401(k) · DOL Form 5500 · 2024

Atria Wealth Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
636
Participants Below avg headcount
86th
Percentile by assets National rank
$89,692
Avg per participant Below avg balance/head
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Official DOL plan name: Atria Wealth Solutions 401(k) Plan · Sponsored by Atria Wealth Solutions, Inc. · New York · Finance & Insurance

$57M in assets, 636 participants

Atria Wealth Solutions, Inc.'s Atria Wealth Solutions 401(k) Plan reported $57M in total assets and 636 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,627 in Finance & Insurance (8,549 peers)

Where Atria Wealth Solutions 401(k) Plan sits by assets

Atria Wealth Solutions 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 636 participants (~$89,692/participant), up 16.5% in 2024.

#6,627
in Finance & Insurance (8,549 peers)
+16.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Atria Wealth Solutions 401(k) Plan's outsized position by total assets

Atria Wealth Solutions 401(k) Plan vs every filed plan by assets

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

$57,044,274 Top 14% higher than 86% 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

Atria Wealth Solutions 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. Atria Wealth Solutions 401(k) Plan sits mid-pack in the medium band (636 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Atria Wealth Solutions 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Atria Wealth Solutions 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Atria Wealth Solutions 401(k) Plan reported participants rose from 628 in the plan year 2023 filing to 636 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 825185377 · Atria Wealth Solutions, Inc. PY 2024 · 401(k)

Atria Wealth Solutions 401(k) Plan · $57M · 636 · 86th

  • EBSA $57M
  • EBSA 636
  • EBSA 86th
  • EBSA 401(k)
  • EBSA near Advancial Federal Credit Union 401(k) Retirement Plan
  • EBSA ind #6627

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 →

Atria Wealth Solutions 401(k) Plan in the asset neighbourhood

Atos Syntel Inc. 401(k) Plan$57MAtria Wealth Solutions 401(k) PlanAtria Wealth Solutions 401(k…$57MAdvancial Federal Credit Union 401(k) Retirement PlanAdvancial Federal Credit Uni…$57MEucon Corporation Retirement Benefit ProgramEucon Corporation Retirement…$57MBirlasoft 401(k) Retirement Savings PlanBirlasoft 401(k) Retirement …$57M
End-of-year total assets ($M) among Atria Wealth Solutions 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)$49M
Net Assets (End of Year)$57M
Net Income$8M
Employer EIN825185377
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atria Wealth Solutions, Inc.)

Sponsor-wide plan assets over time

All Atria Wealth Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 16.549242840144547% vs 2023
2024 filing year
$45M$50M$55M$60M 20232024 $48.9M $57M ▲ +16.6%
Year Plans Participants Total Assets
2023 1 628 $49M
2024 1 636 $57M

Nearby 401(k) Plans in New York

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

Atria Wealth Solutions 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Atria Wealth Solutions 401(k) Plan, Total assets ($B): 0.057044274 · Participants: 636Atria Wealth Solutions 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
Atria Wealth Solutions 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Atria Wealth Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Advancial Federal Credit Union 401(k) Retirement Plan in TX ($57M); by covered participants it is Aerotech Corporation Airport Services Savings and Investment Plan in WI (636 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (636 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 Atria Wealth Solutions 401(k) Plan assets move in 2024? ▼
Atria Wealth Solutions 401(k) Plan grew sharply - up 16.5% during 2024, from $49M to $57M. Reported net income was $8M.
How have Atria Wealth Solutions, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Atria Wealth Solutions, Inc.'s sponsor-wide assets grew 16.5%, from $49M to $57M.
Where does Atria Wealth Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Atria Wealth Solutions 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Atria Wealth Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advancial Federal Credit Union 401(k) Retirement Plan in TX ($57M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Atria Wealth Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerotech Corporation Airport Services Savings and Investment Plan in WI (636 participants, N/A 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 825185377.

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.