401(k) · DOL Form 5500 · 2023
Tompkins Financial Corporation 401(k) Plan
Data updated 2026-08-11
- $207M
- Total assets
- 1,038
- Participants
- 95th
- Percentile by assets
- $199,505
- Avg per participant
Official DOL plan name: Tompkins Retirement Savings Plan · Sponsored by Tompkins Financial Corporation · New York · Finance & Insurance
$207M in assets, 1,038 participants
Tompkins Financial Corporation's Tompkins Retirement Savings Plan reported $207M in total assets and 1,038 participants in its 2023 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.
- 95th percentile by assets (of 127,072 plans)
- #8,134 in Finance & Insurance (8,869 peers)
Where Tompkins Retirement Savings Plan sits by assets
Tompkins Retirement Savings Plan sits in the top 5% of all filed plans by assets, $207M for 1,038 participants (~$199,505/participant), up 10.8% in 2023.
- $207M
- total plan assets (2023 EOY)
- 1,038
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $199,505
- avg assets per participant
Where Tompkins Retirement Savings Plan sits by total assets
Tompkins Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$207,086,173 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tompkins Retirement Savings Plan reported net income rose from -$32M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Tompkins Retirement Savings Plan end-of-year assets rose from $187M in the plan year 2022 filing to $207M in the plan year 2023 filing.
Tompkins Retirement Savings Plan vs the 2023 asset distribution
By assets, Tompkins Retirement Savings Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $207M |
| Net Income | $20M |
| Employer EIN | 150470650 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tompkins Financial Corporation)
| 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Tompkins Retirement Savings Plan by total assets, not by location.
- Bottomline Technologies 401(k) Plan (NH) $207M · 1,226
- The Siegfried Group's 401(k) Plan (DE) $207M · 1,421
- Beverage Distribution Savings Plan (NJ) $207M · 1,256
- Farm Bureau Employees' 401(k) Plan (MI) $207M · 1,181
Frequently Asked Questions
How did Tompkins Retirement Savings Plan assets move in 2023? ▼
How have Tompkins Financial Corporation plan assets changed over time? ▼
Where does Tompkins Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Tompkins Retirement Savings Plan? ▼
Next read for Tompkins Retirement Savings Plan
Scale reading
Ways to act on Tompkins Retirement Savings Plan's numbers.
- By total assets, Tompkins Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Tompkins Financial Corporation's sponsor-wide assets have grown 10.1% since 2022 across 3 plan years on file. More Finance & Insurance plans