401(k) · DOL Form 5500 · 2024

One Step Up, Ltd 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
170
Participants Small participant base
77th
Percentile by assets National rank
$169,897
Avg per participant Above avg balance/head
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Official DOL plan name: One Step Up, Ltd 401(k) Plan · Sponsored by One Step Up, Ltd · New York · Wholesale Trade

$29M in assets, 170 participants

One Step Up, Ltd's One Step Up, Ltd 401(k) Plan reported $29M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,552 in Wholesale Trade (6,080 peers)

Coverage in New York

One Step Up, Ltd 401(k) Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $29M.

#4,552
in Wholesale Trade (6,080 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

One Step Up, Ltd 401(k) Plan's outsized position by total assets

One Step Up, Ltd 401(k) Plan vs every filed plan by assets

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

$28,882,458 Top 23% higher than 77% 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

One Step Up, Ltd 401(k) 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. One Step Up, Ltd 401(k) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • One Step Up, Ltd 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • One Step Up, Ltd 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • One Step Up, Ltd 401(k) Plan reported participants fell from 179 in the plan year 2023 filing to 170 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133158610 · One Step Up, Ltd PY 2024 · 401(k)

One Step Up, Ltd 401(k) Plan · $29M · 170 · 77th

  • ASSETS $29M
  • ASSETS 170
  • ASSETS 77th
  • ASSETS 401(k)
  • ASSETS near Livewire Ev, LLC 401(k) Plan
  • ASSETS ind #4552

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 Wholesale Trade retirement plans → · Plans in New York →

One Step Up, Ltd 401(k) Plan in the asset neighbourhood

One Step Up, Ltd 401(k) Plan$29MLivewire Ev, LLC 401(k) Plan$29MFirst Financial Credit Union 401(k) Plan and TrustFirst Financial Credit Union…$29MJkj Savings Plan$29MCommunity Health Center Retirement PlanCommunity Health Center Reti…$29M
End-of-year total assets ($M) among One Step Up, Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN133158610
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (One Step Up, Ltd)

Sponsor-wide plan assets over time

All One Step Up, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$29M 41.891725390169036% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.4M $28.9M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 208 $20M
2023 1 179 $24M
2024 1 170 $29M

Nearby 401(k) Plans in New York

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

One Step Up, Ltd 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants One Step Up, Ltd 401(k) Plan, Total assets ($B): 0.028882458 · Participants: 170One Step Up, Ltd 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
One Step Up, Ltd 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare One Step Up, Ltd 401(k) Plan side-by-side with 3 peers →

One Step Up, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Livewire Ev, LLC 401(k) Plan in WI ($29M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (170 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 One Step Up, Ltd 401(k) Plan assets move in 2024? ▼
One Step Up, Ltd 401(k) Plan grew sharply - up 21.1% during 2024, from $24M to $29M. Reported net income was $5M.
How have One Step Up, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), One Step Up, Ltd's sponsor-wide assets grew 41.9%, from $20M to $29M.
Where does One Step Up, Ltd 401(k) Plan rank by assets among Form 5500 filers? ▼
One Step Up, Ltd 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to One Step Up, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Livewire Ev, LLC 401(k) Plan in WI ($29M, 234 participants).
Which 401(k) plans cover a similar participant headcount to One Step Up, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants, $1M 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 133158610.

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.