401(k) · DOL Form 5500 · 2022

Pathstone Corporation 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
496
Participants Below avg headcount
72nd
Percentile by assets National rank
$29,070
Avg per participant Low balance/head
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Official DOL plan name: Pathstone Corporation Retirement Plan · Sponsored by Pathstone Corporation · New York · Healthcare & Social Assistance

$14M in assets, 496 participants

Pathstone Corporation's Pathstone Corporation Retirement Plan reported $14M in total assets and 496 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,322 in Healthcare & Social Assistance (20,060 peers)

Pathstone Corporation multi-year trail

Pathstone Corporation's plans moved +38.9% in assets from 2022 to 2024; this filing shows Pathstone Corporation Retirement Plan at $14M / 496 participants.

#15,322
in Healthcare & Social Assistance (20,060 peers)
+3.5%
assets growth YoY

Pathstone Corporation Retirement Plan's outsized position by total assets

Pathstone Corporation Retirement Plan vs every filed plan by assets

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

$14,418,569 Top 28% higher than 72% 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 Corporation Retirement 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 Corporation Retirement Plan sits mid-pack in the medium band (496 participants).

Published 5500 schedule card

Filing strip 160984913 · Pathstone Corporation PY 2022 · 401(k)

Pathstone Corporation Retirement Plan · $14M · 496 · 72nd

  • RANK $14M
  • RANK 496
  • RANK 72nd
  • RANK 401(k)
  • RANK near Alatus Aerosystems 401(k) Plan
  • RANK ind #15322

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Pathstone Corporation Retirement Plan in the asset neighbourhood

Pathstone Corporation Retirement PlanPathstone Corporation Retire…$14MAlatus Aerosystems 401(k) PlanAlatus Aerosystems 401(k) Pl…$14MWestern States Lodging Employee Savings PlanWestern States Lodging Emplo…$14MMckinley Equipment Corporation Employee Retirement PlanMckinley Equipment Corporati…$14MRoadbuilders Machinery and Supply Co Inc 401(k) Profit Sharing PlanRoadbuilders Machinery and S…$14M
End-of-year total assets ($M) among Pathstone Corporation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pathstone Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Pathstone Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.93889886021283% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.4M $20M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 496 $14M
2023 1 518 $19M
2024 1 534 $20M

Pathstone Corporation filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$630K
Employer EIN160984913
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Pathstone Corporation Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pathstone Corporation Retirement Plan, Total assets ($B): 0.014418569 · Participants: 496Pathstone Corporation Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Pathstone Corporation Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pathstone Corporation Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Alatus Aerosystems 401(k) Plan in CA ($14M); by covered participants it is Intermedix Staffing 401(k) Plan in UT (496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (496 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 Corporation Retirement Plan assets move in 2022? ▼
Pathstone Corporation Retirement Plan edged up modestly - up 3.5% during 2022, from $14M to $14M. Reported net income was $630K.
How have Pathstone Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pathstone Corporation's sponsor-wide assets grew 38.9%, from $14M to $20M.
Which 401(k) plans are similar in size to Pathstone Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alatus Aerosystems 401(k) Plan in CA ($14M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Pathstone Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermedix Staffing 401(k) Plan in UT (496 participants, N/A 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 160984913.

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.