401(k) · DOL Form 5500 · 2024
Stepping Stones Healthcare Services, LLC 401(k) Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 15,723
- Participants Very large workforce
- 91st
- Percentile by assets National rank
- $6,616
- Avg per participant Low balance/head
Official DOL plan name: The Stepping Stones Group Retirement Plan · Sponsored by Stepping Stones Healthcare Services, LLC · Massachusetts · Healthcare & Social Assistance
$104M in assets, 15,723 participants
Stepping Stones Healthcare Services, LLC's The Stepping Stones Group Retirement Plan reported $104M in total assets and 15,723 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,525 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
The Stepping Stones Group Retirement Plan covers 15,723 participants in Massachusetts, 24x the typical Massachusetts plan (state average ~659 per filing). Assets: $104M.
- #15,525
- in Healthcare & Social Assistance (16,916 peers)
- +28.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
The Stepping Stones Group Retirement Plan's outsized position by total assets
The Stepping Stones Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$104,028,266 Top 9% higher than 91% 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
The Stepping Stones Group Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Stepping Stones Group Retirement Plan is a mega filing (15,723 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Stepping Stones Group Retirement Plan reported participants rose from 8,184 in the plan year 2023 filing to 15,723 in the plan year 2024 filing.
- The Stepping Stones Group Retirement Plan end-of-year assets rose from $81M in the plan year 2023 filing to $104M in the plan year 2024 filing.
- The Stepping Stones Group Retirement Plan reported net income rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 465522100 · Stepping Stones Healthcare Services, LLC PY 2024 · 401(k)
The Stepping Stones Group Retirement Plan · $104M · 15,723 · 91st
- BOOK $104M
- VS-ST 15,723
- BOY 91st
- SCH 401(k)
- EBSA near Northern Tool & Equipment Company, Inc. 401(k) Plan
- PART ind #15525
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 Massachusetts →
The Stepping Stones Group Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | $20M |
| Employer EIN | 465522100 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stepping Stones Healthcare Services, LLC)
Sponsor-wide plan assets over time
All Stepping Stones Healthcare Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 80.56505149695921% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,749 | $58M |
| 2023 | 1 | 8,184 | $81M |
| 2024 | 1 | 15,723 | $104M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Scale composition for The Stepping Stones Group Retirement Plan
The Stepping Stones Group Retirement Plan reports $104M in end-of-year assets across 15,723 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $6,616 per participant (5% of the national average assets-per-participant) . Net income for plan year 2024 was $20M.
This plan identity (EIN 465522100, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $58M to $104M (+80.6%) while covered participants moved from 6,749 to 15,723 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,749 | $58M | Open filing |
| 2023 | 8,184 | $81M | Open filing |
| 2024 · index core | 15,723 | $104M | This page |
The Stepping Stones Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Northern Tool & Equipment Company, Inc. 401(k) Plan in MN ($104M); by covered participants it is Hitachi Employee 401(k) Retirement Plan in NY (15,731 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
Similar participant headcount
Nearest other-state filings by covered participants (15,723 participants); asset peers above are excluded.
- Hitachi Employee 401(k) Retirement Plan (NY) 15,731 · 8 off
- Nfi Industries, Inc. Employee Retirement Savings Plan (NJ) 15,746 · 23 off
- Essentia Health Retirement Plan (MN) 15,695 · 28 off
- Hospital Housekeeping Systems 401(k) Benefit Plan (TX) 15,679 · 44 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.