A Step Up Academy 403(b) Plan

Profit Sharing · DOL Form 5500 · 2023

What the Filing Says About A Step Up Academy 403(b) Plan

A Step Up Academy 403(b) Plan is a Profit Sharing retirement plan sponsored by A Step Up Academy, headquartered in Pennsylvania. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $352K in total end-of-year assets and covers 95 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 462346137, and the plan has been effective since 2019-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $323K at the beginning of 2023 to $352K at year-end - up 9.0%. Net assets (after liabilities) closed the year at $352K, with reported net income of $29K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank A Step Up Academy 403(b) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.