401(k) · DOL Form 5500 · 2024
Tompkins Financial Corporation 401(k) Plan
Data updated 2026-08-11
- $221M
- Total assets
- 1,011
- Participants
- 95th
- Percentile by assets
- $218,306
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $221M
- total plan assets (2024 EOY)
- 1,011
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $218,306
- avg assets per participant
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.
Tompkins Retirement Savings Plan vs the 2024 asset distribution
By assets, Tompkins Retirement Savings Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $207M |
|---|---|
| Net Assets (End of Year) | $221M |
| Net Income | $13M |
| Employer EIN | 150470650 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tompkins Financial Corporation)
| 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
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Tompkins Retirement Savings Plan by total assets, not by location.
- Irell & Manella Profit Sharing Plan (CA) $221M · 112
- Homeservices Retirement Savings Plan (MN) $221M · 3,484
- The Hunter Savings Investment Plan (CA) $220M · 1,186
- Perot Retirement Savings Plan for Employees of Hillwood Development (TX) $221M · 797
Frequently Asked Questions
How did Tompkins Retirement Savings Plan assets move in 2024? ▼
How have Tompkins Financial Corporation plan assets changed over time? ▼
Where does Tompkins Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Tompkins Retirement Savings Plan? ▼
Next read for Tompkins Retirement Savings Plan
Scale reading
Ways to act on Tompkins Retirement Savings Plan's numbers.
- By total assets, Tompkins Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Tompkins Financial Corporation's sponsor-wide assets have grown 10.1% since 2022 across 3 plan years on file. More Finance & Insurance plans