Other · DOL Form 5500 · 2023
PATHPOINT Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 386
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $46,031
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Pathpoint · Sponsored by PATHPOINT · California · Healthcare & Social Assistance
$18M in assets, 386 participants
PATHPOINT's 403(b) Thrift Plan of Pathpoint reported $18M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,280 in Healthcare & Social Assistance (17,684 peers)
PATHPOINT multi-year trail
PATHPOINT's plans moved +38.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Pathpoint at $18M / 386 participants.
- #13,280
- in Healthcare & Social Assistance (17,684 peers)
- +17.8%
- assets growth YoY
403(b) Thrift Plan of Pathpoint's outsized position by total assets
403(b) Thrift Plan of Pathpoint vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,768,057 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan of Pathpoint 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. 403(b) Thrift Plan of Pathpoint sits mid-pack in the medium band (386 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Pathpoint reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- 403(b) Thrift Plan of Pathpoint reported participants rose from 324 in the plan year 2022 filing to 386 in the plan year 2023 filing.
- 403(b) Thrift Plan of Pathpoint end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 952371668 · PATHPOINT PY 2023 · Other
403(b) Thrift Plan of Pathpoint · $18M · 386 · 70th
- NET $18M
- NET 386
- NET 70th
- NET Other
- NET near Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan
- NET ind #13280
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 California →
403(b) Thrift Plan of Pathpoint in the asset neighbourhood
PATHPOINT multi-year asset trail
Sponsor-wide plan assets over time
All PATHPOINT plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 38.21740220921264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 324 | $15M |
| 2023 | 1 | 386 | $18M |
| 2024 | 1 | 415 | $21M |
PATHPOINT filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 952371668 |
| Plan Effective Date | 1997-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
403(b) Thrift Plan of Pathpoint's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan in OH ($18M); by covered participants it is Amery Hospital & Clinic 403(b)Plan in MN (386 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (386 participants); asset peers above are excluded.
- Amery Hospital & Clinic 403(b)Plan (MN) 386 · 0 off
- Children's Home Society of West Virginia 403(b) Plan (WV) 386 · 0 off
- 403(b) Thrift Plan of Family Service League, Inc. (NY) 386 · 0 off
- Lindengrove, Inc. Tda Retirement Savings Plan (WI) 385 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.