Other · DOL Form 5500 · 2023

A Step Up Academy Retirement Plan

Data updated 2026-08-25

$352K
Total assets Small plan by assets: 95
Participants Small participant base: 15th
Percentile by assets National rank: $3,701
Avg per participant Low balance/head

Official DOL plan name: A Step Up Academy 403(b) Plan · Sponsored by A Step Up Academy · Pennsylvania · Educational Services

$352K in assets, 95 participants

A Step Up Academy's A Step Up Academy 403(b) Plan reported $352K in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

#414 in Educational Services (3,735 peers)

2023 asset change

A Step Up Academy 403(b) Plan grew at a solid clip 9.0% in 2023 ($323K → $352K) for 95 participants.

#414
in Educational Services (3,735 peers): +9.0%
assets growth YoY

A Step Up Academy 403(b) Plan among the smaller filed plans by assets

A Step Up Academy 403(b) Plan vs every filed plan by assets

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

$351,631 15th percentile higher than 15% 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

A Step Up Academy 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A Step Up Academy 403(b) Plan is a small filing (95 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 462346137 · A Step Up Academy PY 2023 · Other

A Step Up Academy 403(b) Plan · $352K · 95 · 15th

NET $352K
BOOK 95
VS-ST 15th
BOY Other
SCH near Sbk Timbers Two Retirement Plan
EBSA ind #414

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 Pennsylvania →

End-of-year total assets ($M) among A Step Up Academy 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)	$323K
Net Assets (End of Year)	$352K
Net Income	$29K
Employer EIN	462346137
Plan Effective Date	2019-07-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Pennsylvania

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

A Step Up Academy 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

The University of Pennsylvania Matching Plan $6.3B · 20,979
Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
Jefferson Defined Contribution Retirement Plan $2.5B · 15,783

Compare A Step Up Academy 403(b) Plan side-by-side with 3 peers →

A Step Up Academy 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Sbk Timbers Two Retirement Plan in MO ($351K); by covered participants it is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($352K here).

Sbk Timbers Two Retirement Plan (MO) $351K · 1
Hop Cycle Brewing Company Retirement Plan (OR) $350K · 1
Syd's Outpost & Supply Savings and Retirement Plan Trust (TX) $354K · 2
Lourdes Kutbi Rivera Retirement Plan (PR) $349K · 2

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

The Charlton School 403(b) Tax Deferred Annuity Plan (NY) 95 · 0 off
Amnesty International of the U.S.a., Inc. 403(b) Tda Plan (NY) 95 · 0 off
Bigelow Laboratory for Ocean Sciences Retirement Plan (ME) 95 · 0 off
Sargent Rehabilitation Center Inc DC (RI) 95 · 0 off

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 A Step Up Academy 403(b) Plan assets move in 2023? ▼

A Step Up Academy 403(b) Plan grew at a solid clip - up 9.0% during 2023, from $323K to $352K. Reported net income was $29K.

Where does A Step Up Academy 403(b) Plan rank by assets among Form 5500 filers? ▼

A Step Up Academy 403(b) Plan ranks in the 15th 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 Other plans are similar in size to A Step Up Academy 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Sbk Timbers Two Retirement Plan in MO ($351K, 1 participant).

Which Other plans cover a similar participant headcount to A Step Up Academy 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (95 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 462346137.