401(k) · DOL Form 5500 · 2023

Important Steps, Inc. 401(k) Plan

Data updated 2026-08-25

$717K
Total assets Small plan by assets
108
Participants Small participant base
21st
Percentile by assets National rank
$6,643
Avg per participant Low balance/head
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Official DOL plan name: Important Steps, Inc. 401(k) P/S Plan · Sponsored by Important Steps, Inc. · New York · Educational Services

$717K in assets, 108 participants

Important Steps, Inc.'s Important Steps, Inc. 401(k) P/S Plan reported $717K in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

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

Coverage in New York

Important Steps, Inc. 401(k) P/S Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $717K.

#520
in Educational Services (3,735 peers)
+23.3%
assets growth YoY

Important Steps, Inc. 401(k) P/S Plan among the smaller filed plans by assets

Important Steps, Inc. 401(k) P/S Plan vs every filed plan by assets

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

$717,488 21st percentile higher than 21% 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

Important Steps, Inc. 401(k) P/S 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. Important Steps, Inc. 401(k) P/S Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Important Steps, Inc. 401(k) P/S Plan reported net income rose from -$156K in the plan year 2022 filing to $136K in the plan year 2023 filing.
  • Important Steps, Inc. 401(k) P/S Plan end-of-year assets rose from $582K in the plan year 2022 filing to $717K in the plan year 2023 filing.
  • Important Steps, Inc. 401(k) P/S Plan reported participants fell from 121 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113693212 · Important Steps, Inc. PY 2023 · 401(k)

Important Steps, Inc. 401(k) P/S Plan · $717K · 108 · 21st

  • RANK $717K
  • RANK 108
  • RANK 21st
  • RANK 401(k)
  • RANK near Das Werks, Inc. 401(k) Profit Sharing Plan
  • RANK ind #520

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 New York →

Important Steps, Inc. 401(k) P/S Plan in the asset neighbourhood

Important Steps, Inc. 401(k) P/S PlanImportant Steps, Inc. 401(k)…$717KDas Werks, Inc. 401(k) Profit Sharing PlanDas Werks, Inc. 401(k) Profi…$718KCentral Signal Corporation 401(k) PlanCentral Signal Corporation 4…$717KMortgagestar LLC 401(k) Profit Sharing Plan & TrustMortgagestar LLC 401(k) Prof…$717KClifford Custom Designs, Inc. 401(k) PlanClifford Custom Designs, Inc…$717K
End-of-year total assets ($M) among Important Steps, Inc. 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$582K
Net Assets (End of Year)$717K
Net Income$136K
Employer EIN113693212
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Important Steps, Inc.)

Sponsor-wide plan assets over time

All Important Steps, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$581K 0.1625949186509778% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.58M $0.58M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 121 $582K
2023 1 108 $717K
2024 1 112 $581K

Nearby 401(k) Plans in New York

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

Important Steps, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Important Steps, Inc. 401(k) P/S Plan, Total assets ($B): 0.000717488 · Participants: 108Important Steps, Inc. 401(k) P/S PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Important Steps, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Important Steps, Inc. 401(k) P/S Plan side-by-side with 3 peers →

Important Steps, Inc. 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Das Werks, Inc. 401(k) Profit Sharing Plan in MI ($718K); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Important Steps, Inc. 401(k) P/S Plan assets move in 2023? ▼
Important Steps, Inc. 401(k) P/S Plan grew sharply - up 23.3% during 2023, from $582K to $717K. Reported net income was $136K.
How have Important Steps, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Important Steps, Inc.'s sponsor-wide assets declined 0.2%, from $582K to $581K.
Where does Important Steps, Inc. 401(k) P/S Plan rank by assets among Form 5500 filers? ▼
Important Steps, Inc. 401(k) P/S Plan ranks in the 21st 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 Important Steps, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Das Werks, Inc. 401(k) Profit Sharing Plan in MI ($718K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Important Steps, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 113693212.

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.