401(k) · DOL Form 5500 · 2024

The Step2 Company LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
628
Participants Below avg headcount
73rd
Percentile by assets National rank
$37,752
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Step2 Company 401(k) Retirement Plan & Trust · Sponsored by The Step2 Company LLC · Ohio · Manufacturing

$24M in assets, 628 participants

The Step2 Company LLC's The Step2 Company 401(k) Retirement Plan & Trust reported $24M in total assets and 628 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,311 in Manufacturing (17,777 peers)

The Step2 Company LLC multi-year trail

The Step2 Company LLC's plans moved +50.7% in assets from 2022 to 2024; this filing shows The Step2 Company 401(k) Retirement Plan & Trust at $24M / 628 participants.

#11,311
in Manufacturing (17,777 peers)
+19.8%
assets growth YoY

The Step2 Company 401(k) Retirement Plan & Trust's outsized position by total assets

The Step2 Company 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$23,708,325 Top 27% higher than 73% 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

The Step2 Company 401(k) Retirement Plan & Trust 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. The Step2 Company 401(k) Retirement Plan & Trust sits mid-pack in the medium band (628 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Step2 Company 401(k) Retirement Plan & Trust end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • The Step2 Company 401(k) Retirement Plan & Trust reported participants rose from 596 in the plan year 2023 filing to 628 in the plan year 2024 filing.
  • The Step2 Company 401(k) Retirement Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204605472 · The Step2 Company LLC PY 2024 · 401(k)

The Step2 Company 401(k) Retirement Plan & Trust · $24M · 628 · 73rd

  • NET $24M
  • BOOK 628
  • VS-ST 73rd
  • BOY 401(k)
  • SCH near Stead Automotive Group #1 401(k) Plan
  • EBSA ind #11311

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 Manufacturing retirement plans → · Plans in Ohio →

The Step2 Company 401(k) Retirement Plan & Trust in the asset neighbourhood

The Step2 Company 401(k) Retirement Plan & TrustThe Step2 Company 401(k) Ret…$24MStead Automotive Group #1 401(k) PlanStead Automotive Group #1 40…$24MAc&t Company, Inc. 401(k) Profit Sharing PlanAc&t Company, Inc. 401(k) Pr…$24MProfitsolv Purchaser, Inc. 401(k) PlanProfitsolv Purchaser, Inc. 4…$24MAssociated Sales & Bag Company 401(k) Savings PlanAssociated Sales & Bag Compa…$24M
End-of-year total assets ($M) among The Step2 Company 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Step2 Company LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Step2 Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 50.66366919470331% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.7M $23.7M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 764 $16M
2023 1 596 $20M
2024 1 628 $24M

The Step2 Company LLC filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN204605472
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Step2 Company 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Step2 Company 401(k) Retirement Plan & Trust, Total assets ($B): 0.023708325 · Participants: 628The Step2 Company 401(k) Retirement Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Step2 Company 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

The Step2 Company 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Stead Automotive Group #1 401(k) Plan in CA ($24M); by covered participants it is Franklin Building Supply 401(k) Profit Sharing Plan in ID (628 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (628 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 The Step2 Company 401(k) Retirement Plan & Trust assets move in 2024?
The Step2 Company 401(k) Retirement Plan & Trust grew sharply - up 19.8% during 2024, from $20M to $24M. Reported net income was $4M.
How have The Step2 Company LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Step2 Company LLC's sponsor-wide assets grew 50.7%, from $16M to $24M.
Which 401(k) plans are similar in size to The Step2 Company 401(k) Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Stead Automotive Group #1 401(k) Plan in CA ($24M, 354 participants).
Which 401(k) plans cover a similar participant headcount to The Step2 Company 401(k) Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Franklin Building Supply 401(k) Profit Sharing Plan in ID (628 participants, $18M in assets).