Defined Benefit (Pension) · DOL Form 5500 · 2022

Erie and Niagara Insurance Association Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
59
Participants Small participant base
63rd
Percentile by assets National rank
$151,161
Avg per participant Above avg balance/head
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Official DOL plan name: Erie and Niagara Insurance Association Cash Balance Retirement Plan · Sponsored by Erie and Niagara Insurance Association · New York · Finance & Insurance

$9M in assets, 59 participants

Erie and Niagara Insurance Association's Erie and Niagara Insurance Association Cash Balance Retirement Plan reported $9M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,257 in Finance & Insurance (9,261 peers)

Erie and Niagara Insurance Association multi-year trail

Erie and Niagara Insurance Association's plans moved +29.6% in assets from 2022 to 2024; this filing shows Erie and Niagara Insurance Association Cash Balance Retirement Plan at $9M / 59 participants.

#4,257
in Finance & Insurance (9,261 peers)
-12.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Erie and Niagara Insurance Association Cash Balance Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Erie and Niagara Insurance Association Cash Balance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,918,514 Top 37% higher than 63% of 139,123 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 2022

Erie and Niagara Insurance Association Cash Balance Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie and Niagara Insurance Association Cash Balance Retirement Plan is a small filing (59 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 160425440 · Erie and Niagara Insurance Association PY 2022 · Defined Benefit (Pension)

Erie and Niagara Insurance Association Cash Balance Retirement Plan · $9M · 59 · 63rd

  • PCT $9M
  • EIN 59
  • RANK 63rd
  • PHOTO Defined Benefit (Pension)
  • IND near Mineral Wells Hourly Employees Pension Plan
  • EOY ind #4257

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 →

Erie and Niagara Insurance Association Cash Balance Retirement Plan in the asset neighbourhood

Optimus Steel Pension Plan$9MErie and Niagara Insurance Association Cash Balance Retirement PlanErie and Niagara Insurance A…$9MMineral Wells Hourly Employees Pension PlanMineral Wells Hourly Employe…$9MAngus Chemical Company Defined Benefit PlanAngus Chemical Company Defin…$9MRetirement Plan for Employees of Bishop MuseumRetirement Plan for Employee…$9M
End-of-year total assets ($M) among Erie and Niagara Insurance Association Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Erie and Niagara Insurance Association multi-year asset trail

Sponsor-wide plan assets over time

All Erie and Niagara Insurance Association plans reported in each filing year

Latest sponsor-wide plan assets
$25M 29.62913378632957% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.6M $25.4M ▲ +29.7%
Year Plans Participants Total Assets
2022 2 125 $20M
2023 2 121 $21M
2024 2 140 $25M

Erie and Niagara Insurance Association filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN160425440
Plan Effective Date1962-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Erie and Niagara Insurance Association Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Erie and Niagara Insurance Association Cash Balance Retirement Plan, Total assets ($B): 0.008918514 · Participants: 59Erie and Niagara Insurance Association Cash Balance Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Erie and Niagara Insurance Association Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Erie and Niagara Insurance Association Cash Balance Retirement Plan side-by-side with 3 peers →

Erie and Niagara Insurance Association Cash Balance 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 Mineral Wells Hourly Employees Pension Plan in TX ($9M); by covered participants it is Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America in DC (59 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Erie and Niagara Insurance Association Cash Balance Retirement Plan assets move in 2022? ▼
Erie and Niagara Insurance Association Cash Balance Retirement Plan pulled back noticeably - down 12.8% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Erie and Niagara Insurance Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie and Niagara Insurance Association's sponsor-wide assets grew 29.6%, from $20M to $25M.
Which Defined Benefit (Pension) plans are similar in size to Erie and Niagara Insurance Association Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mineral Wells Hourly Employees Pension Plan in TX ($9M, 55 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Erie and Niagara Insurance Association Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America in DC (59 participants, $126M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160425440.

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.