Stepping Stones Healthcare Services 401(k) and retirement plans

Stepping Stones Healthcare Services, LLC, Boston, MA. EIN 46-5522100. Annual reports 2016–2024. Also filed as Pediatric Therapy Services, LLC; Speech Rehab Services LLC.

Stepping Stones Healthcare Services, LLC has one active retirement plan on file, the The Stepping Stones Group Retirement Plan, with 18,716 participants and $104 million in assets in 2024. Fidelity has been its recordkeeper since 2017. No traditional pension plan appears in Stepping Stones Healthcare Services's filings since 2016.

Active plans: 1
Participants: 18,716
Plan assets: $104 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

The Stepping Stones Group Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 46-5522100
Participants (2024): 18,716
Net assets (2024): $104 million
Recordkeeper: Fidelity2017–2024
Plan administrator: Stepping Stones Healthcare Services, LLC
184 High Street, Suite 701
Boston, MA 02111
(866) 447-6916As filed for 2024
In effect since: January 1, 2009

Plans merged into this one: Speech Rehab Services 401(k) Plan (2020).

Earlier sponsor: Pediatric Therapy Services, LLC (2016–2020).

Earlier plan names: Pediatric Therapy Services Retirement Savings Plan.

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	18,716	$104 million	Fidelity
2023	17,039	$80.8 million	Fidelity
2022	10,302	$57.6 million	Fidelity
2021	8,341	$61.4 million	Fidelity
2020	4,561	$29.6 million	Fidelity
2019	1,868	$18.6 million	Fidelity
2018	1,680	$14.0 million	Fidelity
2017	892	$7.4 million	Fidelity
2016	727	$3.7 million	not listed

Speech Rehab Services 401(k) Plan

401(k)Merged

Merged. In 2020 its assets moved to the The Stepping Stones Group Retirement Plan, sponsored by Stepping Stones Healthcare Services, LLC (EIN 46-5522100, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 46-5522100
Participants (2019): 227
Net assets (2019): $666,601
Recordkeeper: MassMutual2017–2020
Plan administrator: Pediatric Therapy Services, LLC
2586 Trailridge Drive East, Suite 100
Lafayette, CO 80023
(866) 447-6916As filed for 2020
In effect since: January 1, 2017

Earlier sponsor: Speech Rehab Services LLC (2017–2019).

Year by year, 2017 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	MassMutual
2019	227	$666,601	MassMutual
2018	154	$405,859	MassMutual
2017	107	$125,586	MassMutual

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the The Stepping Stones Group Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((866) 447-6916). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

The Stepping Stones Group Retirement Plan

Speech Rehab Services 401(k) Plan

If you had money in one of these plans

What these numbers are

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