401(k) · DOL Form 5500 · 2024

PATHSTONE 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
338
Participants Below avg headcount
85th
Percentile by assets National rank
$157,264
Avg per participant Above avg balance/head
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Official DOL plan name: Pathstone 401(k) Plan · Sponsored by PATHSTONE · Georgia · Finance & Insurance

$53M in assets, 338 participants

PATHSTONE's Pathstone 401(k) Plan reported $53M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,541 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Pathstone 401(k) Plan covers 338 participants in Georgia, about 31% of the average Georgia filer (state average ~1,096 per filing). Assets: $53M.

#6,541
in Finance & Insurance (8,549 peers)
+37.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pathstone 401(k) Plan's outsized position by total assets

Pathstone 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$53,155,355 Top 15% higher than 85% of 123,620 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 2024

Pathstone 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pathstone 401(k) Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pathstone 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Pathstone 401(k) Plan reported participants rose from 283 in the plan year 2023 filing to 338 in the plan year 2024 filing.
  • Pathstone 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 271957427 · PATHSTONE PY 2024 · 401(k)

Pathstone 401(k) Plan · $53M · 338 · 85th

  • PHOTO $53M
  • PHOTO 338
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Advanced Composites, Inc. 401(k) Retirement Plan
  • PHOTO ind #6541

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 Georgia →

Pathstone 401(k) Plan in the asset neighbourhood

Pathstone 401(k) Plan$53MAdvanced Composites, Inc. 401(k) Retirement PlanAdvanced Composites, Inc. 40…$53MMsrb 401(k) Retirement Plan$53MAscend Partner Services, LLC 401(k) PlanAscend Partner Services, LLC…$53MSpartronics 401(k) Plan$53M
End-of-year total assets ($M) among Pathstone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$53M
Net Income$15M
Employer EIN271957427
Plan Effective Date2012-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PATHSTONE)

Sponsor-wide plan assets over time

All PATHSTONE plans reported in each filing year

Latest sponsor-wide plan assets
$53M 110.6573436173431% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25.2M $53.2M ▲ +110.7%
Year Plans Participants Total Assets
2022 1 200 $25M
2023 1 283 $39M
2024 1 338 $53M

Nearby 401(k) Plans in Georgia

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

Pathstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Pathstone 401(k) Plan, Total assets ($B): 0.053155355 · Participants: 338Pathstone 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Pathstone 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Pathstone 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Advanced Composites, Inc. 401(k) Retirement Plan in OH ($53M); by covered participants it is Healthcrest Surgical 401(k) Plan in OK (338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pathstone 401(k) Plan assets move in 2024? ▼
Pathstone 401(k) Plan surged - up 37.8% during 2024, from $39M to $53M. Reported net income was $15M.
How have PATHSTONE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PATHSTONE's sponsor-wide assets grew 110.7%, from $25M to $53M.
Where does Pathstone 401(k) Plan rank by assets among Form 5500 filers? ▼
Pathstone 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pathstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Composites, Inc. 401(k) Retirement Plan in OH ($53M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Pathstone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcrest Surgical 401(k) Plan in OK (338 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271957427.

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.