401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets
165
Participants Small participant base
27th
Percentile by assets National rank
$9,343
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

$2M in assets, 165 participants

Step Up on Second Street, Inc.'s Step Up on Second, Inc. 403(b) Retirement Plan reported $2M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,022 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Step Up on Second, Inc. 403(b) Retirement Plan covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $2M.

#4,022
in Healthcare & Social Assistance (16,916 peers)
+13.7%
assets growth YoY

Step Up on Second, Inc. 403(b) Retirement Plan among the smaller filed plans by assets

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

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

$1,541,662 27th percentile higher than 27% 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 on Second, Inc. 403(b) Retirement 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 on Second, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Step Up on Second, Inc. 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $185K in the plan year 2024 filing.
  • Step Up on Second, Inc. 403(b) Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Step Up on Second, Inc. 403(b) Retirement Plan reported participants fell from 389 in the plan year 2023 filing to 165 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954109386 · Step Up on Second Street, Inc. PY 2024 · 401(k)

Step Up on Second, Inc. 403(b) Retirement Plan · $2M · 165 · 27th

  • SCH $2M
  • SCH 165
  • SCH 27th
  • SCH 401(k)
  • SCH near Custom Tool and Die Co. Retirement 401(k) Plan
  • SCH ind #4022

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(…$2MCustom Tool and Die Co. Retirement 401(k) PlanCustom Tool and Die Co. Reti…$2MReeder Capital Partners, LLC. 401(k) Profit Sharing PlanReeder Capital Partners, LLC…$2MCollins-Maury, Inc. 401(k) PlanCollins-Maury, Inc. 401(k) P…$2MExothermics Inc 401(k) Profit Sharing Plan & TrustExothermics Inc 401(k) Profi…$2M
End-of-year total assets ($M) among Step Up on Second, Inc. 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$185K
Employer EIN954109386
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Step Up on Second Street, Inc.)

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

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. -50000050000100000150000 -200204060 Total assets ($B) Participants Step Up on Second, Inc. 403(b) Retirement Plan, Total assets ($B): 0.001541662 · Participants: 165Step Up on Second, Inc. 403(b) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Custom Tool and Die Co. Retirement 401(k) Plan in MI ($2M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 on Second, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Step Up on Second, Inc. 403(b) Retirement Plan grew at a solid clip - up 13.7% during 2024, from $1M to $2M. Reported net income was $185K.
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 Custom Tool and Die Co. Retirement 401(k) Plan in MI ($2M, 26 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 One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M 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 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.