PATHSTONE 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
PATHSTONE
This 401(k) plan holds $25M in total assets and serves 200 participants as of 2022. It is sponsored by PATHSTONE in Georgia. The plan reported positive net income of $727K for the year.
What the Filing Says About PATHSTONE 401(K) PLAN
PATHSTONE 401(K) PLAN is a 401(k) retirement plan sponsored by PATHSTONE, headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 200 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 271957427, and the plan has been effective since 2012-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $25M at the beginning of 2022 to $25M at year-end — a gain of 3.0%. Net assets (after liabilities) closed the year at $25M, with reported net income of $727K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $25M |
| Total Assets (End of Year) | $25M |
| Net Assets (End of Year) | $25M |
| Net Income | $727K |
| Plan Type | 401(k) |
| Employer EIN | 271957427 |
| Plan Effective Date | 2012-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (PATHSTONE)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $25M |
| 2023 | 1 | 283 | $39M |
| 2024 | 1 | 338 | $53M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- DELTA 401(K) RETIREMENT PLAN $16.2B · 83,136
- DELTA 401(K) RETIREMENT PLAN FOR PILOTS $13.7B · 13,283
- UPS 401(K) SAVINGS PLAN $13.1B · 102,231
- THE HOME DEPOT FUTUREBUILDER $12.6B · 413,365
- COX ENTERPRISES, INC. 401(K) PLAN $7.1B · 44,853
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 271957427.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.