401(k) · DOL Form 5500 · 2023

Tradition America Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$179M
Total assets Near avg plan size
440
Participants Below avg headcount
94th
Percentile by assets National rank
$407,669
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

$179M in assets, 440 participants

Tradition America Holdings, Inc.'s Tradition America Holdings, Inc. 401(k) Plan reported $179M in total assets and 440 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,064 in Finance & Insurance (8,869 peers)

Where Tradition America Holdings, Inc. 401(k) Plan sits by assets

Tradition America Holdings, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $179M for 440 participants (~$407,669/participant), up 14.5% in 2023.

#8,064
in Finance & Insurance (8,869 peers)
+14.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$179,374,450 Top 6% higher than 94% of 127,068 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 2023

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

Plan-year 2023 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 (440 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tradition America Holdings, Inc. 401(k) Plan reported net income rose from -$39M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Tradition America Holdings, Inc. 401(k) Plan end-of-year assets rose from $157M in the plan year 2022 filing to $179M in the plan year 2023 filing.
  • Tradition America Holdings, Inc. 401(k) Plan reported participants rose from 435 in the plan year 2022 filing to 440 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463751863 · Tradition America Holdings, Inc. PY 2023 · 401(k)

Tradition America Holdings, Inc. 401(k) Plan · $179M · 440 · 94th

  • BOOK $179M
  • BOOK 440
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  • BOOK near World Wrestling Entertainment, Inc. 401(k) Plan
  • BOOK ind #8064

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

Coverys 401(k) Retirement PlanCoverys 401(k) Retirement Pl…$179MRogers Group, Inc.& Affiliates Retirement Savings PlanRogers Group, Inc.& Affiliat…$179MTradition America Holdings, Inc. 401(k) PlanTradition America Holdings, …$179MWorld Wrestling Entertainment, Inc. 401(k) PlanWorld Wrestling Entertainmen…$179MCaptech Ventures, Inc. 401(k) PlanCaptech Ventures, Inc. 401(k…$179M
End-of-year total assets ($M) among Tradition America Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$179M
Net Income$20M
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 -20020406080 Total assets ($B) Participants Tradition America Holdings, Inc. 401(k) Plan, Total assets ($B): 0.17937445 · Participants: 440Tradition America Holdings, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 World Wrestling Entertainment, Inc. 401(k) Plan in CT ($179M); by covered participants it is Sterling Engineering, Inc. Salary Savings Plan in IL (440 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($179M here).

Similar participant headcount

Nearest other-state filings by covered participants (440 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Tradition America Holdings, Inc. 401(k) Plan grew at a solid clip - up 14.5% during 2023, from $157M to $179M. Reported net income was $20M.
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 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% 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 World Wrestling Entertainment, Inc. 401(k) Plan in CT ($179M, 883 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 Sterling Engineering, Inc. Salary Savings Plan in IL (440 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.