401(k) · DOL Form 5500 · 2023

Pathway Society Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
94
Participants Small participant base
55th
Percentile by assets National rank
$88,413
Avg per participant Below avg balance/head
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Official DOL plan name: Pathway 401(k) Profit Sharing Plan · Sponsored by Pathway Society Inc. · California · Healthcare & Social Assistance

$8M in assets, 94 participants

Pathway Society Inc.'s Pathway 401(k) Profit Sharing Plan reported $8M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,640 in Healthcare & Social Assistance (17,684 peers)

Pathway Society Inc. multi-year trail

Pathway Society Inc.'s plans moved +43.3% in assets from 2022 to 2024; this filing shows Pathway 401(k) Profit Sharing Plan at $8M / 94 participants.

#10,640
in Healthcare & Social Assistance (17,684 peers)
+22.9%
assets growth YoY

Pathway 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pathway 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,310,801 Top 45% higher than 55% 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 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pathway 401(k) Profit Sharing Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pathway 401(k) Profit Sharing Plan reported net income rose from $521K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pathway 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pathway 401(k) Profit Sharing Plan reported participants rose from 89 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941688522 · Pathway Society Inc. PY 2023 · 401(k)

Pathway 401(k) Profit Sharing Plan · $8M · 94 · 55th

  • BOOK $8M
  • BOOK 94
  • BOOK 55th
  • BOOK 401(k)
  • BOOK near Whittlesea-Bell Retirement 401(k) Plan
  • BOOK ind #10640

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Pathway 401(k) Profit Sharing Plan in the asset neighbourhood

Pathway 401(k) Profit Sharing PlanPathway 401(k) Profit Sharin…$8MWhittlesea-Bell Retirement 401(k) PlanWhittlesea-Bell Retirement 4…$8MMeckley's Limestone, Inc. 401(k) Profit Sharing PlanMeckley's Limestone, Inc. 40…$8MTribridge Residential 401(k) PlanTribridge Residential 401(k)…$8MJavs Employee Retirement Plan$8M
End-of-year total assets ($M) among Pathway 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pathway Society Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pathway Society Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.30810278447955% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.76M $9.69M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 89 $7M
2023 1 94 $8M
2024 1 N/A $10M

Pathway Society Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN941688522
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pathway 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pathway 401(k) Profit Sharing Plan, Total assets ($B): 0.008310801 · Participants: 94Pathway 401(k) Profit Sharing 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 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pathway 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Whittlesea-Bell Retirement 401(k) Plan in NV ($8M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 401(k) Profit Sharing Plan assets move in 2023? ▼
Pathway 401(k) Profit Sharing Plan grew sharply - up 22.9% during 2023, from $7M to $8M. Reported net income was $2M.
How have Pathway Society Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pathway Society Inc.'s sponsor-wide assets grew 43.3%, from $7M to $10M.
Which 401(k) plans are similar in size to Pathway 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whittlesea-Bell Retirement 401(k) Plan in NV ($8M, 1,746 participants).
Which 401(k) plans cover a similar participant headcount to Pathway 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 941688522.

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.