401(k) · DOL Form 5500 · 2023

Atria Wealth Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
628
Participants Below avg headcount
85th
Percentile by assets National rank
$77,937
Avg per participant Below avg balance/head
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Official DOL plan name: Atria Wealth Solutions 401(k) Plan · Sponsored by Atria Wealth Solutions, Inc. · New York · Finance & Insurance

$49M in assets, 628 participants

Atria Wealth Solutions, Inc.'s Atria Wealth Solutions 401(k) Plan reported $49M in total assets and 628 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,868 in Finance & Insurance (8,869 peers)

Where Atria Wealth Solutions 401(k) Plan sits by assets

Atria Wealth Solutions 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 628 participants (~$77,937/participant), up 13.9% in 2023.

#6,868
in Finance & Insurance (8,869 peers)
+13.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Atria Wealth Solutions 401(k) Plan's outsized position by total assets

Atria Wealth Solutions 401(k) Plan vs every filed plan by assets

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

$48,944,354 Top 15% higher than 85% 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

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

EBSA filing schedule strip

Filing strip 825185377 · Atria Wealth Solutions, Inc. PY 2023 · 401(k)

Atria Wealth Solutions 401(k) Plan · $49M · 628 · 85th

  • BOOK $49M
  • VS-ST 628
  • BOY 85th
  • SCH 401(k)
  • EBSA near Kamps Retirement Savings Plan
  • PART ind #6868

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 →

Atria Wealth Solutions 401(k) Plan in the asset neighbourhood

Kamps Retirement Savings Plan$49MAtria Wealth Solutions 401(k) PlanAtria Wealth Solutions 401(k…$49MParsec, Inc. Profit Sharing/401(k) PlanParsec, Inc. Profit Sharing/…$49MPlanet Equity Group, LLC 401(k) PlanPlanet Equity Group, LLC 401…$49MMead Lumber 401(k) Plan$49M
End-of-year total assets ($M) among Atria Wealth Solutions 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)$43M
Net Assets (End of Year)$49M
Net Income$6M
Employer EIN825185377
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atria Wealth Solutions, Inc.)

Sponsor-wide plan assets over time

All Atria Wealth Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 16.549242840144547% vs 2023
2024 filing year
$45M$50M$55M$60M 20232024 $48.9M $57M ▲ +16.6%
Year Plans Participants Total Assets
2023 1 628 $49M
2024 1 636 $57M

Nearby 401(k) Plans in New York

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

Atria Wealth Solutions 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Atria Wealth Solutions 401(k) Plan, Total assets ($B): 0.048944354 · Participants: 628Atria Wealth Solutions 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
Atria Wealth Solutions 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Atria Wealth Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Kamps Retirement Savings Plan in MI ($49M); 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 ($49M 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 Atria Wealth Solutions 401(k) Plan assets move in 2023? ▼
Atria Wealth Solutions 401(k) Plan grew at a solid clip - up 13.9% during 2023, from $43M to $49M. Reported net income was $6M.
How have Atria Wealth Solutions, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Atria Wealth Solutions, Inc.'s sponsor-wide assets grew 16.5%, from $49M to $57M.
Where does Atria Wealth Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Atria Wealth Solutions 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Atria Wealth Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kamps Retirement Savings Plan in MI ($49M, 2,479 participants).
Which 401(k) plans cover a similar participant headcount to Atria Wealth Solutions 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 825185377.

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.