401(k) · DOL Form 5500 · 2022

Tompkins Financial Corporation 401(k) Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
1,033
Participants Near avg headcount
95th
Percentile by assets National rank
$180,888
Avg per participant Above avg balance/head
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Official DOL plan name: Tompkins Retirement Savings Plan · Sponsored by Tompkins Financial Corporation · New York · Finance & Insurance

$187M in assets, 1,033 participants

Tompkins Financial Corporation's Tompkins Retirement Savings Plan reported $187M in total assets and 1,033 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.

  • #8,544 in Finance & Insurance (9,261 peers)

Where Tompkins Retirement Savings Plan sits by assets

Tompkins Retirement Savings Plan sits in the top 5% of all filed plans by assets, $187M for 1,033 participants (~$180,888/participant), down 14.8% in 2022.

#8,544
in Finance & Insurance (9,261 peers)
-14.8%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tompkins Retirement Savings Plan's outsized position by total assets

Tompkins Retirement Savings Plan vs every filed plan by assets

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

$186,857,720 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

Tompkins Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tompkins Retirement Savings Plan lands in the large band (1,033 participants).

EBSA filing schedule strip

Filing strip 150470650 · Tompkins Financial Corporation PY 2022 · 401(k)

Tompkins Retirement Savings Plan · $187M · 1,033 · 95th

  • PART $187M
  • TYPE 1,033
  • NET 95th
  • BOOK 401(k)
  • VS-ST near Designer Brands Inc. 401(k) Plan
  • BOY ind #8544

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 →

Tompkins Retirement Savings Plan in the asset neighbourhood

Tribune Publishing Company 401(k) PlanTribune Publishing Company 4…$187MGreat Dane LLC Employee's Retirement Savings PlanGreat Dane LLC Employee's Re…$187MTompkins Retirement Savings PlanTompkins Retirement Savings …$187MDesigner Brands Inc. 401(k) PlanDesigner Brands Inc. 401(k) …$187MMannington 401(k) Retirement Savings PlanMannington 401(k) Retirement…$187M
End-of-year total assets ($M) among Tompkins Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$219M
Net Assets (End of Year)$187M
Net Income-$32M
Employer EIN150470650
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tompkins Financial Corporation)

Sponsor-wide plan assets over time

All Tompkins Financial Corporation 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 401(k) Plans in New York

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

Tompkins Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tompkins Retirement Savings Plan, Total assets ($B): 0.18685772 · Participants: 1033Tompkins Retirement Savings 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
Tompkins Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tompkins Retirement Savings Plan side-by-side with 3 peers →

Tompkins Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Designer Brands Inc. 401(k) Plan in OH ($187M); by covered participants it is The Millennium Group, Inc. 401(k) Plan in NJ (1,033 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,033 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 Retirement Savings Plan assets move in 2022? ▼
Tompkins Retirement Savings Plan pulled back noticeably - down 14.8% during 2022, from $219M to $187M. Reported net income was -$32M.
How have Tompkins Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tompkins Financial Corporation's sponsor-wide assets grew 10.1%, from $237M to $260M.
Where does Tompkins Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Tompkins Retirement Savings 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 Tompkins Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Designer Brands Inc. 401(k) Plan in OH ($187M, 6,215 participants).
Which 401(k) plans cover a similar participant headcount to Tompkins Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Millennium Group, Inc. 401(k) Plan in NJ (1,033 participants, $10M 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.