401(k) · DOL Form 5500 · 2023

Step Up for Students-Florida, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
259
Participants Below avg headcount
70th
Percentile by assets National rank
$67,258
Avg per participant Below avg balance/head
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Official DOL plan name: Step Up for Students 401(k) Plan · Sponsored by Step Up for Students-Florida, Inc. · Florida · Other Services

$17M in assets, 259 participants

Step Up for Students-Florida, Inc.'s Step Up for Students 401(k) Plan reported $17M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,563 in Other Services (7,857 peers)

Coverage in Florida

Step Up for Students 401(k) Plan covers 259 participants in Florida, about 41% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#6,563
in Other Services (7,857 peers)
+32.2%
assets growth YoY

Step Up for Students 401(k) Plan's outsized position by total assets

Step Up for Students 401(k) Plan vs every filed plan by assets

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

$17,419,747 Top 30% higher than 70% 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

Step Up for Students 401(k) 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. Step Up for Students 401(k) Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Step Up for Students 401(k) Plan reported net income rose from -$988K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Step Up for Students 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Step Up for Students 401(k) Plan reported participants rose from 215 in the plan year 2022 filing to 259 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 593649371 · Step Up for Students-Florida, Inc. PY 2023 · 401(k)

Step Up for Students 401(k) Plan · $17M · 259 · 70th

  • BOOK $17M
  • VS-ST 259
  • BOY 70th
  • SCH 401(k)
  • EBSA near Greywolf Capital Management LP Incentive Savings Trust
  • PART ind #6563

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 for Students 401(k) Plan in the asset neighbourhood

Step Up for Students 401(k) PlanStep Up for Students 401(k) …$17MGreywolf Capital Management LP Incentive Savings TrustGreywolf Capital Management …$17MOcd Tech, LLC$17MFreedom Care 401(k) Plan$17MCommunity Health Centers of Burlington Retirement PlanCommunity Health Centers of …$17M
End-of-year total assets ($M) among Step Up for Students 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN593649371
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Step Up for Students-Florida, Inc.)

Sponsor-wide plan assets over time

All Step Up for Students-Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 58.48902504918638% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.2M $20.9M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 215 $13M
2023 1 259 $17M
2024 1 321 $21M

Nearby 401(k) Plans in Florida

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

Step Up for Students 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Step Up for Students 401(k) Plan, Total assets ($B): 0.017419747 · Participants: 259Step Up for Students 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Step Up for Students 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Step Up for Students 401(k) Plan side-by-side with 3 peers →

Step Up for Students 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Greywolf Capital Management LP Incentive Savings Trust in NY ($17M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Step Up for Students 401(k) Plan assets move in 2023? ▼
Step Up for Students 401(k) Plan surged - up 32.2% during 2023, from $13M to $17M. Reported net income was $4M.
How have Step Up for Students-Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Step Up for Students-Florida, Inc.'s sponsor-wide assets grew 58.5%, from $13M to $21M.
Which 401(k) plans are similar in size to Step Up for Students 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greywolf Capital Management LP Incentive Savings Trust in NY ($17M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Step Up for Students 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants, N/A 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 593649371.

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.