Other · DOL Form 5500 · 2022
Pathways in Education, Inc. Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 935
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $37,955
- Avg per participant Low balance/head
Official DOL plan name: Options Educational 403(b) Retirement Plan · Sponsored by Pathways in Education, Inc. · California · Educational Services
$35M in assets, 935 participants
Pathways in Education, Inc.'s Options Educational 403(b) Retirement Plan reported $35M in total assets and 935 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #2,885 in Educational Services (4,024 peers)
Where Options Educational 403(b) Retirement Plan sits by assets
Options Educational 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 935 participants (~$37,955/participant), down 12.7% in 2022.
- #2,885
- in Educational Services (4,024 peers)
- -12.7%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Options Educational 403(b) Retirement Plan's outsized position by total assets
Options Educational 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,488,173 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Options Educational 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Options Educational 403(b) Retirement Plan sits mid-pack in the medium band (935 participants).
EBSA filing schedule strip
Filing strip 020541020 · Pathways in Education, Inc. PY 2022 · Other
Options Educational 403(b) Retirement Plan · $35M · 935 · 85th
- PART $35M
- TYPE 935
- NET 85th
- BOOK Other
- VS-ST near Oklahoma State University Foundation 403(b) Retirement Plan
- BOY ind #2885
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 Educational Services retirement plans → · Plans in California →
Options Educational 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$5M |
| Employer EIN | 020541020 |
| Plan Effective Date | 1997-08-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pathways in Education, Inc.)
Sponsor-wide plan assets over time
All Pathways in Education, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 935 | $35M |
| 2023 | 1 | 781 | $43M |
| 2024 | 1 | 781 | N/A |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Options Educational 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Oklahoma State University Foundation 403(b) Retirement Plan in OK ($35M); by covered participants it is 403(b) Thrift Plan of Lutheran Social Ministries of Maryland, Inc. in MD (935 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (935 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.