ESOP · DOL Form 5500 · 2022

Tompkins Trust Company ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
932
Participants Near avg headcount
88th
Percentile by assets National rank
$53,287
Avg per participant Low balance/head
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Official DOL plan name: Tompkins Financial Corporation Employee Stock Ownership Plan · Sponsored by Tompkins Trust Company · New York · Finance & Insurance

$50M in assets, 932 participants

Tompkins Trust Company's Tompkins Financial Corporation Employee Stock Ownership Plan reported $50M in total assets and 932 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,477 in Finance & Insurance (9,261 peers)

Where Tompkins Financial Corporation Employee Stock Ownership Plan sits by assets

Tompkins Financial Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $50M for 932 participants (~$53,287/participant), down 4.9% in 2022.

#7,477
in Finance & Insurance (9,261 peers)
-4.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tompkins Financial Corporation Employee Stock Ownership Plan's outsized position by total assets

Tompkins Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$49,663,584 Top 12% higher than 88% 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

Tompkins Financial Corporation Employee Stock Ownership 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. Tompkins Financial Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (932 participants).

Plan-year Form 5500 strip

Filing strip 150470650 · Tompkins Trust Company PY 2022 · ESOP

Tompkins Financial Corporation Employee Stock Ownership Plan · $50M · 932 · 88th

  • EBSA $50M
  • PART 932
  • TYPE 88th
  • NET ESOP
  • BOOK near Cornerstone Systems, Inc. Employee Stock Ownership Plan
  • VS-ST ind #7477

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 What is an ESOP? → · Plans in New York →

Tompkins Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood

Tompkins Financial Corporation Employee Stock Ownership PlanTompkins Financial Corporati…$50MCornerstone Systems, Inc. Employee Stock Ownership PlanCornerstone Systems, Inc. Em…$50MAqua Engineers, Inc. Employee Stock Ownership PlanAqua Engineers, Inc. Employe…$50MCoborns Incorporated Employee Stock Ownership PlanCoborns Incorporated Employe…$50MErickson-Hall Holding Co. Employee Stock Ownership PlanErickson-Hall Holding Co. Em…$50M
End-of-year total assets ($M) among Tompkins Financial Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$50M
Net Income-$2M
Employer EIN150470650
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tompkins Trust Company)

Sponsor-wide plan assets over time

All Tompkins Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$260M 10.100693508775851% vs 2022
2024 filing year
$230M$240M$250M$260M$270M 202220232024 $237M $260M ▲ +10.1%
Year Plans Participants Total Assets
2022 2 1,965 $237M
2023 2 1,945 $244M
2024 2 1,883 $260M

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Tompkins Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Tompkins Financial Corporation Employee Stock Ownership Plan, Total assets ($M): 49.663584 · Participants: 932Tompkins Financial Corporation Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Tompkins Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Tompkins Financial Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Tompkins Financial Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN ($50M); by covered participants it is Envision Management Holding, Inc. Employee Stock Ownership Plan in CO (932 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (932 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 Tompkins Financial Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Tompkins Financial Corporation Employee Stock Ownership Plan edged down modestly - down 4.9% during 2022, from $52M to $50M. Reported net income was -$2M.
How have Tompkins Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tompkins Trust Company's sponsor-wide assets grew 10.1%, from $237M to $260M.
Where does Tompkins Financial Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tompkins Financial Corporation Employee Stock Ownership Plan ranks in the 88th 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 ESOP plans are similar in size to Tompkins Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN ($50M, 171 participants).
Which ESOP plans cover a similar participant headcount to Tompkins Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Envision Management Holding, Inc. Employee Stock Ownership Plan in CO (932 participants, $171M 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 150470650.

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.