Other · DOL Form 5500 · 2024

Critical Path Institute Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
154
Participants Small participant base
75th
Percentile by assets National rank
$169,216
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Critical Path Institute 403(b) Plan · Sponsored by Critical Path Institute · Arizona · Professional & Technical Services

$26M in assets, 154 participants

Critical Path Institute's Critical Path Institute 403(b) Plan reported $26M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,117 in Professional & Technical Services (20,173 peers)

Coverage in Arizona

Critical Path Institute 403(b) Plan covers 154 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $26M.

#15,117
in Professional & Technical Services (20,173 peers)
+16.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Critical Path Institute 403(b) Plan's outsized position by total assets

Critical Path Institute 403(b) Plan vs every filed plan by assets

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

$26,059,191 Top 25% higher than 75% 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

Critical Path Institute 403(b) 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. Critical Path Institute 403(b) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Critical Path Institute 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Critical Path Institute 403(b) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Critical Path Institute 403(b) Plan reported participants rose from 150 in the plan year 2023 filing to 154 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 201991334 · Critical Path Institute PY 2024 · Other

Critical Path Institute 403(b) Plan · $26M · 154 · 75th

  • 5500 $26M
  • 5500 154
  • 5500 75th
  • 5500 Other
  • 5500 near Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan
  • 5500 ind #15117

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Critical Path Institute 403(b) Plan in the asset neighbourhood

Newberry Library DC Retirement PlanNewberry Library DC Retireme…$26MPuget Sound Kidney Centers Tax-Sheltered Annuity PlanPuget Sound Kidney Centers T…$26MSouthwestern PA Human Services, Inc. Tax Sheltered Annuity PlanSouthwestern PA Human Servic…$26MCritical Path Institute 403(b) PlanCritical Path Institute 403(…$26MStaten Island Academy Defined Contribution Retirement PlanStaten Island Academy Define…$26M
End-of-year total assets ($M) among Critical Path Institute 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN201991334
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Critical Path Institute)

Sponsor-wide plan assets over time

All Critical Path Institute plans reported in each filing year

Latest sponsor-wide plan assets
$26M 46.79331428641279% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $26.1M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 135 $18M
2023 1 150 $22M
2024 1 154 $26M

Nearby Other Plans in Arizona

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

Critical Path Institute 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Critical Path Institute 403(b) Plan, Total assets ($B): 0.026059191 · Participants: 154Critical Path Institute 403(b) PlanHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.159242046 · Participants: 14781Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.313477902 · Participants: 7789Operating Engineers Local 428 Annuity Trust FundEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.179629846 · Participants: 1976El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanBanner Health Employees 403(b) Plan, Total assets ($B): 0.172513637 · Participants: 11316Banner Health Employees 403(b) PlanKingman Healthcare, Inc. 403(b) Retirement Plan, Total assets ($B): 0.113715776 · Participants: 1897Kingman Healthcare, Inc. 403(b) Retirement Plan
Critical Path Institute 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Critical Path Institute 403(b) Plan side-by-side with 3 peers →

Critical Path Institute 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan in PA ($26M); by covered participants it is Ohio Dominican University Retirement Plan in OH (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Critical Path Institute 403(b) Plan assets move in 2024? ▼
Critical Path Institute 403(b) Plan grew sharply - up 16.4% during 2024, from $22M to $26M. Reported net income was $4M.
How have Critical Path Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Critical Path Institute's sponsor-wide assets grew 46.8%, from $18M to $26M.
Where does Critical Path Institute 403(b) Plan rank by assets among Form 5500 filers? ▼
Critical Path Institute 403(b) Plan ranks in the 75th 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 Other plans are similar in size to Critical Path Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Southwestern PA Human Services, Inc. Tax Sheltered Annuity Plan in PA ($26M, 559 participants).
Which Other plans cover a similar participant headcount to Critical Path Institute 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Ohio Dominican University Retirement Plan in OH (154 participants, $43M 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 201991334.

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.