401(k) · DOL Form 5500 · 2023

Pathfinder Bank 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
197
Participants Below avg headcount
73rd
Percentile by assets National rank
$103,441
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pathfinder Bank 401(k) Savings Plan · Sponsored by Pathfinder Bank · New York · Finance & Insurance

$20M in assets, 197 participants

Pathfinder Bank's Pathfinder Bank 401(k) Savings Plan reported $20M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,286 in Finance & Insurance (8,869 peers)

Coverage in New York

Pathfinder Bank 401(k) Savings Plan covers 197 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $20M.

#5,286
in Finance & Insurance (8,869 peers)
+10.9%
assets growth YoY

Pathfinder Bank 401(k) Savings Plan's outsized position by total assets

Pathfinder Bank 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,377,965 Top 27% higher than 73% of 127,068 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 2023

Pathfinder Bank 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pathfinder Bank 401(k) Savings Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pathfinder Bank 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pathfinder Bank 401(k) Savings Plan reported participants rose from 167 in the plan year 2022 filing to 197 in the plan year 2023 filing.
  • Pathfinder Bank 401(k) Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 150408130 · Pathfinder Bank PY 2023 · 401(k)

Pathfinder Bank 401(k) Savings Plan · $20M · 197 · 73rd

  • BOOK $20M
  • VS-ST 197
  • BOY 73rd
  • SCH 401(k)
  • EBSA near Rehabilitation Associates, Inc. 401(k) Plan
  • PART ind #5286

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 New York →

Pathfinder Bank 401(k) Savings Plan in the asset neighbourhood

Pathfinder Bank 401(k) Savings PlanPathfinder Bank 401(k) Savin…$20MRehabilitation Associates, Inc. 401(k) PlanRehabilitation Associates, I…$20MComresource, Inc. 401(k) Profit Sharing PlanComresource, Inc. 401(k) Pro…$20MDemontrond Automotive Group, Inc. 401(k) ProfitDemontrond Automotive Group,…$20MPioneer Valley Cardiology, PC 401(k) PlanPioneer Valley Cardiology, P…$20M
End-of-year total assets ($M) among Pathfinder Bank 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN150408130
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pathfinder Bank)

Sponsor-wide plan assets over time

All Pathfinder Bank plans reported in each filing year

Latest sponsor-wide plan assets
$45M 8.41449980074544% vs 2022
2024 filing year
$40M$42M$44M$46M 202220232024 $41.8M $45.3M ▲ +8.4%
Year Plans Participants Total Assets
2022 3 331 $42M
2023 3 363 $44M
2024 3 436 $45M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pathfinder Bank 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pathfinder Bank 401(k) Savings Plan, Total assets ($B): 0.020377965 · Participants: 197Pathfinder Bank 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Pathfinder Bank 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pathfinder Bank 401(k) Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Rehabilitation Associates, Inc. 401(k) Plan in CT ($20M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pathfinder Bank 401(k) Savings Plan assets move in 2023? ▼
Pathfinder Bank 401(k) Savings Plan grew at a solid clip - up 10.9% during 2023, from $18M to $20M. Reported net income was $2M.
How have Pathfinder Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pathfinder Bank's sponsor-wide assets grew 8.4%, from $42M to $45M.
Which 401(k) plans are similar in size to Pathfinder Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rehabilitation Associates, Inc. 401(k) Plan in CT ($20M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Pathfinder Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rave 401(k) Plan in MA (197 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 150408130.

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.