401(k) · DOL Form 5500 · 2024

First Step Funding, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: First Step Funding, Inc. Savings Plan · Sponsored by First Step Funding, Inc. · Arizona · Finance & Insurance

$2M in assets, 2 participants

First Step Funding, Inc.'s First Step Funding, Inc. Savings Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,709 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

First Step Funding, Inc. Savings Plan holds $2M for 2 participants - about $1.2M per participant, in the lower half of filed plans by assets.

#1,709
in Finance & Insurance (8,549 peers)
+2.1%
assets growth YoY

First Step Funding, Inc. Savings Plan among the smaller filed plans by assets

First Step Funding, Inc. Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,355,925 31st percentile higher than 31% of 123,620 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 2024

First Step Funding, Inc. Savings Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Step Funding, Inc. Savings Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 810583722 · First Step Funding, Inc. PY 2024 · 401(k)

First Step Funding, Inc. Savings Plan · $2M · 2 · 31st

  • VS-ST $2M
  • BOY 2
  • SCH 31st
  • EBSA 401(k)
  • PART near Fire Power Systems, Inc. 401(k) Plan and Trust
  • TYPE ind #1709

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 Finance & Insurance retirement plans → · Plans in Arizona →

First Step Funding, Inc. Savings Plan in the asset neighbourhood

First Step Funding, Inc. Savings PlanFirst Step Funding, Inc. Sav…$2MFire Power Systems, Inc. 401(k) Plan and TrustFire Power Systems, Inc. 401…$2MTrousdale Living Communities, Inc. 401(k) PlanTrousdale Living Communities…$2MElh Mgmt LLC 401(k) Profit Sharing Plan & TrustElh Mgmt LLC 401(k) Profit S…$2MTimely Signs of Kingston, Inc. 401(k) Profit Sharing TrustTimely Signs of Kingston, In…$2M
End-of-year total assets ($M) among First Step Funding, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$49K
Employer EIN810583722
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

First Step Funding, Inc. Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants First Step Funding, Inc. Savings Plan, Total assets ($B): 0.002355925 · Participants: 2First Step Funding, Inc. Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
First Step Funding, Inc. Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare First Step Funding, Inc. Savings Plan side-by-side with 3 peers →

First Step Funding, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Fire Power Systems, Inc. 401(k) Plan and Trust in TX ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First Step Funding, Inc. Savings Plan assets move in 2024? ▼
First Step Funding, Inc. Savings Plan edged up modestly - up 2.1% during 2024, from $2M to $2M. Reported net income was $49K.
Which 401(k) plans are similar in size to First Step Funding, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fire Power Systems, Inc. 401(k) Plan and Trust in TX ($2M, 43 participants).
Which 401(k) plans cover a similar participant headcount to First Step Funding, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810583722.

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.