Other · DOL Form 5500 · 2023

Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
253
Participants Below avg headcount
67th
Percentile by assets National rank
$57,683
Avg per participant Low balance/head
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Official DOL plan name: Step, Inc. 403(b) Plan · Sponsored by Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. · Pennsylvania · Healthcare & Social Assistance

$15M in assets, 253 participants

Lycoming-Clinton Counties Comm. for Community Action (Step), Inc.'s Step, Inc. 403(b) Plan reported $15M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,679 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Step, Inc. 403(b) Plan covers 253 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#12,679
in Healthcare & Social Assistance (17,684 peers)
+11.7%
assets growth YoY

Step, Inc. 403(b) Plan's outsized position by total assets

Step, Inc. 403(b) Plan vs every filed plan by assets

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

$14,593,697 Top 33% higher than 67% 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, Inc. 403(b) 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, Inc. 403(b) Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Step, Inc. 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Step, Inc. 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Step, Inc. 403(b) Plan reported participants rose from 239 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231668784 · Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. PY 2023 · Other

Step, Inc. 403(b) Plan · $15M · 253 · 67th

  • EBSA $15M
  • PART 253
  • TYPE 67th
  • NET Other
  • BOOK near Wahiawa General Hospital Retirement Savings Plan
  • VS-ST ind #12679

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 Pennsylvania →

Step, Inc. 403(b) Plan in the asset neighbourhood

Hampton Roads Educational Telecommunications Association, Inc. 403(b) Retirement PlanHampton Roads Educational Te…$15MStep, Inc. 403(b) Plan$15MWahiawa General Hospital Retirement Savings PlanWahiawa General Hospital Ret…$15M401(k) Profit Sharing Plan for Employees of Alphapointe401(k) Profit Sharing Plan f…$15MThe Infirmary 403(b) Plan$15M
End-of-year total assets ($M) among Step, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN231668784
Plan Effective Date1975-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lycoming-Clinton Counties Comm. for Community Action (Step), Inc.)

Sponsor-wide plan assets over time

All Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 18.225358584768514% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.1M $15.5M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 239 $13M
2023 1 253 $15M
2024 1 296 $15M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Step, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Step, Inc. 403(b) Plan, Total assets ($B): 0.014593697 · Participants: 253Step, Inc. 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Step, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Step, Inc. 403(b) Plan side-by-side with 3 peers →

Step, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Wahiawa General Hospital Retirement Savings Plan in HI ($15M); by covered participants it is Asbury University DC Retirement Plan in KY (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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, Inc. 403(b) Plan assets move in 2023? ▼
Step, Inc. 403(b) Plan grew at a solid clip - up 11.7% during 2023, from $13M to $15M. Reported net income was $2M.
How have Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lycoming-Clinton Counties Comm. for Community Action (Step), Inc.'s sponsor-wide assets grew 18.2%, from $13M to $15M.
Which Other plans are similar in size to Step, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Wahiawa General Hospital Retirement Savings Plan in HI ($15M, 513 participants).
Which Other plans cover a similar participant headcount to Step, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Asbury University DC Retirement Plan in KY (253 participants, $59M 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 231668784.

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.