401(k) · DOL Form 5500 · 2024

Stepworks Recovery Centers, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 103
Participants Small participant base: 43rd
Percentile by assets National rank: $52,289
Avg per participant Low balance/head

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Official DOL plan name: Stepworks 401(k) Plan · Sponsored by Stepworks Recovery Centers, LLC · Kentucky · Healthcare & Social Assistance

$5M in assets, 103 participants

Stepworks Recovery Centers, LLC's Stepworks 401(k) Plan reported $5M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

#7,893 in Healthcare & Social Assistance (16,916 peers)

Coverage in Kentucky

Stepworks 401(k) Plan covers 103 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.

#7,893
in Healthcare & Social Assistance (16,916 peers): +22.2%
assets growth YoY

Stepworks 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stepworks 401(k) Plan vs every filed plan by assets

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

$5,385,779 43rd percentile higher than 43% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Stepworks 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stepworks 401(k) Plan sits mid-pack in the medium band (103 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Stepworks 401(k) Plan reported participants rose from 82 in the plan year 2023 filing to 103 in the plan year 2024 filing.
Stepworks 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Stepworks 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $977K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 471447625 · Stepworks Recovery Centers, LLC PY 2024 · 401(k)

Stepworks 401(k) Plan · $5M · 103 · 43rd

5500 $5M
5500 103
5500 43rd
5500 401(k)
5500 near Mergon Corporation 401(k) Retirement Plan
5500 ind #7893

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 Kentucky →

End-of-year total assets ($M) among Stepworks 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$977K
Employer EIN	471447625
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Stepworks Recovery Centers, LLC)

Latest sponsor-wide plan assets: $5M 70.44661630911284% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	76	$3M
2023	1	82	$4M
2024	1	103	$5M

Nearby 401(k) Plans in Kentucky

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

Stepworks 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Stepworks 401(k) Plan side-by-side with 3 peers →

Stepworks 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Mergon Corporation 401(k) Retirement Plan in SC ($5M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Mergon Corporation 401(k) Retirement Plan (SC) $5M · 250
Asap PC 401(k) Profit Sharing Plan (OH) $5M · 5
Shay Oil Company, Inc. 401(k) Profit Sharing Plan (AZ) $5M · 164
Bank of Sun Prairie Profit Sharing Plan (WI) $5M · 94

Similar participant headcount

Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.

Chrysalis House Inc 401(k) Profit Sharing Plan & Trust (MD) 103 · 0 off
North Valley Endodontics P. a. (AZ) 103 · 0 off
Servicetec International, Inc. 401(k) Plan (VA) 103 · 0 off
Regional One, Inc. (FL) 103 · 0 off

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 Stepworks 401(k) Plan assets move in 2024? ▼

Stepworks 401(k) Plan grew sharply - up 22.2% during 2024, from $4M to $5M. Reported net income was $977K.

How have Stepworks Recovery Centers, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stepworks Recovery Centers, LLC's sponsor-wide assets grew 70.4%, from $3M to $5M.

Which 401(k) plans are similar in size to Stepworks 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mergon Corporation 401(k) Retirement Plan in SC ($5M, 250 participants).

Which 401(k) plans cover a similar participant headcount to Stepworks 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 471447625.