401(k) · DOL Form 5500 · 2024

First Step, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
597
Participants Below avg headcount
63rd
Percentile by assets National rank
$23,721
Avg per participant Low balance/head
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Official DOL plan name: First Step 401(k) Retirement Savings Plan & Trust · Sponsored by First Step, Inc. · Arkansas · Healthcare & Social Assistance

$14M in assets, 597 participants

First Step, Inc.'s First Step 401(k) Retirement Savings Plan & Trust reported $14M in total assets and 597 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #11,564 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arkansas

First Step 401(k) Retirement Savings Plan & Trust covers 597 participants in Arkansas, about 21% of the average Arkansas filer (state average ~2,784 per filing). Assets: $14M.

#11,564
in Healthcare & Social Assistance (16,916 peers)
-2.1%
assets change YoY

The plan reported a net loss of $303K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Step 401(k) Retirement Savings Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

First Step 401(k) Retirement Savings Plan & Trust vs every filed plan by assets

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

$14,161,476 Top 37% higher than 63% 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

First Step 401(k) Retirement Savings Plan & Trust 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. First Step 401(k) Retirement Savings Plan & Trust sits mid-pack in the medium band (597 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Step 401(k) Retirement Savings Plan & Trust reported net income fell from $2M in the plan year 2023 filing to -$303K in the plan year 2024 filing.
  • First Step 401(k) Retirement Savings Plan & Trust reported participants fell from 619 in the plan year 2023 filing to 597 in the plan year 2024 filing.
  • First Step 401(k) Retirement Savings Plan & Trust end-of-year assets fell from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 710307372 · First Step, Inc. PY 2024 · 401(k)

First Step 401(k) Retirement Savings Plan & Trust · $14M · 597 · 63rd

  • EBSA $14M
  • PART 597
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan
  • VS-ST ind #11564

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 Arkansas →

First Step 401(k) Retirement Savings Plan & Trust in the asset neighbourhood

First Step 401(k) Retirement Savings Plan & TrustFirst Step 401(k) Retirement…$14MWaldon Adelman Castilla Mcnamara & Prout, Lllp Retirement PlanWaldon Adelman Castilla Mcna…$14MWilliams Lumber Inc. 401(k) Profit Sharing PlanWilliams Lumber Inc. 401(k) …$14MPhoenix Services LLC 401(k) PlanPhoenix Services LLC 401(k) …$14MMarquette Management Employees' 401(k) Retirement PlanMarquette Management Employe…$14M
End-of-year total assets ($M) among First Step 401(k) Retirement Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$303K
Employer EIN710307372
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Step, Inc.)

Sponsor-wide plan assets over time

All First Step, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 12.1952475528972% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.6M $14.2M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 611 $13M
2023 1 619 $14M
2024 1 597 $14M

Nearby 401(k) Plans in Arkansas

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

First Step 401(k) Retirement Savings Plan & Trust vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants First Step 401(k) Retirement Savings Plan & Trust, Total assets ($B): 0.014161476 · Participants: 597First Step 401(k) Retirement Savings Plan & TrustWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
First Step 401(k) Retirement Savings Plan & Trust vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare First Step 401(k) Retirement Savings Plan & Trust side-by-side with 3 peers →

First Step 401(k) Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan in GA ($14M); by covered participants it is Mtech 401(k) Plan in CO (597 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (597 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 First Step 401(k) Retirement Savings Plan & Trust assets move in 2024? ▼
First Step 401(k) Retirement Savings Plan & Trust edged down modestly - down 2.1% during 2024, from $14M to $14M. Reported net income was -$303K.
How have First Step, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Step, Inc.'s sponsor-wide assets grew 12.2%, from $13M to $14M.
Which 401(k) plans are similar in size to First Step 401(k) Retirement Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan in GA ($14M, 85 participants).
Which 401(k) plans cover a similar participant headcount to First Step 401(k) Retirement Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mtech 401(k) Plan in CO (597 participants, $60M 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 710307372.

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.