401(k) · DOL Form 5500 · 2022

PATHSTONE 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
200
Participants Below avg headcount
81st
Percentile by assets National rank
$126,165
Avg per participant Near avg balance/head
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Official DOL plan name: Pathstone 401(k) Plan · Sponsored by PATHSTONE · Georgia · Finance & Insurance

$25M in assets, 200 participants

PATHSTONE's Pathstone 401(k) Plan reported $25M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,377 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Pathstone 401(k) Plan covers 200 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $25M.

#6,377
in Finance & Insurance (9,261 peers)
+3.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pathstone 401(k) Plan's outsized position by total assets

Pathstone 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,233,089 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Pathstone 401(k) 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. Pathstone 401(k) Plan sits mid-pack in the medium band (200 participants).

EBSA filing schedule strip

Filing strip 271957427 · PATHSTONE PY 2022 · 401(k)

Pathstone 401(k) Plan · $25M · 200 · 81st

  • NET $25M
  • BOOK 200
  • VS-ST 81st
  • BOY 401(k)
  • SCH near Icertis 401(k) Plan
  • EBSA ind #6377

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 Finance & Insurance retirement plans → · Plans in Georgia →

Pathstone 401(k) Plan in the asset neighbourhood

Gbbn Architects, Inc. 401(k) Savings PlanGbbn Architects, Inc. 401(k)…$25MPathstone 401(k) Plan$25MIcertis 401(k) Plan$25MMci USA 401(k) Savings Plan$25MAmerican National Bank & Trust Company Employees' Savings PlanAmerican National Bank & Tru…$25M
End-of-year total assets ($M) among Pathstone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income$727K
Employer EIN271957427
Plan Effective Date2012-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PATHSTONE)

Sponsor-wide plan assets over time

All PATHSTONE plans reported in each filing year

Latest sponsor-wide plan assets
$53M 110.6573436173431% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25.2M $53.2M ▲ +110.7%
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.

Pathstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Pathstone 401(k) Plan, Total assets ($B): 0.025233089 · Participants: 200Pathstone 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Pathstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Pathstone 401(k) Plan side-by-side with 3 peers →

Pathstone 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Icertis 401(k) Plan in WA ($25M); by covered participants it is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (200 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.

Frequently Asked Questions

How did Pathstone 401(k) Plan assets move in 2022? ▼
Pathstone 401(k) Plan edged up modestly - up 3.0% during 2022, from $25M to $25M. Reported net income was $727K.
How have PATHSTONE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PATHSTONE's sponsor-wide assets grew 110.7%, from $25M to $53M.
Where does Pathstone 401(k) Plan rank by assets among Form 5500 filers? ▼
Pathstone 401(k) Plan ranks in the 81st 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 401(k) plans are similar in size to Pathstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Icertis 401(k) Plan in WA ($25M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Pathstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants, $22M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.