401(k) · DOL Form 5500 · 2024

Pathward, National Association 401(k) Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
1,241
Participants Near avg headcount
94th
Percentile by assets National rank
$139,939
Avg per participant Near avg balance/head
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Official DOL plan name: Pathward, National Association 401(k) Plan · Sponsored by Pathward, National Association · South Dakota · Finance & Insurance

$174M in assets, 1,241 participants

Pathward, National Association's Pathward, National Association 401(k) Plan reported $174M in total assets and 1,241 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,693 in Finance & Insurance (8,549 peers)

Coverage in South Dakota

Pathward, National Association 401(k) Plan covers 1,241 participants in South Dakota, 3.7x the typical South Dakota plan (state average ~340 per filing). Assets: $174M.

#7,693
in Finance & Insurance (8,549 peers)
+15.1%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Pathward, National Association 401(k) Plan's outsized position by total assets

Pathward, National Association 401(k) Plan vs every filed plan by assets

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

$173,664,829 Top 6% higher than 94% 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

Pathward, National Association 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pathward, National Association 401(k) Plan lands in the large band (1,241 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pathward, National Association 401(k) Plan reported net income fell from $42M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Pathward, National Association 401(k) Plan end-of-year assets rose from $151M in the plan year 2023 filing to $174M in the plan year 2024 filing.
  • Pathward, National Association 401(k) Plan reported participants rose from 1,195 in the plan year 2023 filing to 1,241 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420747941 · Pathward, National Association PY 2024 · 401(k)

Pathward, National Association 401(k) Plan · $174M · 1,241 · 94th

  • VS-ST $174M
  • BOY 1,241
  • SCH 94th
  • EBSA 401(k)
  • PART near Excelitas Technologies Savings Plan
  • TYPE ind #7693

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 South Dakota →

Pathward, National Association 401(k) Plan in the asset neighbourhood

Herr Foods Inc. Retirement PlanHerr Foods Inc. Retirement P…$174MExcelitas Technologies Savings PlanExcelitas Technologies Savin…$174MPathward, National Association 401(k) PlanPathward, National Associati…$174MSos International LLC 401(k) Profit Sharing PlanSos International LLC 401(k)…$174MRhode Island Medical Imaging, Inc. Profit Sharing PlanRhode Island Medical Imaging…$174M
End-of-year total assets ($M) among Pathward, National Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Dakota filing particulars

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$174M
Net Income$23M
Employer EIN420747941
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pathward, National Association)

Sponsor-wide plan assets over time

All Pathward, National Association plans reported in each filing year

Latest sponsor-wide plan assets
$174M 59.20449925843073% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $109M $174M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 1,152 $109M
2023 1 1,195 $151M
2024 1 1,241 $174M

Nearby 401(k) Plans in South Dakota

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

Pathward, National Association 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 050001000015000 02004006008001000 Total assets ($M) Participants Pathward, National Association 401(k) Plan, Total assets ($M): 173.664829 · Participants: 1241Pathward, National Association 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
Pathward, National Association 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Pathward, National Association 401(k) Plan side-by-side with 3 peers →

Pathward, National Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Excelitas Technologies Savings Plan in MA ($174M); by covered participants it is Ameresco, Inc. 401(k) Plan in MA (1,241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($174M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,241 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 Pathward, National Association 401(k) Plan assets move in 2024? ▼
Pathward, National Association 401(k) Plan grew sharply - up 15.1% during 2024, from $151M to $174M. Reported net income was $23M.
How have Pathward, National Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pathward, National Association's sponsor-wide assets grew 59.2%, from $109M to $174M.
Where does Pathward, National Association 401(k) Plan rank by assets among Form 5500 filers? ▼
Pathward, National Association 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pathward, National Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Excelitas Technologies Savings Plan in MA ($174M, 899 participants).
Which 401(k) plans cover a similar participant headcount to Pathward, National Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameresco, Inc. 401(k) Plan in MA (1,241 participants, $252M 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 420747941.

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.