Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Tompkins Financial Corporation
EIN 15-0470650financial servicesLatest filing 2025
Plans
2
Retirement
2
$275.9M assets
Health & Benefits
0
Participants
2,390
P.O. BOX 460, 118 EAST SENECA STREET - ITHACA, NY 148510460607-273-3210tompkinsfinancial.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $275.9M assets / 2,390 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
TOMPKINS RETIREMENT SAVINGS PLAN
401(k)
Assets$237.5M
Participants1,300
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$38.4M
Participants1,090
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TOMPKINS RETIREMENT SAVINGS PLAN | 401(k) | $237.5M | 1,300 | 2025 |
| #003 | TOMPKINS FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $38.4M | 1,090 | 2025 |
- #002 · 401(k) · 20251,300
- #003 · ESOP · 20251,090
Retirement plans