Other · DOL Form 5500 · 2024
PATHPOINT Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 415
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $50,248
- Avg per participant Low balance/head
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.
- #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.
- #12,768
- in Healthcare & Social Assistance (16,916 peers)
- +17.4%
- assets growth YoY
403(b) Thrift Plan for Employees of Pathpoint's outsized position by total assets
403(b) Thrift Plan for Employees of Pathpoint vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,852,865 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403(b) Thrift Plan for Employees of Pathpoint 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. 403(b) Thrift Plan for Employees of Pathpoint sits mid-pack in the medium band (415 participants).
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.
Published 5500 schedule card
Filing strip 952371668 · PATHPOINT PY 2024 · Other
403(b) Thrift Plan for Employees of Pathpoint · $21M · 415 · 71st
- TYPE $21M
- NET 415
- BOOK 71st
- VS-ST Other
- BOY near United Hospital District 403(b) Plan
- SCH ind #12768
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 →
403(b) Thrift Plan for Employees of Pathpoint in the asset neighbourhood
PATHPOINT multi-year asset trail
Sponsor-wide plan assets over time
All PATHPOINT plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 38.21740220921264% vs 2022
- 2024 filing year
| 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 EIN | 952371668 |
| Plan Effective Date | 1997-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
403(b) Thrift Plan for Employees of Pathpoint's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is United Hospital District 403(b) Plan in MN ($21M); by covered participants it is Kennebec Behavioral Health 403(b) Plan in ME (415 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (415 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.