Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Pathfinder Bank
EIN 15-0408130bankingLatest filing 2025
Plans
4
Retirement
3
$44.5M assets
Health & Benefits
1
$162K premiums
Participants
783
214 WEST FIRST STREET - OSWEGO, NY 13126315-343-0057pathfinderbank.comLinkedIn51-200 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $44.5M assets / 653 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $162K premiums / 249 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$143K
- Short-term disability$143K
- Long-term disability$143K
- Other$143K
- Vision$19K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PATHFINDER BANK 401(K) SAVINGS PLAN
401(k)
Assets$21.2M
Participants299
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE RETIREMENT PLAN OF PATHFINDER BANK
Traditional DB
Assets$18.7M
Participants122
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
PATHFINDER BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.5M
Participants232
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PATHFINDER BANK WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$162K
Covered lives249
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PATHFINDER BANK 401(K) SAVINGS PLAN | 401(k) | $21.2M | 299 | 2025 |
| #001 | THE RETIREMENT PLAN OF PATHFINDER BANK | Traditional DB | $18.7M | 122 | 2025 |
| #003 | PATHFINDER BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.5M | 232 | 2025 |
- #002 · 401(k) · 2025299
- #001 · Traditional DB · 2025122
- #003 · ESOP · 2025232
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PATHFINDER BANK WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $162K | 249 | 2025 |
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025249
Retirement plans
Health & Benefits plans