Profit Sharing · DOL Form 5500 · 2024
Step Forward Profit Sharing Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 358
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $60,114
- Avg per participant Low balance/head
Official DOL plan name: Step Forward 403(b) Retirement Plan · Sponsored by Step Forward · Ohio · Other Services
$22M in assets, 358 participants
Step Forward's Step Forward 403(b) Retirement Plan reported $22M in total assets and 358 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,529 in Other Services (7,719 peers)
Coverage in Ohio
Step Forward 403(b) Retirement Plan covers 358 participants in Ohio, about 47% of the average Ohio filer (state average ~765 per filing). Assets: $22M.
- #6,529
- in Other Services (7,719 peers)
- -1.9%
- assets change YoY
The plan reported a net loss of $413K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Step Forward 403(b) Retirement Plan's outsized position by total assets
Step Forward 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,520,975 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Step Forward 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 Forward 403(b) Retirement Plan sits mid-pack in the medium band (358 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Step Forward 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$413K in the plan year 2024 filing.
- Step Forward 403(b) Retirement Plan reported participants fell from 484 in the plan year 2023 filing to 358 in the plan year 2024 filing.
- Step Forward 403(b) Retirement Plan end-of-year assets fell from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 340965350 · Step Forward PY 2024 · Profit Sharing
Step Forward 403(b) Retirement Plan · $22M · 358 · 72nd
- EOY $22M
- 5500 358
- ASSETS 72nd
- PCT Profit Sharing
- EIN near Aua Discretionary Contribution Plan
- RANK ind #6529
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 Other Services retirement plans → · Plans in Ohio →
Step Forward 403(b) Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$413K |
| Employer EIN | 340965350 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Step Forward)
Sponsor-wide plan assets over time
All Step Forward plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 7.366960552112574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 368 | $20M |
| 2023 | 1 | 484 | $22M |
| 2024 | 1 | 358 | $22M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Step Forward 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Aua Discretionary Contribution Plan in MD ($22M); by covered participants it is Artis Naples, Inc. Retirement Plan in FL (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (358 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.