Other · DOL Form 5500 · 2023
The Pathway School Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $96,509
- Avg per participant Below avg balance/head
Official DOL plan name: The Pathway School Defined Contribution Retirement Plan · Sponsored by The Pathway School · Pennsylvania · Educational Services
$11M in assets, 118 participants
The Pathway School's The Pathway School Defined Contribution Retirement Plan reported $11M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #1,662 in Educational Services (3,735 peers)
Coverage in Pennsylvania
The Pathway School Defined Contribution Retirement Plan covers 118 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.
- #1,662
- in Educational Services (3,735 peers)
- +14.3%
- assets growth YoY
The Pathway School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Pathway School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,388,074 Top 39% higher than 61% 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
The Pathway School Defined Contribution Retirement 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. The Pathway School Defined Contribution Retirement Plan sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Pathway School Defined Contribution Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Pathway School Defined Contribution Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Pathway School Defined Contribution Retirement Plan reported participants fell from 126 in the plan year 2022 filing to 118 in the plan year 2023 filing.
DOL schedule card
Filing strip 232586474 · The Pathway School PY 2023 · Other
The Pathway School Defined Contribution Retirement Plan · $11M · 118 · 61st
- ASSETS $11M
- PCT 118
- EIN 61st
- RANK Other
- PHOTO near 403(b) Thrift Plan of L. I. Child and Family Development Services, Inc.
- IND ind #1662
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 Educational Services retirement plans → · Plans in Pennsylvania →
The Pathway School Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 232586474 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Pathway School)
Sponsor-wide plan assets over time
All The Pathway School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 24.49001553877924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $10M |
| 2023 | 1 | 118 | $11M |
| 2024 | 1 | 133 | $12M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
The Pathway School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of L. I. Child and Family Development Services, Inc. in NY ($11M); by covered participants it is The Archer School for Girls DC Retirement Plan in CA (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- The Archer School for Girls DC Retirement Plan (CA) 118 · 0 off
- Lincoln Institute of Land Policy 403(b) Retirement Plan (MA) 118 · 0 off
- Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. (MA) 118 · 0 off
- International Fellowship of Christians and Jews 403(b) Retirement Plan (IL) 118 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.