Other · DOL Form 5500 · 2024

Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
296
Participants Below avg headcount
65th
Percentile by assets National rank
$52,204
Avg per participant Low balance/head
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Official DOL plan name: Step, Inc. 403(b) Plan · Sponsored by Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. · Pennsylvania · Healthcare & Social Assistance

$15M in assets, 296 participants

Lycoming-Clinton Counties Comm. for Community Action (Step), Inc.'s Step, Inc. 403(b) Plan reported $15M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,853 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Step, Inc. 403(b) Plan covers 296 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#11,853
in Healthcare & Social Assistance (16,916 peers)
+5.9%
assets growth YoY

Step, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Step, Inc. 403(b) Plan vs every filed plan by assets

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

$15,452,292 Top 35% higher than 65% 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, Inc. 403(b) 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, Inc. 403(b) Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Step, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $859K in the plan year 2024 filing.
  • Step, Inc. 403(b) Plan reported participants rose from 253 in the plan year 2023 filing to 296 in the plan year 2024 filing.
  • Step, Inc. 403(b) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 231668784 · Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. PY 2024 · Other

Step, Inc. 403(b) Plan · $15M · 296 · 65th

  • TYPE $15M
  • TYPE 296
  • TYPE 65th
  • TYPE Other
  • TYPE near The Infirmary 403(b) Plan
  • TYPE ind #11853

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 Pennsylvania →

Step, Inc. 403(b) Plan in the asset neighbourhood

Kansas City Symphony 403(b) Retirement PlanKansas City Symphony 403(b) …$15MStarfish Family Services, Inc. DC PlanStarfish Family Services, In…$15MStep, Inc. 403(b) Plan$15MThe Infirmary 403(b) Plan$15MThe Harvey School Retirement PlanThe Harvey School Retirement…$15M
End-of-year total assets ($M) among Step, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$859K
Employer EIN231668784
Plan Effective Date1975-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lycoming-Clinton Counties Comm. for Community Action (Step), Inc.)

Sponsor-wide plan assets over time

All Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 18.225358584768514% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.1M $15.5M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 239 $13M
2023 1 253 $15M
2024 1 296 $15M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Step, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Step, Inc. 403(b) Plan, Total assets ($B): 0.015452292 · Participants: 296Step, Inc. 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Step, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Step, Inc. 403(b) Plan side-by-side with 3 peers →

Step, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Infirmary 403(b) Plan in AL ($15M); by covered participants it is Pueblo Community Health Center, Inc. Employer Contribution Plan in CO (296 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (296 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, Inc. 403(b) Plan assets move in 2024? ▼
Step, Inc. 403(b) Plan grew at a solid clip - up 5.9% during 2024, from $15M to $15M. Reported net income was $859K.
How have Lycoming-Clinton Counties Comm. for Community Action (Step), Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lycoming-Clinton Counties Comm. for Community Action (Step), Inc.'s sponsor-wide assets grew 18.2%, from $13M to $15M.
Which Other plans are similar in size to Step, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Infirmary 403(b) Plan in AL ($15M, 318 participants).
Which Other plans cover a similar participant headcount to Step, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Pueblo Community Health Center, Inc. Employer Contribution Plan in CO (296 participants, $28M 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 231668784.

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.