Other · DOL Form 5500 · 2024

PATHPOINT Retirement Plan

Data updated 2026-08-11

$21M
Total assets
415
Participants
71st
Percentile by assets
$50,248
Avg per participant
PlainRetire home → About this data

Official DOL plan name: 403(b) Thrift Plan for Employees of Pathpoint · Sponsored by PATHPOINT · California · Healthcare & Social Assistance

$21M in assets, 415 participants

PATHPOINT's 403(b) Thrift Plan for Employees of Pathpoint reported $21M in total assets and 415 participants in its 2024 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.

  • 71st percentile by assets (of 123,622 plans)
  • #12,768 in Healthcare & Social Assistance (16,916 peers)

PATHPOINT multi-year trail

PATHPOINT's plans moved +38.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Pathpoint at $21M / 415 participants.

$21M
total plan assets (2024 EOY)
415
covered participants
71st
percentile by assets (of 123,622 plans)
$50,248
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Pathpoint end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Pathpoint reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Pathpoint reported participants rose from 386 in the plan year 2023 filing to 415 in the plan year 2024 filing.

See the national 2023→2024 release diff →

PATHPOINT across 3 plan years on file

Across the 3 plan years PATHPOINT has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $21M, a gain of 38.2%, while reported participants moved from 324 to 415 (+28.1%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($15M).

PATHPOINT multi-year asset trail

$14M$16M$18M$20M$22M 202220232024 $15.1M $20.9M ▲ +38.2%
Total plan assets by year, all PATHPOINT plans on file
Year Plans Participants Total Assets
2022 1 324 $15M
2023 1 386 $18M
2024 1 415 $21M

PATHPOINT filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN952371668
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

403(b) Thrift Plan for Employees of Pathpoint vs. nearby Other plans in California, assets vs. participants

403(b) Thrift Plan for Employees of Pathpoint vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan f…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
403(b) Thrift Plan for Employees of Pathpoint vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan for Employees of Pathpoint by total assets, not by location.

Frequently Asked Questions

How did 403(b) Thrift Plan for Employees of Pathpoint assets move in 2024?
403(b) Thrift Plan for Employees of Pathpoint grew sharply - up 17.4% during 2024, from $18M to $21M. Reported net income was $3M.
How have PATHPOINT plan assets changed over time?
Across 3 plan years on file (2022-2024), PATHPOINT's sponsor-wide assets grew 38.2%, from $15M to $21M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Pathpoint?
Among Other plans in other states, the closest by assets is United Hospital District 403(b) Plan in MN ($21M, 257 participants).

Next read for 403(b) Thrift Plan for Employees of Path…

Multi-year trail

Ways to act on 403(b) Thrift Plan for Employees of Pathpoint's numbers.