401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$4M
Total assets Small plan by assets
379
Participants Below avg headcount
44th
Percentile by assets National rank
$9,509
Avg per participant Low balance/head
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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

$4M in assets, 379 participants

Step Up on Second Street, Inc.'s Step Up on Second, Inc. 403(b) Retirement Plan reported $4M in total assets and 379 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,727 in Healthcare & Social Assistance (20,060 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 $4M / 379 participants.

#9,727
in Healthcare & Social Assistance (20,060 peers)
-11.5%
assets change YoY

The plan reported a net loss of $470K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$3,603,800 44th percentile higher than 44% of 139,123 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 2022

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

Plan-year 2022 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 (379 participants).

Published 5500 schedule card

Filing strip 954109386 · Step Up on Second Street, Inc. PY 2022 · 401(k)

Step Up on Second, Inc. 403(b) Retirement Plan · $4M · 379 · 44th

  • PART $4M
  • PART 379
  • PART 44th
  • PART 401(k)
  • PART near Vision Community Management LLC 401(k) Profit Sharing Plan & Trust
  • PART ind #9727

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(…$4MVision Community Management LLC 401(k) Profit Sharing Plan & TrustVision Community Management …$4MTreatment Centers Holdco 401(k) PlanTreatment Centers Holdco 401…$4MVestal Manufacturing Enterprises, Inc. 401(k) PlanVestal Manufacturing Enterpr…$4MRefrigeration Research, Inc. Profit Sharing 401(k) PlanRefrigeration Research, Inc.…$4M
End-of-year total assets ($M) among Step Up on Second, Inc. 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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 (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$470K
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): 0.0036038 · Participants: 379Step Up on Second, Inc. 403(b) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings 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 Vision Community Management LLC 401(k) Profit Sharing Plan & Trust in AZ ($4M); by covered participants it is Hospitality Staffing Solutions 401(k) Plan in GA (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Step Up on Second, Inc. 403(b) Retirement Plan pulled back noticeably - down 11.5% during 2022, from $4M to $4M. Reported net income was -$470K.
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 Vision Community Management LLC 401(k) Profit Sharing Plan & Trust in AZ ($4M, 84 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 Hospitality Staffing Solutions 401(k) Plan in GA (379 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.