401(k) · DOL Form 5500 · 2023

Step Up on Second Street, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
389
Participants Below avg headcount
46th
Percentile by assets National rank
$13,985
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Step Up on Second, Inc. 403(b) Retirement Plan · Sponsored by Step Up on Second Street, Inc. · California · Healthcare & Social Assistance

$5M in assets, 389 participants

Step Up on Second Street, Inc.'s Step Up on Second, Inc. 403(b) Retirement Plan reported $5M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,890 in Healthcare & Social Assistance (17,684 peers)

Step Up on Second Street, Inc. multi-year trail

Step Up on Second Street, Inc.'s plans moved +395.1% in assets from 2022 to 2024; this filing shows Step Up on Second, Inc. 403(b) Retirement Plan at $5M / 389 participants.

#8,890
in Healthcare & Social Assistance (17,684 peers)
+51.0%
assets growth YoY

Step Up on Second, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,440,180 46th percentile higher than 46% of 127,068 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 2023

Step Up on Second, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Step Up on Second, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Step Up on Second, Inc. 403(b) Retirement Plan reported net income rose from -$470K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Step Up on Second, Inc. 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Step Up on Second, Inc. 403(b) Retirement Plan reported participants rose from 379 in the plan year 2022 filing to 389 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954109386 · Step Up on Second Street, Inc. PY 2023 · 401(k)

Step Up on Second, Inc. 403(b) Retirement Plan · $5M · 389 · 46th

  • BOY $5M
  • SCH 389
  • EBSA 46th
  • PART 401(k)
  • TYPE near Storm Manufacturing , Inc. 401(k) Plan
  • NET ind #8890

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 California →

Step Up on Second, Inc. 403(b) Retirement Plan in the asset neighbourhood

Step Up on Second, Inc. 403(b) Retirement PlanStep Up on Second, Inc. 403(…$5MStorm Manufacturing , Inc. 401(k) PlanStorm Manufacturing , Inc. 4…$5MPermastaff Personnel Systems, Inc. Employees 401(k) PlanPermastaff Personnel Systems…$5MFredericksburg Christian School 401(k) PlanFredericksburg Christian Sch…$5MGreen Lawn Fertilizing, LLC 401(k) Retirement PlanGreen Lawn Fertilizing, LLC …$5M
End-of-year total assets ($M) among Step Up on Second, Inc. 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Step Up on Second Street, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Step Up on Second Street, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 395.1237860036628% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $3.6M $17.8M ▲ +395.6%
Year Plans Participants Total Assets
2022 1 379 $4M
2023 1 389 $5M
2024 5 1,478 $18M

Step Up on Second Street, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN954109386
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Step Up on Second, Inc. 403(b) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Step Up on Second, Inc. 403(b) Retirement Plan, Total assets ($B): 0.00544018 · Participants: 389Step Up on Second, Inc. 403(b) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Step Up on Second, Inc. 403(b) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Step Up on Second, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Step Up on Second, Inc. 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Storm Manufacturing , Inc. 401(k) Plan in TN ($5M); by covered participants it is Dura Bond Retirement Savings Plan in PA (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Step Up on Second, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Step Up on Second, Inc. 403(b) Retirement Plan surged - up 51.0% during 2023, from $4M to $5M. Reported net income was $2M.
How have Step Up on Second Street, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Step Up on Second Street, Inc.'s sponsor-wide assets grew 395.1%, from $4M to $18M.
Which 401(k) plans are similar in size to Step Up on Second, Inc. 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Storm Manufacturing , Inc. 401(k) Plan in TN ($5M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Step Up on Second, Inc. 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dura Bond Retirement Savings Plan in PA (389 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954109386.

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.