401(k) · DOL Form 5500 · 2024
Step by Step, Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 1,203
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $19,777
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan for Employees of Step by Step, Inc · Sponsored by Step by Step, Inc. · Pennsylvania · Healthcare & Social Assistance
$24M in assets, 1,203 participants
Step by Step, Inc.'s Retirement Plan for Employees of Step by Step, Inc reported $24M in total assets and 1,203 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,108 in Healthcare & Social Assistance (16,916 peers)
Step by Step, Inc. multi-year trail
Step by Step, Inc.'s plans moved +23.5% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Step by Step, Inc at $24M / 1,203 participants.
- #13,108
- in Healthcare & Social Assistance (16,916 peers)
- +11.2%
- assets growth YoY
Retirement Plan for Employees of Step by Step, Inc's outsized position by total assets
Retirement Plan for Employees of Step by Step, Inc vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,791,604 Top 27% higher than 73% 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
Retirement Plan for Employees of Step by Step, Inc's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Step by Step, Inc lands in the large band (1,203 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Step by Step, Inc reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Retirement Plan for Employees of Step by Step, Inc end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Retirement Plan for Employees of Step by Step, Inc reported participants fell from 1,307 in the plan year 2023 filing to 1,203 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232053563 · Step by Step, Inc. PY 2024 · 401(k)
Retirement Plan for Employees of Step by Step, Inc · $24M · 1,203 · 73rd
- 5500 $24M
- 5500 1,203
- 5500 73rd
- 5500 401(k)
- 5500 near Bunting Group, Inc. 401(k) Plan
- 5500 ind #13108
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 →
Retirement Plan for Employees of Step by Step, Inc in the asset neighbourhood
Step by Step, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Step by Step, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 23.530103850712177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,122 | $19M |
| 2023 | 1 | 1,307 | $21M |
| 2024 | 1 | 1,203 | $24M |
Step by Step, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 232053563 |
| Plan Effective Date | 1978-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Retirement Plan for Employees of Step by Step, Inc's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Bunting Group, Inc. 401(k) Plan in KS ($24M); by covered participants it is Thompsongas LLC 401(k) Plan in MD (1,203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Bunting Group, Inc. 401(k) Plan (KS) $24M · 178
- Valley Stream Payroll Corp. 401(k) Plan (NY) $24M · 208
- Quapaw Tribe of Oklahoma (O-Gah-Pah) Commercial 401(k) Plan (OK) $24M · 1,540
- Palmer Johnson Incentive Savings Plan (WI) $24M · 177
Similar participant headcount
Nearest other-state filings by covered participants (1,203 participants); asset peers above are excluded.
- Thompsongas LLC 401(k) Plan (MD) 1,203 · 0 off
- Bamboo Hr LLC 401(k) Plan (UT) 1,203 · 0 off
- Grande Associates Asset Accumulation Plan (WI) 1,203 · 0 off
- Mueller Services, Inc. 401(k) Profit Sharing Plan and Trust (NY) 1,203 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.