401(k) · DOL Form 5500 · 2022

Tradition America Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$157M
Total assets
435
Participants
95th
Percentile by assets
$360,227
Avg per participant
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Official DOL plan name: Tradition America Holdings, Inc. 401(k) Plan · Sponsored by Tradition America Holdings, Inc. · New York · Finance & Insurance

$157M in assets, 435 participants

Tradition America Holdings, Inc.'s Tradition America Holdings, Inc. 401(k) Plan reported $157M in total assets and 435 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #8,453 in Finance & Insurance (9,261 peers)

Where Tradition America Holdings, Inc. 401(k) Plan sits by assets

Tradition America Holdings, Inc. 401(k) Plan sits in the top 5% of all filed plans by assets, $157M for 435 participants (~$360,227/participant), down 19.9% in 2022.

$157M
total plan assets (2022 EOY)
435
covered participants
95th
percentile by assets (of 139,126 plans)
$360,227
avg assets per participant

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Tradition America Holdings, Inc. 401(k) Plan sits by total assets

Tradition America Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$156,698,897 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
New York
Industry
Finance & Insurance

Tradition America Holdings, Inc. 401(k) Plan vs the 2022 asset distribution

By assets, Tradition America Holdings, Inc. 401(k) Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$196M
Net Assets (End of Year)$157M
Net Income-$39M
Employer EIN463751863
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tradition America Holdings, Inc.)

$140M$160M$180M$200M$220M 202220232024 $157M $207M ▲ +32.4%
Total plan assets by year, all Tradition America Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 435 $157M
2023 1 440 $179M
2024 1 456 $207M

Nearby 401(k) Plans in New York

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

Tradition America Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tradition America Ho…, Total assets ($B): 0.156698897 · Participants: 435Tradition America Ho…IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
Tradition America Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tradition America Holdings, Inc. 401(k) … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tradition America Holdings, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Tradition America Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Tradition America Holdings, Inc. 401(k) Plan declined sharply - down 19.9% during 2022, from $196M to $157M. Reported net income was -$39M.
How have Tradition America Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tradition America Holdings, Inc.'s sponsor-wide assets grew 32.4%, from $157M to $207M.
Where does Tradition America Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tradition America Holdings, Inc. 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Tradition America Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is White and Williams 401(k) Tax Deferment Retirement Savings Plan in PA ($157M, 356 participants).

Next read for Tradition America Holdings, Inc. 401(k) …

Scale reading

Ways to act on Tradition America Holdings, Inc. 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463751863.

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.