401(k) · DOL Form 5500 · 2022

Tiedemann Wealth Management Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
136
Participants Small participant base
79th
Percentile by assets National rank
$162,301
Avg per participant Above avg balance/head
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Official DOL plan name: Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan · Sponsored by Tiedemann Wealth Management Holdings, LLC · New York · Finance & Insurance

$22M in assets, 136 participants

Tiedemann Wealth Management Holdings, LLC's Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan reported $22M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,097 in Finance & Insurance (9,261 peers)

Coverage in New York

Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan covers 136 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $22M.

#6,097
in Finance & Insurance (9,261 peers)
-12.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan's outsized position by total assets

Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan vs every filed plan by assets

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

$22,072,893 Top 21% higher than 79% 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

Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing 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. Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan sits mid-pack in the medium band (136 participants).

EBSA filing schedule strip

Filing strip 753261129 · Tiedemann Wealth Management Holdings, LLC PY 2022 · 401(k)

Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan · $22M · 136 · 79th

  • EOY $22M
  • 5500 136
  • ASSETS 79th
  • PCT 401(k)
  • EIN near Ata Holdings, Inc 401(k) Retirement Plan
  • RANK ind #6097

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 →

Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan in the asset neighbourhood

Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing PlanTiedemann Wealth Management …$22MAta Holdings, Inc 401(k) Retirement PlanAta Holdings, Inc 401(k) Ret…$22MGainsight, Inc. 401(k) Plan$22MFirstonsite Holdings, Inc. 401(k) PlanFirstonsite Holdings, Inc. 4…$22MAstrup Companies 401(k) Plan$22M
End-of-year total assets ($M) among Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN753261129
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tiedemann Wealth Management Holdings, LLC)

Sponsor-wide plan assets over time

All Tiedemann Wealth Management Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 27.91527145988521% vs 2022
2023 filing year
$20M$22M$24M$26M$28M$30M 20222023 $22.1M $28.2M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 136 $22M
2023 1 137 $28M

Nearby 401(k) Plans in New York

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

Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan, Total assets ($B): 0.022072893 · Participants: 136Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing 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
Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan side-by-side with 3 peers →

Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ata Holdings, Inc 401(k) Retirement Plan in NM ($22M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan assets move in 2022? ▼
Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan pulled back noticeably - down 12.0% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Tiedemann Wealth Management Holdings, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Tiedemann Wealth Management Holdings, LLC's sponsor-wide assets grew 27.9%, from $22M to $28M.
Where does Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ata Holdings, Inc 401(k) Retirement Plan in NM ($22M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants, N/A 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 753261129.

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.