401(k) · DOL Form 5500 · 2024

Step Up for Students-Florida, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
321
Participants Below avg headcount
71st
Percentile by assets National rank
$65,042
Avg per participant Low balance/head
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Official DOL plan name: Step Up for Students 401(k) Plan · Sponsored by Step Up for Students-Florida, Inc. · Florida · Other Services

$21M in assets, 321 participants

Step Up for Students-Florida, Inc.'s Step Up for Students 401(k) Plan reported $21M in total assets and 321 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,495 in Other Services (7,719 peers)

Step Up for Students-Florida, Inc. multi-year trail

Step Up for Students-Florida, Inc.'s plans moved +58.5% in assets from 2022 to 2024; this filing shows Step Up for Students 401(k) Plan at $21M / 321 participants.

#6,495
in Other Services (7,719 peers)
+19.9%
assets growth YoY

Step Up for Students 401(k) Plan's outsized position by total assets

Step Up for Students 401(k) Plan vs every filed plan by assets

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

$20,878,333 Top 29% higher than 71% 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

Step Up for Students 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. Step Up for Students 401(k) Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Step Up for Students 401(k) Plan reported participants rose from 259 in the plan year 2023 filing to 321 in the plan year 2024 filing.
  • Step Up for Students 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Step Up for Students 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 593649371 · Step Up for Students-Florida, Inc. PY 2024 · 401(k)

Step Up for Students 401(k) Plan · $21M · 321 · 71st

  • BOY $21M
  • SCH 321
  • EBSA 71st
  • PART 401(k)
  • TYPE near 2014 Restated Jenike & Johanson, Inc. Thrift Plan
  • NET ind #6495

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 Other Services retirement plans → · Plans in Florida →

Step Up for Students 401(k) Plan in the asset neighbourhood

Step Up for Students 401(k) PlanStep Up for Students 401(k) …$21M2014 Restated Jenike & Johanson, Inc. Thrift Plan2014 Restated Jenike & Johan…$21MS.S. Steiner, Inc. Employees 401(k) PlanS.S. Steiner, Inc. Employees…$21MChapin International Inc. 401(k) PlanChapin International Inc. 40…$21MEntad LLC 401(k) Profit Sharing Plan & TrustEntad LLC 401(k) Profit Shar…$21M
End-of-year total assets ($M) among Step Up for Students 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Step Up for Students-Florida, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Step Up for Students-Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 58.48902504918638% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.2M $20.9M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 215 $13M
2023 1 259 $17M
2024 1 321 $21M

Step Up for Students-Florida, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN593649371
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Step Up for Students 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Step Up for Students 401(k) Plan, Total assets ($B): 0.020878333 · Participants: 321Step Up for Students 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Step Up for Students 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Step Up for Students 401(k) Plan side-by-side with 3 peers →

Step Up for Students 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 2014 Restated Jenike & Johanson, Inc. Thrift Plan in MA ($21M); by covered participants it is Investar Holding Corporation 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Step Up for Students 401(k) Plan assets move in 2024? ▼
Step Up for Students 401(k) Plan grew sharply - up 19.9% during 2024, from $17M to $21M. Reported net income was $3M.
How have Step Up for Students-Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Step Up for Students-Florida, Inc.'s sponsor-wide assets grew 58.5%, from $13M to $21M.
Which 401(k) plans are similar in size to Step Up for Students 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 2014 Restated Jenike & Johanson, Inc. Thrift Plan in MA ($21M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Step Up for Students 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Investar Holding Corporation 401(k) Plan in LA (321 participants, $27M 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 593649371.

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.