Other · DOL Form 5500 · 2023

Critical Path Institute Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
150
Participants Small participant base
75th
Percentile by assets National rank
$149,243
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Critical Path Institute 403(b) Plan · Sponsored by Critical Path Institute · Arizona · Professional & Technical Services

$22M in assets, 150 participants

Critical Path Institute's Critical Path Institute 403(b) Plan reported $22M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,185 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Critical Path Institute 403(b) Plan covers 150 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $22M.

#15,185
in Professional & Technical Services (20,321 peers)
+26.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Critical Path Institute 403(b) Plan's outsized position by total assets

Critical Path Institute 403(b) Plan vs every filed plan by assets

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

$22,386,455 Top 25% higher than 75% 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

Critical Path Institute 403(b) 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. Critical Path Institute 403(b) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Critical Path Institute 403(b) Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Critical Path Institute 403(b) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Critical Path Institute 403(b) Plan reported participants rose from 135 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201991334 · Critical Path Institute PY 2023 · Other

Critical Path Institute 403(b) Plan · $22M · 150 · 75th

  • BOOK $22M
  • BOOK 150
  • BOOK 75th
  • BOOK Other
  • BOOK near Sage Bionetworks Retirement Plan
  • BOOK ind #15185

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Critical Path Institute 403(b) Plan in the asset neighbourhood

Pacific Ridge School 403(b) DC PlanPacific Ridge School 403(b) …$22MSage Bionetworks Retirement PlanSage Bionetworks Retirement …$22MCritical Path Institute 403(b) PlanCritical Path Institute 403(…$22MEast Bay Community Action Program, Inc. Retirement PlanEast Bay Community Action Pr…$22MCity and Country School, Inc. Defined Contribution Retirement PlanCity and Country School, Inc…$22M
End-of-year total assets ($M) among Critical Path Institute 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN201991334
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Critical Path Institute)

Sponsor-wide plan assets over time

All Critical Path Institute plans reported in each filing year

Latest sponsor-wide plan assets
$26M 46.79331428641279% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $26.1M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 135 $18M
2023 1 150 $22M
2024 1 154 $26M

Nearby Other Plans in Arizona

Peer Other plans, same state, same plan type, ranked by total assets.

Critical Path Institute 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Critical Path Institute 403(b) Plan, Total assets ($B): 0.022386455 · Participants: 150Critical Path Institute 403(b) PlanHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.023668486 · Participants: 13597Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.291333345 · Participants: 7670Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($B): 0.163501548 · Participants: 11018Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.149956482 · Participants: 1887El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($B): 0.107432825 · Participants: 1914Kingman Regional Medical Center Employee Retirement Plan
Critical Path Institute 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Critical Path Institute 403(b) Plan side-by-side with 3 peers →

Critical Path Institute 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Sage Bionetworks Retirement Plan in WA ($22M); by covered participants it is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Critical Path Institute 403(b) Plan assets move in 2023? ▼
Critical Path Institute 403(b) Plan grew sharply - up 26.1% during 2023, from $18M to $22M. Reported net income was $5M.
How have Critical Path Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Critical Path Institute's sponsor-wide assets grew 46.8%, from $18M to $26M.
Where does Critical Path Institute 403(b) Plan rank by assets among Form 5500 filers? ▼
Critical Path Institute 403(b) Plan ranks in the 75th 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 Other plans are similar in size to Critical Path Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Sage Bionetworks Retirement Plan in WA ($22M, 108 participants).
Which Other plans cover a similar participant headcount to Critical Path Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants, $5M 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 201991334.

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.