Profit Sharing · DOL Form 5500 · 2023
Step Forward Profit Sharing Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 484
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $45,316
- Avg per participant Low balance/head
Official DOL plan name: Step Forward 403(b) Retirement Plan · Sponsored by Step Forward · Ohio · Other Services
$22M in assets, 484 participants
Step Forward's Step Forward 403(b) Retirement Plan reported $22M in total assets and 484 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #6,766 in Other Services (7,857 peers)
2023 asset change
Step Forward 403(b) Retirement Plan grew at a solid clip 9.4% in 2023 ($20M → $22M) for 484 participants.
- #6,766
- in Other Services (7,857 peers)
- +9.4%
- assets growth YoY
Step Forward 403(b) Retirement Plan's outsized position by total assets
Step Forward 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,932,721 Top 26% higher than 74% 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
Step Forward 403(b) 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. Step Forward 403(b) Retirement Plan sits mid-pack in the medium band (484 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Step Forward 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Step Forward 403(b) Retirement Plan reported participants rose from 368 in the plan year 2022 filing to 484 in the plan year 2023 filing.
- Step Forward 403(b) Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 340965350 · Step Forward PY 2023 · Profit Sharing
Step Forward 403(b) Retirement Plan · $22M · 484 · 74th
- EIN $22M
- EIN 484
- EIN 74th
- EIN Profit Sharing
- EIN near Mini-Circuits Lab Profit Sharing Plan
- EIN ind #6766
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 Ohio →
Step Forward 403(b) Retirement Plan in the asset neighbourhood
Step Forward years around the 2023 move
Sponsor-wide plan assets over time
All Step Forward plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 7.366960552112574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 368 | $20M |
| 2023 | 1 | 484 | $22M |
| 2024 | 1 | 358 | $22M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 340965350 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Step Forward 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Mini-Circuits Lab Profit Sharing Plan in NY ($22M); by covered participants it is Tiber Health Pbc Retirement Plan in PR (484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Mini-Circuits Lab Profit Sharing Plan (NY) $22M · 375
- Operative Plasterers and Cement Masons Local 29 Annuity Plan (NJ) $22M · 441
- The Bank of Commerce Profit Sharing Plan (ID) $22M · 144
- Meeting Street Retirement Plan (RI) $22M · 302
Similar participant headcount
Nearest other-state filings by covered participants (484 participants); asset peers above are excluded.
- Tiber Health Pbc Retirement Plan (PR) 484 · 0 off
- The Hoffman Employee Retirement Income Plan (OR) 485 · 1 off
- Strand Associates, Inc. Employees Profit Sharing Trust (WI) 485 · 1 off
- Fresno Truck Center Profit Sharing Plan (CA) 485 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.