401(k) · DOL Form 5500 · 2024

Tradition Management, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
726
Participants Near avg headcount
32nd
Percentile by assets National rank
$3,520
Avg per participant Low balance/head
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Official DOL plan name: Tsl 401(k) Plan · Sponsored by Tradition Management, LLC · Texas · Real Estate

$3M in assets, 726 participants

Tradition Management, LLC's Tsl 401(k) Plan reported $3M in total assets and 726 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,376 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Tsl 401(k) Plan ranks #2,376 of 4,605 2024 filers by assets (1016% of the sector average)-$3M for 726 participants.

#2,376
in Real Estate (4,605 peers)
+32.7%
assets growth YoY

Tsl 401(k) Plan among the smaller filed plans by assets

Tsl 401(k) Plan vs every filed plan by assets

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

$2,555,566 32nd percentile higher than 32% 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

Tsl 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. Tsl 401(k) Plan sits mid-pack in the medium band (726 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tsl 401(k) Plan reported net income rose from $418K in the plan year 2023 filing to $630K in the plan year 2024 filing.
  • Tsl 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Tsl 401(k) Plan reported participants rose from 628 in the plan year 2023 filing to 726 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800211352 · Tradition Management, LLC PY 2024 · 401(k)

Tsl 401(k) Plan · $3M · 726 · 32nd

  • VS-ST $3M
  • BOY 726
  • SCH 32nd
  • EBSA 401(k)
  • PART near Family Help and Wellness Family Help and Wellness 401(k) Plan
  • TYPE ind #2376

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 Real Estate retirement plans → · Plans in Texas →

Tsl 401(k) Plan in the asset neighbourhood

Tsl 401(k) Plan$3MFamily Help and Wellness Family Help and Wellness 401(k) PlanFamily Help and Wellness Fam…$3MDania Entertainment Center,LLC 401(k) PlanDania Entertainment Center,L…$3MGrant Aviation, Inc. 401(k) Profit Sharing PlanGrant Aviation, Inc. 401(k) …$3MThe Glass Baron, Inc. 401(k) Profit Sharing PlanThe Glass Baron, Inc. 401(k)…$3M
End-of-year total assets ($M) among Tsl 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$630K
Employer EIN800211352
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tradition Management, LLC)

Sponsor-wide plan assets over time

All Tradition Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 69.4926427965995% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.51M $2.56M ▲ +69.5%
Year Plans Participants Total Assets
2022 1 532 $2M
2023 1 628 $2M
2024 1 726 $3M

Nearby 401(k) Plans in Texas

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

Tsl 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tsl 401(k) Plan, Total assets ($B): 0.002555566 · Participants: 726Tsl 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Tsl 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tsl 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Family Help and Wellness Family Help and Wellness 401(k) Plan in OR ($3M); by covered participants it is Las Vegas Sands Corp. 401(k) Retirement Plan in NV (726 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (726 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 Tsl 401(k) Plan assets move in 2024? ▼
Tsl 401(k) Plan surged - up 32.7% during 2024, from $2M to $3M. Reported net income was $630K.
How have Tradition Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tradition Management, LLC's sponsor-wide assets grew 69.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Tsl 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Help and Wellness Family Help and Wellness 401(k) Plan in OR ($3M, 896 participants).
Which 401(k) plans cover a similar participant headcount to Tsl 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Las Vegas Sands Corp. 401(k) Retirement Plan in NV (726 participants, $118M 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 800211352.

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.