401(k) · DOL Form 5500 · 2023

Pathward, National Association 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
1,195
Participants Near avg headcount
94th
Percentile by assets National rank
$126,288
Avg per participant Near avg balance/head
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Official DOL plan name: Pathward, National Association 401(k) Plan · Sponsored by Pathward, National Association · South Dakota · Finance & Insurance

$151M in assets, 1,195 participants

Pathward, National Association's Pathward, National Association 401(k) Plan reported $151M in total assets and 1,195 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,979 in Finance & Insurance (8,869 peers)

Coverage in South Dakota

Pathward, National Association 401(k) Plan covers 1,195 participants in South Dakota, 3.5x the typical South Dakota plan (state average ~340 per filing). Assets: $151M.

#7,979
in Finance & Insurance (8,869 peers)
+38.3%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Pathward, National Association 401(k) Plan's outsized position by total assets

Pathward, National Association 401(k) Plan vs every filed plan by assets

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

$150,914,631 Top 6% higher than 94% 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

Pathward, National Association 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pathward, National Association 401(k) Plan lands in the large band (1,195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pathward, National Association 401(k) Plan reported net income rose from $23M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Pathward, National Association 401(k) Plan end-of-year assets rose from $109M in the plan year 2022 filing to $151M in the plan year 2023 filing.
  • Pathward, National Association 401(k) Plan reported participants rose from 1,152 in the plan year 2022 filing to 1,195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420747941 · Pathward, National Association PY 2023 · 401(k)

Pathward, National Association 401(k) Plan · $151M · 1,195 · 94th

  • EBSA $151M
  • PART 1,195
  • TYPE 94th
  • NET 401(k)
  • BOOK near Ricoh Electronics, Inc. Employees' Savings and Retirement Plan
  • VS-ST ind #7979

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 South Dakota →

Pathward, National Association 401(k) Plan in the asset neighbourhood

Careoregon, Inc. 401(k) Plan$151MRicoh Electronics, Inc. Employees' Savings and Retirement PlanRicoh Electronics, Inc. Empl…$151MPathward, National Association 401(k) PlanPathward, National Associati…$151MIap Worldwide Services Retirement Savings PlanIap Worldwide Services Retir…$151MMaci Associates 401(k) Savings PlanMaci Associates 401(k) Savin…$151M
End-of-year total assets ($M) among Pathward, National Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Dakota filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$151M
Net Income$42M
Employer EIN420747941
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pathward, National Association)

Sponsor-wide plan assets over time

All Pathward, National Association plans reported in each filing year

Latest sponsor-wide plan assets
$174M 59.20449925843073% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $109M $174M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 1,152 $109M
2023 1 1,195 $151M
2024 1 1,241 $174M

Nearby 401(k) Plans in South Dakota

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

Pathward, National Association 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants Pathward, National Association 401(k) Plan, Total assets ($M): 150.914631 · Participants: 1195Pathward, National Association 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Pathward, National Association 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Pathward, National Association 401(k) Plan side-by-side with 3 peers →

Pathward, National Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Ricoh Electronics, Inc. Employees' Savings and Retirement Plan in GA ($151M); by covered participants it is Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan in MI (1,195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,195 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 Pathward, National Association 401(k) Plan assets move in 2023? ▼
Pathward, National Association 401(k) Plan surged - up 38.3% during 2023, from $109M to $151M. Reported net income was $42M.
How have Pathward, National Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pathward, National Association's sponsor-wide assets grew 59.2%, from $109M to $174M.
Where does Pathward, National Association 401(k) Plan rank by assets among Form 5500 filers? ▼
Pathward, National Association 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pathward, National Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ricoh Electronics, Inc. Employees' Savings and Retirement Plan in GA ($151M, 611 participants).
Which 401(k) plans cover a similar participant headcount to Pathward, National Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan in MI (1,195 participants, $33M 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 420747941.

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.