Other · DOL Form 5500 · 2022

Pathways in Education, Inc. Retirement Plan

Data updated 2026-08-11

$35M
Total assets
935
Participants
85th
Percentile by assets
$37,955
Avg per participant
PlainRetire home → About this data

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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$35M
total plan assets (2022 EOY)
935
covered participants
85th
percentile by assets (of 139,126 plans)
$37,955
avg assets per participant

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.

Where Options Educational 403(b) Retirement Plan sits 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

This plan $0 $2,010,000,000 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 2022

Options Educational 403(b) Retirement Plan vs the 2022 asset distribution

By assets, Options Educational 403(b) Retirement Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$35M
Net Income-$5M
Employer EIN020541020
Plan Effective Date1997-08-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Pathways in Education, Inc.)

$-20M$0M$20M$40M$60M 202220232024 $35.5M $0M ▼ -100.0%
Total plan assets by year, all Pathways in Education, Inc. plans on file
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.

Options Educational 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Options Educational …, Total assets ($B): 0.035488173 · Participants: 935Options Educational …Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
Options Educational 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Options Educational 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Options Educational 403(b) Retirement Plan assets move in 2022?
Options Educational 403(b) Retirement Plan pulled back noticeably - down 12.7% during 2022, from $41M to $35M. Reported net income was -$5M.
Where does Options Educational 403(b) Retirement Plan rank by assets among Form 5500 filers?
Options Educational 403(b) Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Options Educational 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Oklahoma State University Foundation 403(b) Retirement Plan in OK ($35M, 171 participants).

Next read for Options Educational 403(b) Retirement Pl…

Scale reading

Ways to act on Options Educational 403(b) Retirement Plan's numbers.

  • By total assets, Options Educational 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans