401(k) · DOL Form 5500 · 2022

Tradition America Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$157M
Total assets Near avg plan size
435
Participants Below avg headcount
95th
Percentile by assets National rank
$360,227
Avg per participant High balance/head
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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.

  • #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.

#8,453
in Finance & Insurance (9,261 peers)
-19.9%
assets change YoY
1.6×
vs typical plan assets (national mean)

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.

Tradition America Holdings, Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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 2022

Tradition America Holdings, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tradition America Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (435 participants).

EBSA filing schedule strip

Filing strip 463751863 · Tradition America Holdings, Inc. PY 2022 · 401(k)

Tradition America Holdings, Inc. 401(k) Plan · $157M · 435 · 95th

  • BOOK $157M
  • BOOK 435
  • BOOK 95th
  • BOOK 401(k)
  • BOOK near White and Williams 401(k) Tax Deferment Retirement Savings Plan
  • BOOK ind #8453

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 New York →

Tradition America Holdings, Inc. 401(k) Plan in the asset neighbourhood

Moneygram International, Inc. 401(k) PlanMoneygram International, Inc…$157MTradition America Holdings, Inc. 401(k) PlanTradition America Holdings, …$157MWhite and Williams 401(k) Tax Deferment Retirement Savings PlanWhite and Williams 401(k) Ta…$157MVetcor 401(k) Plan$157MDoordash 401(k) Plan$157M
End-of-year total assets ($M) among Tradition America Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Tradition America Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$207M 32.401908355487656% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $157M $207M ▲ +32.4%
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 ($B) Participants Tradition America Holdings, Inc. 401(k) Plan, Total assets ($B): 0.156698897 · Participants: 435Tradition America Holdings, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
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) Plan side-by-side with 3 peers →

Tradition America Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is White and Williams 401(k) Tax Deferment Retirement Savings Plan in PA ($157M); by covered participants it is Flat Rock Metal Inc 401(k) Retirement Savings Plan in MI (435 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($157M here).

Similar participant headcount

Nearest other-state filings by covered participants (435 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Tradition America Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flat Rock Metal Inc 401(k) Retirement Savings Plan in MI (435 participants, $26M in assets).

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.