Other · DOL Form 5500 · 2023
Pathways in Education, Inc. Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 781
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $54,793
- Avg per participant Low balance/head
Official DOL plan name: Options Educational 403(b) Retirement Plan · Sponsored by Pathways in Education, Inc. · California · Educational Services
$43M in assets, 781 participants
Pathways in Education, Inc.'s Options Educational 403(b) Retirement Plan reported $43M in total assets and 781 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,650 in Educational Services (3,735 peers)
Where Options Educational 403(b) Retirement Plan sits by assets
Options Educational 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 781 participants (~$54,793/participant), up 20.6% in 2023.
- #2,650
- in Educational Services (3,735 peers)
- +20.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Options Educational 403(b) Retirement Plan's outsized position by total assets
Options Educational 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,793,126 Top 16% higher than 84% 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
Options Educational 403(b) 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. Options Educational 403(b) Retirement Plan sits mid-pack in the medium band (781 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Options Educational 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Options Educational 403(b) Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Options Educational 403(b) Retirement Plan reported participants fell from 935 in the plan year 2022 filing to 781 in the plan year 2023 filing.
DOL schedule card
Filing strip 020541020 · Pathways in Education, Inc. PY 2023 · Other
Options Educational 403(b) Retirement Plan · $43M · 781 · 84th
- PHOTO $43M
- IND 781
- EOY 84th
- 5500 Other
- ASSETS near Moravian Academy 403(b) DC Plan
- PCT ind #2650
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 California →
Options Educational 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $7M |
| Employer EIN | 020541020 |
| Plan Effective Date | 1997-08-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pathways in Education, Inc.)
Sponsor-wide plan assets over time
All Pathways in Education, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 935 | $35M |
| 2023 | 1 | 781 | $43M |
| 2024 | 1 | 781 | N/A |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Options Educational 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Moravian Academy 403(b) DC Plan in PA ($43M); by covered participants it is Oriana House, Inc. 403(b) Retirement Plan in OH (781 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Moravian Academy 403(b) DC Plan (PA) $43M · 188
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan (OH) $43M · 425
- The Boys' Latin School Retirement Plan (MD) $43M · 131
- Utimco 403(b) Tax Sheltered Annuity Plan (TX) $43M · 123
Similar participant headcount
Nearest other-state filings by covered participants (781 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.