401(k) · DOL Form 5500 · 2023

Tradition Management, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
628
Participants Below avg headcount
30th
Percentile by assets National rank
$3,066
Avg per participant Low balance/head
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Official DOL plan name: Tsl 401(k) Plan · Sponsored by Tradition Management, LLC · Texas · Real Estate

$2M in assets, 628 participants

Tradition Management, LLC's Tsl 401(k) Plan reported $2M in total assets and 628 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,329 in Real Estate (4,727 peers)

Tradition Management, LLC multi-year trail

Tradition Management, LLC's plans moved +69.5% in assets from 2022 to 2024; this filing shows Tsl 401(k) Plan at $2M / 628 participants.

#2,329
in Real Estate (4,727 peers)
+27.7%
assets growth YoY

Tsl 401(k) Plan among the smaller filed plans by assets

Tsl 401(k) Plan vs every filed plan by assets

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

$1,925,548 30th percentile higher than 30% 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

Tsl 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. Tsl 401(k) Plan sits mid-pack in the medium band (628 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tsl 401(k) Plan reported net income rose from -$17K in the plan year 2022 filing to $418K in the plan year 2023 filing.
  • Tsl 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tsl 401(k) Plan reported participants rose from 532 in the plan year 2022 filing to 628 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800211352 · Tradition Management, LLC PY 2023 · 401(k)

Tsl 401(k) Plan · $2M · 628 · 30th

  • PART $2M
  • TYPE 628
  • NET 30th
  • BOOK 401(k)
  • VS-ST near Acoustic Sounds 401(k) Plan
  • BOY ind #2329

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 Real Estate retirement plans → · Plans in Texas →

Tsl 401(k) Plan in the asset neighbourhood

Tsl 401(k) Plan$2MAcoustic Sounds 401(k) Plan$2MAlexander School, Inc. 401(k)$2MRccaa 401(k) Retirement Plan$2MGreenfield Manufacturing, Inc. 401(k) Profit Sharing Plan and TrustGreenfield Manufacturing, In…$2M
End-of-year total assets ($M) among Tsl 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tradition Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tradition Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 69.4926427965995% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.51M $2.56M ▲ +69.5%
Year Plans Participants Total Assets
2022 1 532 $2M
2023 1 628 $2M
2024 1 726 $3M

Tradition Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$418K
Employer EIN800211352
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Tsl 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tsl 401(k) Plan, Total assets ($B): 0.001925548 · Participants: 628Tsl 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Tsl 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tsl 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Acoustic Sounds 401(k) Plan in KS ($2M); by covered participants it is Lax, LLC 401(k) Plan in MA (628 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (628 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 Tsl 401(k) Plan assets move in 2023? ▼
Tsl 401(k) Plan grew sharply - up 27.7% during 2023, from $2M to $2M. Reported net income was $418K.
How have Tradition Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tradition Management, LLC's sponsor-wide assets grew 69.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Tsl 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acoustic Sounds 401(k) Plan in KS ($2M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Tsl 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lax, LLC 401(k) Plan in MA (628 participants, $3M 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 800211352.

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.