401(k) · DOL Form 5500 · 2024

Tradition America Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$207M
Total assets Near avg plan size
456
Participants Below avg headcount
94th
Percentile by assets National rank
$454,983
Avg per participant High balance/head
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Official DOL plan name: Tradition America Holdings, Inc. 401(k) Plan · Sponsored by Tradition America Holdings, Inc. · New York · Finance & Insurance

$207M in assets, 456 participants

Tradition America Holdings, Inc.'s Tradition America Holdings, Inc. 401(k) Plan reported $207M in total assets and 456 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,782 in Finance & Insurance (8,549 peers)

Where Tradition America Holdings, Inc. 401(k) Plan sits by assets

Tradition America Holdings, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $207M for 456 participants (~$454,983/participant), up 15.7% in 2024.

#7,782
in Finance & Insurance (8,549 peers)
+15.7%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Tradition America Holdings, Inc. 401(k) Plan's outsized position by total assets

Tradition America Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$207,472,330 Top 6% higher than 94% of 123,620 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 2024

Tradition America Holdings, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tradition America Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (456 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tradition America Holdings, Inc. 401(k) Plan reported net income rose from $20M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Tradition America Holdings, Inc. 401(k) Plan end-of-year assets rose from $179M in the plan year 2023 filing to $207M in the plan year 2024 filing.
  • Tradition America Holdings, Inc. 401(k) Plan reported participants rose from 440 in the plan year 2023 filing to 456 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 463751863 · Tradition America Holdings, Inc. PY 2024 · 401(k)

Tradition America Holdings, Inc. 401(k) Plan · $207M · 456 · 94th

  • RANK $207M
  • PHOTO 456
  • IND 94th
  • EOY 401(k)
  • 5500 near Icl Retirement Income Plan
  • ASSETS ind #7782

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 →

Tradition America Holdings, Inc. 401(k) Plan in the asset neighbourhood

Crescent River Port Pilots' Association 401(k) Retirement PlanCrescent River Port Pilots' …$208MAlexandria Real Estate Equities, Inc. 401(k) Profit Sharing PlanAlexandria Real Estate Equit…$208MTradition America Holdings, Inc. 401(k) PlanTradition America Holdings, …$207MIcl Retirement Income Plan$207MIndivior Inc. Profit Sharing and 401(k) PlanIndivior Inc. Profit Sharing…$207M
End-of-year total assets ($M) among Tradition America Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$207M
Net Income$28M
Employer EIN463751863
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tradition America Holdings, Inc.)

Sponsor-wide plan assets over time

All Tradition America Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$207M 32.401908355487656% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $157M $207M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 435 $157M
2023 1 440 $179M
2024 1 456 $207M

Nearby 401(k) Plans in New York

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

Tradition America Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tradition America Holdings, Inc. 401(k) Plan, Total assets ($B): 0.20747233 · Participants: 456Tradition America Holdings, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Tradition America Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tradition America Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Tradition America Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Icl Retirement Income Plan in MO ($207M); by covered participants it is Yorktown Systems Group 401(k) Plan in AL (456 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (456 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tradition America Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Tradition America Holdings, Inc. 401(k) Plan grew sharply - up 15.7% during 2024, from $179M to $207M. Reported net income was $28M.
How have Tradition America Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tradition America Holdings, Inc.'s sponsor-wide assets grew 32.4%, from $157M to $207M.
Where does Tradition America Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tradition America Holdings, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Tradition America Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Icl Retirement Income Plan in MO ($207M, 746 participants).
Which 401(k) plans cover a similar participant headcount to Tradition America Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yorktown Systems Group 401(k) Plan in AL (456 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463751863.

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.