Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

403(B) THRIFT PLAN OF PATHPOINT

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PATHPOINT

This Profit Sharing plan holds $15M in total assets and serves 324 participants as of 2022. It is sponsored by PATHPOINT in California. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$15M
Participants
324
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(B) THRIFT PLAN OF PATHPOINT

403(B) THRIFT PLAN OF PATHPOINT is a Profit Sharing retirement plan sponsored by PATHPOINT, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 324 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 952371668, and the plan has been effective since 1997-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $15M at year-end — a decline of 18.0%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-3,306,170 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)$18M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$-3,306,170
Plan TypeProfit Sharing
Employer EIN952371668
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PATHPOINT)

Year Plans Participants Total Assets
2022 1 324 $15M
2023 1 386 $18M
2024 1 415 $21M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 403(B) THRIFT PLAN OF PATHPOINT?
As of the 2022 Form 5500 filing, 403(B) THRIFT PLAN OF PATHPOINT holds $15M in total assets with 324 participants. It is sponsored by PATHPOINT.
What type of plan is 403(B) THRIFT PLAN OF PATHPOINT?
403(B) THRIFT PLAN OF PATHPOINT is a Profit Sharing plan. It has been effective since 1997-12-01. The plan is filed with the U.S. Department of Labor under EIN 952371668.
Who sponsors the 403(B) THRIFT PLAN OF PATHPOINT?
403(B) THRIFT PLAN OF PATHPOINT is sponsored by PATHPOINT, located in California. The sponsor's EIN is 952371668 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(B) THRIFT PLAN OF PATHPOINT perform in 2022?
403(B) THRIFT PLAN OF PATHPOINT declined by 18.0% during 2022, moving from $18M to $15M in total assets. Net income was $-3,306,170.
Where can I find official filings for 403(B) THRIFT PLAN OF PATHPOINT?
Official Form 5500 filings for 403(B) THRIFT PLAN OF PATHPOINT are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952371668 or plan name at efast.dol.gov.
How does 403(B) THRIFT PLAN OF PATHPOINT compare to other plans?
You can compare 403(B) THRIFT PLAN OF PATHPOINT against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 952371668.

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.

Data sourced from official public datasets. See our methodology for details.