401(k) · DOL Form 5500 · 2022

Cuso Financial Services, L.P. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
538
Participants Below avg headcount
87th
Percentile by assets National rank
$79,850
Avg per participant Below avg balance/head
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Official DOL plan name: Atria Wealth Solutions 401(k) Plan · Sponsored by Cuso Financial Services, L.P. · California · Finance & Insurance

$43M in assets, 538 participants

Cuso Financial Services, L.P.'s Atria Wealth Solutions 401(k) Plan reported $43M in total assets and 538 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,278 in Finance & Insurance (9,261 peers)

Where Atria Wealth Solutions 401(k) Plan sits by assets

Atria Wealth Solutions 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 538 participants (~$79,850/participant), down 13.2% in 2022.

#7,278
in Finance & Insurance (9,261 peers)
-13.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Atria Wealth Solutions 401(k) Plan's outsized position by total assets

Atria Wealth Solutions 401(k) Plan vs every filed plan by assets

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

$42,959,513 Top 13% higher than 87% 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

Atria Wealth Solutions 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. Atria Wealth Solutions 401(k) Plan sits mid-pack in the medium band (538 participants).

Form 5500 schedule snapshot

Filing strip 330731851 · Cuso Financial Services, L.P. PY 2022 · 401(k)

Atria Wealth Solutions 401(k) Plan · $43M · 538 · 87th

  • RANK $43M
  • RANK 538
  • RANK 87th
  • RANK 401(k)
  • RANK near Batson-Cook Company 401(k) & Profit Sharing Plan
  • RANK ind #7278

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 California →

Atria Wealth Solutions 401(k) Plan in the asset neighbourhood

Spi Pharma 401(k) Plan$43MForum Credit Union 401(k) PlanForum Credit Union 401(k) Pl…$43MAtria Wealth Solutions 401(k) PlanAtria Wealth Solutions 401(k…$43MBatson-Cook Company 401(k) & Profit Sharing PlanBatson-Cook Company 401(k) &…$43MMountain View Hospital LLC 401(k) PlanMountain View Hospital LLC 4…$43M
End-of-year total assets ($M) among Atria Wealth Solutions 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)$50M
Net Assets (End of Year)$43M
Net Income-$7M
Employer EIN330731851
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Atria Wealth Solutions 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Atria Wealth Solutions 401(k) Plan, Total assets ($B): 0.042959513 · Participants: 538Atria Wealth Solutions 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Atria Wealth Solutions 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Atria Wealth Solutions 401(k) Plan side-by-side with 3 peers →

Atria Wealth Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Batson-Cook Company 401(k) & Profit Sharing Plan in GA ($43M); by covered participants it is Horizon Hobby Retirement Plan in IL (538 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (538 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 Atria Wealth Solutions 401(k) Plan assets move in 2022? ▼
Atria Wealth Solutions 401(k) Plan pulled back noticeably - down 13.2% during 2022, from $50M to $43M. Reported net income was -$7M.
Where does Atria Wealth Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Atria Wealth Solutions 401(k) Plan ranks in the 87th 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 Atria Wealth Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Batson-Cook Company 401(k) & Profit Sharing Plan in GA ($43M, 544 participants).
Which 401(k) plans cover a similar participant headcount to Atria Wealth Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Horizon Hobby Retirement Plan in IL (538 participants, $45M 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 330731851.

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.