401(k) · DOL Form 5500 · 2023

Pathstone Corporation 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
518
Participants Below avg headcount
71st
Percentile by assets National rank
$35,935
Avg per participant Low balance/head
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Official DOL plan name: Pathstone Corporation Retirement Plan · Sponsored by Pathstone Corporation · New York · Healthcare & Social Assistance

$19M in assets, 518 participants

Pathstone Corporation's Pathstone Corporation Retirement Plan reported $19M in total assets and 518 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,422 in Healthcare & Social Assistance (17,684 peers)

Pathstone Corporation multi-year trail

Pathstone Corporation's plans moved +38.9% in assets from 2022 to 2024; this filing shows Pathstone Corporation Retirement Plan at $19M / 518 participants.

#13,422
in Healthcare & Social Assistance (17,684 peers)
+29.1%
assets growth YoY

Pathstone Corporation Retirement Plan's outsized position by total assets

Pathstone Corporation Retirement Plan vs every filed plan by assets

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

$18,614,202 Top 29% higher than 71% 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

Pathstone Corporation 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. Pathstone Corporation Retirement Plan sits mid-pack in the medium band (518 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pathstone Corporation Retirement Plan reported net income rose from $630K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pathstone Corporation Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Pathstone Corporation Retirement Plan reported participants rose from 496 in the plan year 2022 filing to 518 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 160984913 · Pathstone Corporation PY 2023 · 401(k)

Pathstone Corporation Retirement Plan · $19M · 518 · 71st

  • NET $19M
  • BOOK 518
  • VS-ST 71st
  • BOY 401(k)
  • SCH near 403(b) Thrift Plan for Employees of Community Hospice, Inc.
  • EBSA ind #13422

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 New York →

Pathstone Corporation Retirement Plan in the asset neighbourhood

Full House Resorts, Inc. 401(k) PlanFull House Resorts, Inc. 401…$19MPathstone Corporation Retirement PlanPathstone Corporation Retire…$19M403(b) Thrift Plan for Employees of Community Hospice, Inc.403(b) Thrift Plan for Emplo…$19MMilo's Tea Company, Inc. Retirement Savings PlanMilo's Tea Company, Inc. Ret…$19MHome of the Innocents 401(k) and Retirement PlanHome of the Innocents 401(k)…$19M
End-of-year total assets ($M) among Pathstone Corporation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pathstone Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Pathstone Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.93889886021283% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.4M $20M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 496 $14M
2023 1 518 $19M
2024 1 534 $20M

Pathstone Corporation filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN160984913
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Pathstone Corporation Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pathstone Corporation Retirement Plan, Total assets ($B): 0.018614202 · Participants: 518Pathstone Corporation Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Pathstone Corporation Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pathstone Corporation Retirement Plan side-by-side with 3 peers →

Pathstone Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Community Hospice, Inc. in CA ($19M); by covered participants it is Capitol Business Equipment,Inc 401(k)Plan in AL (518 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (518 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 Pathstone Corporation Retirement Plan assets move in 2023? ▼
Pathstone Corporation Retirement Plan grew sharply - up 29.1% during 2023, from $14M to $19M. Reported net income was $4M.
How have Pathstone Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pathstone Corporation's sponsor-wide assets grew 38.9%, from $14M to $20M.
Which 401(k) plans are similar in size to Pathstone Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Community Hospice, Inc. in CA ($19M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Pathstone Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capitol Business Equipment,Inc 401(k)Plan in AL (518 participants, N/A 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 160984913.

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.