401(k) · DOL Form 5500 · 2024

Tompkins Financial Corporation 401(k) Plan

Data updated 2026-08-25

$221M
Total assets Near avg plan size
1,011
Participants Near avg headcount
95th
Percentile by assets National rank
$218,306
Avg per participant Above avg balance/head
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Official DOL plan name: Tompkins Retirement Savings Plan · Sponsored by Tompkins Financial Corporation · New York · Finance & Insurance

$221M in assets, 1,011 participants

Tompkins Financial Corporation's Tompkins Retirement Savings Plan reported $221M in total assets and 1,011 participants in its 2024 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.

  • #7,811 in Finance & Insurance (8,549 peers)

Where Tompkins Retirement Savings Plan sits by assets

Tompkins Retirement Savings Plan sits in the top 5% of all filed plans by assets, $221M for 1,011 participants (~$218,306/participant), up 6.6% in 2024.

#7,811
in Finance & Insurance (8,549 peers)
+6.6%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Tompkins Retirement Savings Plan's outsized position by total assets

Tompkins Retirement Savings Plan vs every filed plan by assets

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

$220,707,841 Top 5% higher than 95% 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

Tompkins Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tompkins Retirement Savings Plan lands in the large band (1,011 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tompkins Retirement Savings Plan reported net income fell from $20M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Tompkins Retirement Savings Plan end-of-year assets rose from $207M in the plan year 2023 filing to $221M in the plan year 2024 filing.
  • Tompkins Retirement Savings Plan reported participants fell from 1,038 in the plan year 2023 filing to 1,011 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 150470650 · Tompkins Financial Corporation PY 2024 · 401(k)

Tompkins Retirement Savings Plan · $221M · 1,011 · 95th

  • EOY $221M
  • 5500 1,011
  • ASSETS 95th
  • PCT 401(k)
  • EIN near Irell & Manella Profit Sharing Plan
  • RANK ind #7811

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 Retirement Savings Plan in the asset neighbourhood

Perot Retirement Savings Plan for Employees of Hillwood DevelopmentPerot Retirement Savings Pla…$221MHomeservices Retirement Savings PlanHomeservices Retirement Savi…$221MTompkins Retirement Savings PlanTompkins Retirement Savings …$221MIrell & Manella Profit Sharing PlanIrell & Manella Profit Shari…$221MThe Hunter Savings Investment PlanThe Hunter Savings Investmen…$220M
End-of-year total assets ($M) among Tompkins Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$207M
Net Assets (End of Year)$221M
Net Income$13M
Employer EIN150470650
Plan Effective Date1984-01-01
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
$260M 10.100693508775851% vs 2022
2024 filing year
$230M$240M$250M$260M$270M 202220232024 $237M $260M ▲ +10.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tompkins Retirement Savings Plan, Total assets ($B): 0.220707841 · Participants: 1011Tompkins Retirement Savings 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
Tompkins Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tompkins Retirement Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Irell & Manella Profit Sharing Plan in CA ($221M); by covered participants it is Lifelong Medical Care 403(b) Plan in CA (1,011 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($221M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,011 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 Tompkins Retirement Savings Plan assets move in 2024? ▼
Tompkins Retirement Savings Plan grew at a solid clip - up 6.6% during 2024, from $207M to $221M. Reported net income was $13M.
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 10.1%, from $237M to $260M.
Where does Tompkins Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Tompkins Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Tompkins Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Irell & Manella Profit Sharing Plan in CA ($221M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Tompkins Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifelong Medical Care 403(b) Plan in CA (1,011 participants, $52M 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 150470650.

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.