401(k) · DOL Form 5500 · 2023

Pathway Capital Management, LP 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
211
Participants Below avg headcount
86th
Percentile by assets National rank
$253,234
Avg per participant Above avg balance/head
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Official DOL plan name: Pathway Capital Management Salary Savings Plan · Sponsored by Pathway Capital Management, LP · California · Finance & Insurance

$53M in assets, 211 participants

Pathway Capital Management, LP's Pathway Capital Management Salary Savings Plan reported $53M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,983 in Finance & Insurance (8,869 peers)

Coverage in California

Pathway Capital Management Salary Savings Plan covers 211 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $53M.

#6,983
in Finance & Insurance (8,869 peers)
+31.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pathway Capital Management Salary Savings Plan's outsized position by total assets

Pathway Capital Management Salary Savings Plan vs every filed plan by assets

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

$53,432,421 Top 14% higher than 86% 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

Pathway Capital Management Salary 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. Pathway Capital Management Salary Savings Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pathway Capital Management Salary Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Pathway Capital Management Salary Savings Plan end-of-year assets rose from $41M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Pathway Capital Management Salary Savings Plan reported participants rose from 202 in the plan year 2022 filing to 211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954299348 · Pathway Capital Management, LP PY 2023 · 401(k)

Pathway Capital Management Salary Savings Plan · $53M · 211 · 86th

  • ASSETS $53M
  • PCT 211
  • EIN 86th
  • RANK 401(k)
  • PHOTO near Granger Construction Company 401(k) Profit Sharing Plan & Trust
  • IND ind #6983

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 California →

Pathway Capital Management Salary Savings Plan in the asset neighbourhood

Rogers Foam Corporation 401(k)/Profit Sharing PlanRogers Foam Corporation 401(…$53MGranger Construction Company 401(k) Profit Sharing Plan & TrustGranger Construction Company…$53MPathway Capital Management Salary Savings PlanPathway Capital Management S…$53MDavid Lerner Associates, Inc. 401(k) PlanDavid Lerner Associates, Inc…$53MDeseret-Blue Mountain 401(k) PlanDeseret-Blue Mountain 401(k)…$53M
End-of-year total assets ($M) among Pathway Capital Management Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$53M
Net Income$13M
Employer EIN954299348
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pathway Capital Management, LP)

Sponsor-wide plan assets over time

All Pathway Capital Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$67M 63.89474115903345% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $40.8M $66.8M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 202 $41M
2023 1 211 $53M
2024 1 234 $67M

Nearby 401(k) Plans in California

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

Pathway Capital Management Salary Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pathway Capital Management Salary Savings Plan, Total assets ($B): 0.053432421 · Participants: 211Pathway Capital Management Salary Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Pathway Capital Management Salary Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pathway Capital Management Salary Savings Plan side-by-side with 3 peers →

Pathway Capital Management Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Granger Construction Company 401(k) Profit Sharing Plan & Trust in MI ($53M); by covered participants it is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Pathway Capital Management Salary Savings Plan assets move in 2023? ▼
Pathway Capital Management Salary Savings Plan surged - up 31.1% during 2023, from $41M to $53M. Reported net income was $13M.
How have Pathway Capital Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pathway Capital Management, LP's sponsor-wide assets grew 63.9%, from $41M to $67M.
Where does Pathway Capital Management Salary Savings Plan rank by assets among Form 5500 filers? ▼
Pathway Capital Management Salary Savings Plan ranks in the 86th 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 Pathway Capital Management Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Granger Construction Company 401(k) Profit Sharing Plan & Trust in MI ($53M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Pathway Capital Management Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 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 954299348.

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.