Defined Benefit (Pension) · DOL Form 5500 · 2024

Tompkins Financial Corporation Pension Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
223
Participants Below avg headcount
90th
Percentile by assets National rank
$396,036
Avg per participant High balance/head
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Official DOL plan name: Tompkins Financial Corporation Retirement Plan · Sponsored by Tompkins Financial Corporation · New York · Finance & Insurance

$88M in assets, 223 participants

Tompkins Financial Corporation's Tompkins Financial Corporation Retirement Plan reported $88M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,159 in Finance & Insurance (8,549 peers)

Coverage in New York

Tompkins Financial Corporation Retirement Plan covers 223 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $88M.

#7,159
in Finance & Insurance (8,549 peers)
+4.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Tompkins Financial Corporation Retirement Plan's outsized position by total assets

Tompkins Financial Corporation Retirement Plan vs every filed plan by assets

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

$88,316,040 Top 10% higher than 90% 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 Financial Corporation Retirement 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. Tompkins Financial Corporation Retirement Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tompkins Financial Corporation Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Tompkins Financial Corporation Retirement Plan reported participants fell from 262 in the plan year 2023 filing to 223 in the plan year 2024 filing.
  • Tompkins Financial Corporation Retirement Plan end-of-year assets rose from $85M in the plan year 2023 filing to $88M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 141811613 · Tompkins Financial Corporation PY 2024 · Defined Benefit (Pension)

Tompkins Financial Corporation Retirement Plan · $88M · 223 · 90th

  • EBSA $88M
  • EBSA 223
  • EBSA 90th
  • EBSA Defined Benefit (Pension)
  • EBSA near Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap)
  • EBSA ind #7159

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 Financial Corporation Retirement Plan in the asset neighbourhood

Nusenda Federal Credit Union Cash Balance Defined Benefit PlanNusenda Federal Credit Union…$88MTompkins Financial Corporation Retirement PlanTompkins Financial Corporati…$88MDay and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap)Day and Zimmermann Ao/Mhg Me…$88MIron Workers' Locals No. 15 & 424 Pension PlanIron Workers' Locals No. 15 …$88MUAW Employees' Pension and Severance PlanUAW Employees' Pension and S…$88M
End-of-year total assets ($M) among Tompkins Financial Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$88M
Net Income$4M
Employer EIN141811613
Plan Effective Date1965-03-01
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
$88M 11.955521038332604% vs 2022
2024 filing year
$75M$80M$85M$90M 202220232024 $78.9M $88.3M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 283 $79M
2023 1 262 $85M
2024 1 223 $88M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Tompkins Financial Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Tompkins Financial Corporation Retirement Plan, Total assets ($B): 0.08831604 · Participants: 223Tompkins Financial Corporation Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Tompkins Financial Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Tompkins Financial Corporation Retirement Plan side-by-side with 3 peers →

Tompkins Financial Corporation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) in PA ($88M); by covered participants it is Alaska Heart Institute, LLC Cash Balance Plan in AK (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Financial Corporation Retirement Plan assets move in 2024? ▼
Tompkins Financial Corporation Retirement Plan edged up modestly - up 4.3% during 2024, from $85M to $88M. Reported net income was $4M.
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 12.0%, from $79M to $88M.
Where does Tompkins Financial Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
Tompkins Financial Corporation Retirement Plan ranks in the 90th 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 Defined Benefit (Pension) plans are similar in size to Tompkins Financial Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) in PA ($88M, 172 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tompkins Financial Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alaska Heart Institute, LLC Cash Balance Plan in AK (223 participants, $12M 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 141811613.

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.