Other · DOL Form 5500 · 2024

Step Up Suncoast, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
204
Participants Below avg headcount
50th
Percentile by assets National rank
$36,667
Avg per participant Low balance/head
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Official DOL plan name: Step Up Suncoast, Inc. 403(b) Plan · Sponsored by Step Up Suncoast, Inc. · Florida · Other Services

$7M in assets, 204 participants

Step Up Suncoast, Inc.'s Step Up Suncoast, Inc. 403(b) Plan reported $7M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,401 in Other Services (7,719 peers)

Coverage in Florida

Step Up Suncoast, Inc. 403(b) Plan covers 204 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#5,401
in Other Services (7,719 peers)
+18.4%
assets growth YoY

Step Up Suncoast, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers

Step Up Suncoast, Inc. 403(b) Plan vs every filed plan by assets

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

$7,479,978 Top 50% higher than 50% 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 Suncoast, Inc. 403(b) 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 Suncoast, Inc. 403(b) Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Step Up Suncoast, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Step Up Suncoast, Inc. 403(b) Plan reported participants rose from 190 in the plan year 2023 filing to 204 in the plan year 2024 filing.
  • Step Up Suncoast, Inc. 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 596208766 · Step Up Suncoast, Inc. PY 2024 · Other

Step Up Suncoast, Inc. 403(b) Plan · $7M · 204 · 50th

  • EOY $7M
  • 5500 204
  • ASSETS 50th
  • PCT Other
  • EIN near United Way of Greater Kansas City, Inc. 403(b) Plan
  • RANK ind #5401

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 Suncoast, Inc. 403(b) Plan in the asset neighbourhood

Step Up Suncoast, Inc. 403(b) PlanStep Up Suncoast, Inc. 403(b…$7MUnited Way of Greater Kansas City, Inc. 403(b) PlanUnited Way of Greater Kansas…$7MCatholic Charities, Inc. Diocese of Madison Retirement PlanCatholic Charities, Inc. Dio…$7ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$7MEmergycare 403(b) Plan$7M
End-of-year total assets ($M) among Step Up Suncoast, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN596208766
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Step Up Suncoast, Inc.)

Sponsor-wide plan assets over time

All Step Up Suncoast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 46.7454490629942% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.1M $7.48M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 189 $5M
2023 1 190 $6M
2024 1 204 $7M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Step Up Suncoast, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Step Up Suncoast, Inc. 403(b) Plan, Total assets ($B): 0.007479978 · Participants: 204Step Up Suncoast, Inc. 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Step Up Suncoast, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Step Up Suncoast, Inc. 403(b) Plan side-by-side with 3 peers →

Step Up Suncoast, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is United Way of Greater Kansas City, Inc. 403(b) Plan in MO ($7M); by covered participants it is 403(b) Thrift Plan for United Way for Southeastern Michigan in MI (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Suncoast, Inc. 403(b) Plan assets move in 2024? ▼
Step Up Suncoast, Inc. 403(b) Plan grew sharply - up 18.4% during 2024, from $6M to $7M. Reported net income was $1M.
How have Step Up Suncoast, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Step Up Suncoast, Inc.'s sponsor-wide assets grew 46.7%, from $5M to $7M.
Which Other plans are similar in size to Step Up Suncoast, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is United Way of Greater Kansas City, Inc. 403(b) Plan in MO ($7M, 87 participants).
Which Other plans cover a similar participant headcount to Step Up Suncoast, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for United Way for Southeastern Michigan in MI (204 participants, $10M 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 596208766.

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.