401(k) · DOL Form 5500 · 2023

Path Forward Consulting 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
556
Participants Below avg headcount
56th
Percentile by assets National rank
$15,833
Avg per participant Low balance/head
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Official DOL plan name: Path Forward Consulting 401(k) Plan · Sponsored by Path Forward Consulting · Ohio · Professional & Technical Services

$9M in assets, 556 participants

Path Forward Consulting's Path Forward Consulting 401(k) Plan reported $9M in total assets and 556 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,037 in Professional & Technical Services (20,321 peers)

Path Forward Consulting multi-year trail

Path Forward Consulting's plans moved -65.1% in assets from 2022 to 2024; this filing shows Path Forward Consulting 401(k) Plan at $9M / 556 participants.

#11,037
in Professional & Technical Services (20,321 peers)
+29.9%
assets growth YoY

Path Forward Consulting 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Path Forward Consulting 401(k) Plan vs every filed plan by assets

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

$8,803,300 Top 44% higher than 56% 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

Path Forward Consulting 401(k) 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. Path Forward Consulting 401(k) Plan sits mid-pack in the medium band (556 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Path Forward Consulting 401(k) Plan reported net income rose from $234K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Path Forward Consulting 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Path Forward Consulting 401(k) Plan reported participants rose from 482 in the plan year 2022 filing to 556 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200378455 · Path Forward Consulting PY 2023 · 401(k)

Path Forward Consulting 401(k) Plan · $9M · 556 · 56th

  • 5500 $9M
  • 5500 556
  • 5500 56th
  • 5500 401(k)
  • 5500 near Nidec Elesys Americas 401(k) Retirement Plan
  • 5500 ind #11037

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Path Forward Consulting 401(k) Plan in the asset neighbourhood

Path Forward Consulting 401(k) PlanPath Forward Consulting 401(…$9MNidec Elesys Americas 401(k) Retirement PlanNidec Elesys Americas 401(k)…$9MCrown Health Care Laundry Services 401(k) PlanCrown Health Care Laundry Se…$9MAuvil Fruit 401(k) Plan$9MOdyssea Marine, Inc. 401(k) PlanOdyssea Marine, Inc. 401(k) …$9M
End-of-year total assets ($M) among Path Forward Consulting 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Path Forward Consulting multi-year asset trail

Sponsor-wide plan assets over time

All Path Forward Consulting plans reported in each filing year

Latest sponsor-wide plan assets
$2M 65.10223487304113% vs 2022
2024 filing year
$0M$2M$4M$6M$8M$10M 202220232024 $6.77M $2.36M ▼ -65.1%
Year Plans Participants Total Assets
2022 1 482 $7M
2023 1 556 $9M
2024 1 462 $2M

Path Forward Consulting filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN200378455
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Path Forward Consulting 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Path Forward Consulting 401(k) Plan, Total assets ($B): 0.0088033 · Participants: 556Path Forward Consulting 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Path Forward Consulting 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Path Forward Consulting 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Nidec Elesys Americas 401(k) Retirement Plan in GA ($9M); by covered participants it is J.W. Speaker Corporation 401 (K) Plan in WI (556 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (556 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 Path Forward Consulting 401(k) Plan assets move in 2023? ▼
Path Forward Consulting 401(k) Plan grew sharply - up 29.9% during 2023, from $7M to $9M. Reported net income was $1M.
How have Path Forward Consulting plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Path Forward Consulting's sponsor-wide assets declined 65.1%, from $7M to $2M.
Which 401(k) plans are similar in size to Path Forward Consulting 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nidec Elesys Americas 401(k) Retirement Plan in GA ($9M, 68 participants).
Which 401(k) plans cover a similar participant headcount to Path Forward Consulting 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J.W. Speaker Corporation 401 (K) Plan in WI (556 participants, $41M 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 200378455.

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.