401(k) · DOL Form 5500 · 2024
Pathward, National Association 401(k) Plan
Data updated 2026-08-11
- $174M
- Total assets
- 1,241
- Participants
- 94th
- Percentile by assets
- $139,939
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $174M
- total plan assets (2024 EOY)
- 1,241
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $139,939
- avg assets per participant
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.
Participants vs South Dakota filers
In South Dakota, the average filing covers about 340 participants across 321 plans. Pathward, National Association 401(k) Plan reports 1,241 participants - 3.7x that state average ($174M EOY assets).
South Dakota filing particulars
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | $23M |
| Employer EIN | 420747941 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pathward, National Association)
| 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
- Black Hills Corporation 401(k) Retirement Savings Plan $811M · 2,881
- Good Samaritan Society 401(k) Plan $278M · 12,199
- Poet 401(k) Plan $266M · 2,380
- Daktronics, Inc. 401(k) Plan $263M · 2,369
- Premier 401(k) Plan $241M · 1,821
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pathward, National Association 401(k) Plan by total assets, not by location.
- Excelitas Technologies Savings Plan (MA) $174M · 899
- Sos International LLC 401(k) Profit Sharing Plan (VA) $174M · 1,426
- Herr Foods Inc. Retirement Plan (PA) $174M · 1,699
- Rhode Island Medical Imaging, Inc. Profit Sharing Plan (RI) $174M · 547
Frequently Asked Questions
How did Pathward, National Association 401(k) Plan assets move in 2024? ▼
How have Pathward, National Association plan assets changed over time? ▼
Where does Pathward, National Association 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Pathward, National Association 401(k) Plan? ▼
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Filing takeaways
Ways to act on Pathward, National Association 401(k) Plan's numbers.
- By total assets, Pathward, National Association 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in South Dakota. Compare plans
- Pathward, National Association's sponsor-wide assets have grown 59.2% since 2022 across 3 plan years on file. More Finance & Insurance plans