401(k) · DOL Form 5500 · 2023

PATHSTONE 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
283
Participants Below avg headcount
83rd
Percentile by assets National rank
$136,261
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pathstone 401(k) Plan · Sponsored by PATHSTONE · Georgia · Finance & Insurance

$39M in assets, 283 participants

PATHSTONE's Pathstone 401(k) Plan reported $39M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,502 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Pathstone 401(k) Plan covers 283 participants in Georgia, about 26% of the average Georgia filer (state average ~1,096 per filing). Assets: $39M.

#6,502
in Finance & Insurance (8,869 peers)
+52.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pathstone 401(k) Plan's outsized position by total assets

Pathstone 401(k) Plan vs every filed plan by assets

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

$38,561,934 Top 17% higher than 83% 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

Pathstone 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. Pathstone 401(k) Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pathstone 401(k) Plan reported net income rose from $727K in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Pathstone 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Pathstone 401(k) Plan reported participants rose from 200 in the plan year 2022 filing to 283 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271957427 · PATHSTONE PY 2023 · 401(k)

Pathstone 401(k) Plan · $39M · 283 · 83rd

  • VS-ST $39M
  • BOY 283
  • SCH 83rd
  • EBSA 401(k)
  • PART near Fisher & Paykel Holdings, Inc. 401(k) Plan
  • TYPE ind #6502

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 Georgia →

Pathstone 401(k) Plan in the asset neighbourhood

Fisher & Paykel Holdings, Inc. 401(k) PlanFisher & Paykel Holdings, In…$39MScripps Health Inpatient Providers Medical Group, Inc. 401(k) PlanScripps Health Inpatient Pro…$39MC.F.G. 401(k) Plan$39MPathstone 401(k) Plan$39MMiller Kaplan Arase LLP 401(k) Profit Sharing PlanMiller Kaplan Arase LLP 401(…$39M
End-of-year total assets ($M) among Pathstone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$39M
Net Income$13M
Employer EIN271957427
Plan Effective Date2012-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PATHSTONE)

Sponsor-wide plan assets over time

All PATHSTONE plans reported in each filing year

Latest sponsor-wide plan assets
$53M 110.6573436173431% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25.2M $53.2M ▲ +110.7%
Year Plans Participants Total Assets
2022 1 200 $25M
2023 1 283 $39M
2024 1 338 $53M

Nearby 401(k) Plans in Georgia

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

Pathstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Pathstone 401(k) Plan, Total assets ($B): 0.038561934 · Participants: 283Pathstone 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Pathstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Pathstone 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Fisher & Paykel Holdings, Inc. 401(k) Plan in CA ($39M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Pathstone 401(k) Plan assets move in 2023? ▼
Pathstone 401(k) Plan surged - up 52.8% during 2023, from $25M to $39M. Reported net income was $13M.
How have PATHSTONE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PATHSTONE's sponsor-wide assets grew 110.7%, from $25M to $53M.
Where does Pathstone 401(k) Plan rank by assets among Form 5500 filers? ▼
Pathstone 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pathstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fisher & Paykel Holdings, Inc. 401(k) Plan in CA ($39M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Pathstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 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 271957427.

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.