401(k) · DOL Form 5500 · 2022
Pathward, National Association 401(k) Plan
Data updated 2026-08-11
- $109M
- Total assets
- 1,152
- Participants
- 93rd
- Percentile by assets
- $94,690
- Avg per participant
Official DOL plan name: Pathward, National Association 401(k) Plan · Sponsored by Pathward, National Association · South Dakota · Finance & Insurance
$109M in assets, 1,152 participants
Pathward, National Association's Pathward, National Association 401(k) Plan reported $109M in total assets and 1,152 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #8,249 in Finance & Insurance (9,261 peers)
Coverage in South Dakota
Pathward, National Association 401(k) Plan covers 1,152 participants in South Dakota, 3.4x the typical South Dakota plan (state average ~340 per filing). Assets: $109M.
- $109M
- total plan assets (2022 EOY)
- 1,152
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $94,690
- avg assets per participant
Participants vs South Dakota filers
In South Dakota, the average filing covers about 340 participants across 321 plans. Pathward, National Association 401(k) Plan reports 1,152 participants - 3.4x that state average ($109M EOY assets).
South Dakota filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $23M |
| Employer EIN | 420747941 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pathward, National Association)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,152 | $109M |
| 2023 | 1 | 1,195 | $151M |
| 2024 | 1 | 1,241 | $174M |
Nearby 401(k) Plans in South Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Pathward, National Association 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
- Black Hills Corporation 401(k) Retirement Savings Plan $615M · 2,873
- Good Samaritan Society 401(k) Plan $212M · 13,988
- Daktronics, Inc. 401(k) Plan $189M · 2,033
- Premier 401(k) Plan $184M · 1,883
- Poet Biorefining 401(k) Plan $172M · 2,022
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pathward, National Association 401(k) Plan by total assets, not by location.
- Tonkon Torp LLP Profit Sharing and 401(k) Plan (OR) $109M · 189
- Pinterest 401(k) Plan (CA) $109M · 1,567
- Nfi Group 401(k) Plan (CA) $109M · 2,621
- Associa, Inc. 401(k) Plan (TX) $109M · 6,134
Frequently Asked Questions
How did Pathward, National Association 401(k) Plan assets move in 2022? ▼
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Where does Pathward, National Association 401(k) Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Pathward, National Association 401(k) Plan's numbers.
- By total assets, Pathward, National Association 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in South Dakota. Compare plans
- Pathward, National Association's sponsor-wide assets have grown 59.2% since 2022 across 3 plan years on file. More Finance & Insurance plans