401(k) · DOL Form 5500 · 2023

Tradition Capital Bank 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
135
Participants Small participant base
71st
Percentile by assets National rank
$137,078
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tradition Capital Bank 401(k) Plan · Sponsored by Tradition Capital Bank · Minnesota · Finance & Insurance

$19M in assets, 135 participants

Tradition Capital Bank's Tradition Capital Bank 401(k) Plan reported $19M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,086 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Tradition Capital Bank 401(k) Plan covers 135 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $19M.

#5,086
in Finance & Insurance (8,869 peers)
+28.5%
assets growth YoY

Tradition Capital Bank 401(k) Plan's outsized position by total assets

Tradition Capital Bank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,505,565 Top 29% higher than 71% 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 Capital Bank 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 Capital Bank 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tradition Capital Bank 401(k) Plan reported net income rose from $46K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tradition Capital Bank 401(k) Plan reported participants rose from 103 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Tradition Capital Bank 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203063093 · Tradition Capital Bank PY 2023 · 401(k)

Tradition Capital Bank 401(k) Plan · $19M · 135 · 71st

  • BOOK $19M
  • VS-ST 135
  • BOY 71st
  • SCH 401(k)
  • EBSA near Reinicke Athens Inc. Employee Savings and Retirement Plan
  • PART ind #5086

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 Minnesota →

Tradition Capital Bank 401(k) Plan in the asset neighbourhood

Tradition Capital Bank 401(k) PlanTradition Capital Bank 401(k…$19MReinicke Athens Inc. Employee Savings and Retirement PlanReinicke Athens Inc. Employe…$19MNorthwest River Supplies, Inc. 401(k) Retirement PlanNorthwest River Supplies, In…$19MLogical Position Retirement PlanLogical Position Retirement …$19MPhysician's Computer Company 401(k) Ps PlanPhysician's Computer Company…$19M
End-of-year total assets ($M) among Tradition Capital Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN203063093
Plan Effective Date2005-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tradition Capital Bank)

Sponsor-wide plan assets over time

All Tradition Capital Bank plans reported in each filing year

Latest sponsor-wide plan assets
$20M 41.42627061473977% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.4M $20.4M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 103 $14M
2023 1 135 $19M
2024 1 137 $20M

Nearby 401(k) Plans in Minnesota

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

Tradition Capital Bank 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Tradition Capital Bank 401(k) Plan, Total assets ($B): 0.018505565 · Participants: 135Tradition Capital Bank 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Tradition Capital Bank 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Tradition Capital Bank 401(k) Plan side-by-side with 3 peers →

Tradition Capital Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Reinicke Athens Inc. Employee Savings and Retirement Plan in GA ($19M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Capital Bank 401(k) Plan assets move in 2023? ▼
Tradition Capital Bank 401(k) Plan grew sharply - up 28.5% during 2023, from $14M to $19M. Reported net income was $4M.
How have Tradition Capital Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tradition Capital Bank's sponsor-wide assets grew 41.4%, from $14M to $20M.
Which 401(k) plans are similar in size to Tradition Capital Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reinicke Athens Inc. Employee Savings and Retirement Plan in GA ($19M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Tradition Capital Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 203063093.

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.