

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 331156466.

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.