401(k) · DOL Form 5500 · 2023

First Step Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$16K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$7,887
Avg per participant Low balance/head
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Official DOL plan name: First Step Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by First Step Holdings, Inc. · Texas · Educational Services

$16K in assets, 2 participants

First Step Holdings, Inc.'s First Step Holdings, Inc. 401(k) Profit Sharing Plan reported $16K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #62 in Educational Services (3,735 peers)

First Step Holdings, Inc. multi-year trail

First Step Holdings, Inc.'s plans moved +123.2% in assets from 2022 to 2024; this filing shows First Step Holdings, Inc. 401(k) Profit Sharing Plan at $16K / 2 participants.

#62
in Educational Services (3,735 peers)
+12.6%
assets growth YoY

First Step Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

First Step Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,773 2nd percentile higher than 2% 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

First Step Holdings, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Step Holdings, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Step Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14K in the plan year 2022 filing to $16K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 471279728 · First Step Holdings, Inc. PY 2023 · 401(k)

First Step Holdings, Inc. 401(k) Profit Sharing Plan · $16K · 2 · 2nd

  • 5500 $16K
  • ASSETS 2
  • PCT 2nd
  • EIN 401(k)
  • RANK near Tau Ceti Enterprise Group, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #62

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 Educational Services retirement plans → · Plans in Texas →

First Step Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

First Step Holdings, Inc. 401(k) Profit Sharing PlanFirst Step Holdings, Inc. 40…$16KTau Ceti Enterprise Group, Inc. 401(k) Profit Sharing PlanTau Ceti Enterprise Group, I…$16KChoco, Inc. 401(k) Plan$16KFairway Outdoor Advertising Group, LLC 401(k) PlanFairway Outdoor Advertising …$16KKonezion, Inc. 401(k) Profit Sharing PlanKonezion, Inc. 401(k) Profit…$16K
End-of-year total assets ($M) among First Step Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

First Step Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All First Step Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31K 123.19171724384148% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M$0.04M 202220232024 $0.01M $0.03M ▲ +200.0%
Year Plans Participants Total Assets
2022 1 2 $14K
2023 1 2 $16K
2024 1 10 $31K

First Step Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14K
Net Assets (End of Year)$16K
Net Income$2K
Employer EIN471279728
Plan Effective Date2014-07-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

First Step Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants First Step Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000015773 · Participants: 2First Step Holdings, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
First Step Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare First Step Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

First Step Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tau Ceti Enterprise Group, Inc. 401(k) Profit Sharing Plan in MA ($16K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 First Step Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
First Step Holdings, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.6% during 2023, from $14K to $16K. Reported net income was $2K.
How have First Step Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Step Holdings, Inc.'s sponsor-wide assets grew 123.2%, from $14K to $31K.
Where does First Step Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
First Step Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to First Step Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tau Ceti Enterprise Group, Inc. 401(k) Profit Sharing Plan in MA ($16K, 1 participant).
Which 401(k) plans cover a similar participant headcount to First Step Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 471279728.

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.