401(k) · DOL Form 5500 · 2024

Pathstone Corporation 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
534
Participants Below avg headcount
70th
Percentile by assets National rank
$37,515
Avg per participant Low balance/head
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Official DOL plan name: Pathstone Corporation Retirement Plan · Sponsored by Pathstone Corporation · New York · Healthcare & Social Assistance

$20M in assets, 534 participants

Pathstone Corporation's Pathstone Corporation Retirement Plan reported $20M in total assets and 534 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,640 in Healthcare & Social Assistance (16,916 peers)

Pathstone Corporation multi-year trail

Pathstone Corporation's plans moved +38.9% in assets from 2022 to 2024; this filing shows Pathstone Corporation Retirement Plan at $20M / 534 participants.

#12,640
in Healthcare & Social Assistance (16,916 peers)
+7.6%
assets growth YoY

Pathstone Corporation Retirement Plan's outsized position by total assets

Pathstone Corporation Retirement Plan vs every filed plan by assets

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

$20,033,001 Top 30% higher than 70% 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

Pathstone Corporation Retirement 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. Pathstone Corporation Retirement Plan sits mid-pack in the medium band (534 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pathstone Corporation Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pathstone Corporation Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Pathstone Corporation Retirement Plan reported participants rose from 518 in the plan year 2023 filing to 534 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 160984913 · Pathstone Corporation PY 2024 · 401(k)

Pathstone Corporation Retirement Plan · $20M · 534 · 70th

  • NET $20M
  • BOOK 534
  • VS-ST 70th
  • BOY 401(k)
  • SCH near Midland Industries, LLC Safe Harbor 401(k) Plan & Trust
  • EBSA ind #12640

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 New York →

Pathstone Corporation Retirement Plan in the asset neighbourhood

Pathstone Corporation Retirement PlanPathstone Corporation Retire…$20MMidland Industries, LLC Safe Harbor 401(k) Plan & TrustMidland Industries, LLC Safe…$20MFamily Savings Credit Union Retirement PlanFamily Savings Credit Union …$20MAffinity Dental 401-K Retirement PlanAffinity Dental 401-K Retire…$20MThe Mcpherson Companies, Inc. 401(k) Retirement PlanThe Mcpherson Companies, Inc…$20M
End-of-year total assets ($M) among Pathstone Corporation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pathstone Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Pathstone Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.93889886021283% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.4M $20M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 496 $14M
2023 1 518 $19M
2024 1 534 $20M

Pathstone Corporation filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN160984913
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Pathstone Corporation Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pathstone Corporation Retirement Plan, Total assets ($B): 0.020033001 · Participants: 534Pathstone Corporation Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Pathstone Corporation Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pathstone Corporation Retirement Plan side-by-side with 3 peers →

Pathstone Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Midland Industries, LLC Safe Harbor 401(k) Plan & Trust in MO ($20M); by covered participants it is Apple Valley Ford Retirement Savings Plan in MN (534 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (534 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 Pathstone Corporation Retirement Plan assets move in 2024? ▼
Pathstone Corporation Retirement Plan grew at a solid clip - up 7.6% during 2024, from $19M to $20M. Reported net income was $1M.
How have Pathstone Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pathstone Corporation's sponsor-wide assets grew 38.9%, from $14M to $20M.
Which 401(k) plans are similar in size to Pathstone Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midland Industries, LLC Safe Harbor 401(k) Plan & Trust in MO ($20M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Pathstone Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Valley Ford Retirement Savings Plan in MN (534 participants, $34M 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 160984913.

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.