401(k) · DOL Form 5500 · 2023

Step by Step, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,307
Participants Near avg headcount
74th
Percentile by assets National rank
$16,372
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan for Employees of Step by Step, Inc · Sponsored by Step by Step, Inc. · Pennsylvania · Healthcare & Social Assistance

$21M in assets, 1,307 participants

Step by Step, Inc.'s Retirement Plan for Employees of Step by Step, Inc reported $21M in total assets and 1,307 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.

  • #13,801 in Healthcare & Social Assistance (17,684 peers)

Step by Step, Inc. multi-year trail

Step by Step, Inc.'s plans moved +23.5% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Step by Step, Inc at $21M / 1,307 participants.

#13,801
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY

Retirement Plan for Employees of Step by Step, Inc's outsized position by total assets

Retirement Plan for Employees of Step by Step, Inc vs every filed plan by assets

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

$21,398,074 Top 26% higher than 74% 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

Retirement Plan for Employees of Step by Step, Inc'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. Retirement Plan for Employees of Step by Step, Inc lands in the large band (1,307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Step by Step, Inc reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Plan for Employees of Step by Step, Inc reported participants rose from 1,122 in the plan year 2022 filing to 1,307 in the plan year 2023 filing.
  • Retirement Plan for Employees of Step by Step, Inc end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232053563 · Step by Step, Inc. PY 2023 · 401(k)

Retirement Plan for Employees of Step by Step, Inc · $21M · 1,307 · 74th

  • RANK $21M
  • PHOTO 1,307
  • IND 74th
  • EOY 401(k)
  • 5500 near Ecn (US) Holdings Corp. 401(k) Plan
  • ASSETS ind #13801

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 →

Retirement Plan for Employees of Step by Step, Inc in the asset neighbourhood

Retirement Plan for Employees of Step by Step, IncRetirement Plan for Employee…$21MEcn (US) Holdings Corp. 401(k) PlanEcn (US) Holdings Corp. 401(…$21MHausfeld LLP 401(k) Plan$21MPinehurst Resort 401(k) Savings PlanPinehurst Resort 401(k) Savi…$21MMay Trucking Co. Employee Retirement PlanMay Trucking Co. Employee Re…$21M
End-of-year total assets ($M) among Retirement Plan for Employees of Step by Step, Inc and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Step by Step, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Step by Step, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 23.530103850712177% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.3M $23.8M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 1,122 $19M
2023 1 1,307 $21M
2024 1 1,203 $24M

Step by Step, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN232053563
Plan Effective Date1978-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Retirement Plan for Employees of Step by Step, Inc vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Retirement Plan for Employees of Step by Step, Inc, Total assets ($B): 0.021398074 · Participants: 1307Retirement Plan for Employees of Step by Step, IncComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Retirement Plan for Employees of Step by Step, Inc vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan for Employees of Step by Step, Inc side-by-side with 3 peers →

Retirement Plan for Employees of Step by Step, Inc's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ecn (US) Holdings Corp. 401(k) Plan in FL ($21M); by covered participants it is Majorel USA, Inc in CA (1,307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,307 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 Retirement Plan for Employees of Step by Step, Inc assets move in 2023? ▼
Retirement Plan for Employees of Step by Step, Inc grew at a solid clip - up 11.1% during 2023, from $19M to $21M. Reported net income was $2M.
How have Step by Step, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Step by Step, Inc.'s sponsor-wide assets grew 23.5%, from $19M to $24M.
Which 401(k) plans are similar in size to Retirement Plan for Employees of Step by Step, Inc? ▼
Among 401(k) plans in other states, the closest by assets is Ecn (US) Holdings Corp. 401(k) Plan in FL ($21M, 584 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Plan for Employees of Step by Step, Inc? ▼
Among 401(k) plans in other states, the closest by covered participants is Majorel USA, Inc in CA (1,307 participants, $13M 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 232053563.

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.