Defined Benefit (Pension) · DOL Form 5500 · 2023

Tompkins Financial Corporation Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
262
Participants Below avg headcount
90th
Percentile by assets National rank
$323,068
Avg per participant High balance/head
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Official DOL plan name: Tompkins Financial Corporation Retirement Plan · Sponsored by Tompkins Financial Corporation · New York · Finance & Insurance

$85M in assets, 262 participants

Tompkins Financial Corporation's Tompkins Financial Corporation Retirement Plan reported $85M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,524 in Finance & Insurance (8,869 peers)

Coverage in New York

Tompkins Financial Corporation Retirement Plan covers 262 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $85M.

#7,524
in Finance & Insurance (8,869 peers)
+7.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Tompkins Financial Corporation Retirement Plan's outsized position by total assets

Tompkins Financial Corporation Retirement Plan vs every filed plan by assets

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

$84,643,694 Top 10% higher than 90% 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

Tompkins Financial Corporation Retirement 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. Tompkins Financial Corporation Retirement Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tompkins Financial Corporation Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Tompkins Financial Corporation Retirement Plan reported participants fell from 283 in the plan year 2022 filing to 262 in the plan year 2023 filing.
  • Tompkins Financial Corporation Retirement Plan end-of-year assets rose from $79M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141811613 · Tompkins Financial Corporation PY 2023 · Defined Benefit (Pension)

Tompkins Financial Corporation Retirement Plan · $85M · 262 · 90th

  • BOOK $85M
  • BOOK 262
  • BOOK 90th
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  • BOOK near Fulton Financial Affiliates Defined Benefit Pension Plan
  • BOOK ind #7524

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 Financial Corporation Retirement Plan in the asset neighbourhood

Pension Plan for Nylon EmployeesPension Plan for Nylon Emplo…$85MFulton Financial Affiliates Defined Benefit Pension PlanFulton Financial Affiliates …$85MTompkins Financial Corporation Retirement PlanTompkins Financial Corporati…$85MIntrust Financial Corporation Employees' Retirement PlanIntrust Financial Corporatio…$85MRetirement Plan for Employees of Associated Milk Producers, Inc.Retirement Plan for Employee…$85M
End-of-year total assets ($M) among Tompkins Financial Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$85M
Net Income$6M
Employer EIN141811613
Plan Effective Date1965-03-01
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
$88M 11.955521038332604% vs 2022
2024 filing year
$75M$80M$85M$90M 202220232024 $78.9M $88.3M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 283 $79M
2023 1 262 $85M
2024 1 223 $88M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Tompkins Financial Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Tompkins Financial Corporation Retirement Plan, Total assets ($B): 0.084643694 · Participants: 262Tompkins Financial Corporation Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Tompkins Financial Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Tompkins Financial Corporation Retirement Plan side-by-side with 3 peers →

Tompkins Financial Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Fulton Financial Affiliates Defined Benefit Pension Plan in PA ($85M); by covered participants it is Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees in IN (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Tompkins Financial Corporation Retirement Plan assets move in 2023? ▼
Tompkins Financial Corporation Retirement Plan grew at a solid clip - up 7.3% during 2023, from $79M to $85M. Reported net income was $6M.
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 12.0%, from $79M to $88M.
Where does Tompkins Financial Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
Tompkins Financial Corporation Retirement Plan ranks in the 90th 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 Defined Benefit (Pension) plans are similar in size to Tompkins Financial Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fulton Financial Affiliates Defined Benefit Pension Plan in PA ($85M, 88 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tompkins Financial Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees in IN (262 participants, $33M 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 141811613.

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.