401(k) · DOL Form 5500 · 2023
Stepping Stones Healthcare Services, LLC 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 8,184
- Participants Very large workforce
- 90th
- Percentile by assets National rank
- $9,872
- Avg per participant Low balance/head
Official DOL plan name: The Stepping Stones Group Retirement Plan · Sponsored by Stepping Stones Healthcare Services, LLC · Massachusetts · Healthcare & Social Assistance
$81M in assets, 8,184 participants
Stepping Stones Healthcare Services, LLC's The Stepping Stones Group Retirement Plan reported $81M in total assets and 8,184 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.
- #16,126 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
The Stepping Stones Group Retirement Plan covers 8,184 participants in Massachusetts, 12x the typical Massachusetts plan (state average ~659 per filing). Assets: $81M.
- #16,126
- in Healthcare & Social Assistance (17,684 peers)
- +40.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
The Stepping Stones Group Retirement Plan's outsized position by total assets
The Stepping Stones Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,790,322 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
The Stepping Stones Group Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Stepping Stones Group Retirement Plan lands in the large band (8,184 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Stepping Stones Group Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- The Stepping Stones Group Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $81M in the plan year 2023 filing.
- The Stepping Stones Group Retirement Plan reported participants rose from 6,749 in the plan year 2022 filing to 8,184 in the plan year 2023 filing.
DOL schedule card
Filing strip 465522100 · Stepping Stones Healthcare Services, LLC PY 2023 · 401(k)
The Stepping Stones Group Retirement Plan · $81M · 8,184 · 90th
- PART $81M
- PART 8,184
- PART 90th
- PART 401(k)
- PART near Altus Group 401(k) Plan
- PART ind #16126
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 Massachusetts →
The Stepping Stones Group Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $19M |
| Employer EIN | 465522100 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stepping Stones Healthcare Services, LLC)
Sponsor-wide plan assets over time
All Stepping Stones Healthcare Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 80.56505149695921% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,749 | $58M |
| 2023 | 1 | 8,184 | $81M |
| 2024 | 1 | 15,723 | $104M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Scale composition for The Stepping Stones Group Retirement Plan
The Stepping Stones Group Retirement Plan reports $81M in end-of-year assets across 8,184 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $9,872 per participant (7% of the national average assets-per-participant) . Net income for plan year 2023 was $19M.
This plan identity (EIN 465522100, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $58M to $104M (+80.6%) while covered participants moved from 6,749 to 15,723 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,749 | $58M | Open filing |
| 2023 | 8,184 | $81M | This page |
| 2024 · index core | 15,723 | $104M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Stepping Stones Group Retirement Plan (401(k), $104M, 15,723 participants)
The Stepping Stones Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Altus Group 401(k) Plan in TX ($81M); by covered participants it is Cell Phone Company Employee 401(k) Savings Plan in TX (8,181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Altus Group 401(k) Plan (TX) $81M · 764
- Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust (NH) $81M · 98
- Emoney Advisor, LLC 401(k) Plan (PA) $81M · 679
- Alliance Residential Realty 401(k) Plan (AZ) $81M · 525
Similar participant headcount
Nearest other-state filings by covered participants (8,184 participants); asset peers above are excluded.
- Cell Phone Company Employee 401(k) Savings Plan (TX) 8,181 · 3 off
- Frankcrum Retirement Savings Plan (FL) 8,177 · 7 off
- Genesco Salary Deferral Plan (TN) 8,192 · 8 off
- Expedia Retirement Savings Plan (WA) 8,176 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.