401(k) · DOL Form 5500 · 2022

Erie & Niagara Insurance Association 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
66
Participants Small participant base
66th
Percentile by assets National rank
$161,727
Avg per participant Above avg balance/head
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Official DOL plan name: Erie and Niagara Insurance Association Savings Plan · Sponsored by Erie & Niagara Insurance Association · New York · Finance & Insurance

$11M in assets, 66 participants

Erie & Niagara Insurance Association's Erie and Niagara Insurance Association Savings Plan reported $11M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,608 in Finance & Insurance (9,261 peers)

Erie & Niagara Insurance Association multi-year trail

Erie & Niagara Insurance Association's plans moved +29.6% in assets from 2022 to 2024; this filing shows Erie and Niagara Insurance Association Savings Plan at $11M / 66 participants.

#4,608
in Finance & Insurance (9,261 peers)
-13.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Erie and Niagara Insurance Association Savings Plan vs every filed plan by assets

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

$10,673,996 Top 34% higher than 66% 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 Savings 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 Savings Plan is a small filing (66 participants) on this national headcount ladder.

DOL schedule card

Filing strip 160425440 · Erie & Niagara Insurance Association PY 2022 · 401(k)

Erie and Niagara Insurance Association Savings Plan · $11M · 66 · 66th

  • IND $11M
  • IND 66
  • IND 66th
  • IND 401(k)
  • IND near Inalfa Roof Systems, Inc. Union 401(k) Plan
  • IND ind #4608

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 Savings Plan in the asset neighbourhood

Erie and Niagara Insurance Association Savings PlanErie and Niagara Insurance A…$11MInalfa Roof Systems, Inc. Union 401(k) PlanInalfa Roof Systems, Inc. Un…$11MFlatiron Non-Union Hourly Employees' 401(k) PlanFlatiron Non-Union Hourly Em…$11MPettit Kohn Ingrassia Lutz & Dolin PC 401(k) PlanPettit Kohn Ingrassia Lutz &…$11MPhoseon Technology Inc. 401(k) Profit Sharing Plan & TrustPhoseon Technology Inc. 401(…$11M
End-of-year total assets ($M) among Erie and Niagara Insurance Association Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Erie & Niagara Insurance Association multi-year asset trail

Sponsor-wide plan assets over time

All Erie & 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 & Niagara Insurance Association filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN160425440
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Erie and Niagara Insurance Association Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Erie and Niagara Insurance Association Savings Plan, Total assets ($B): 0.010673996 · Participants: 66Erie and Niagara Insurance Association Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Erie and Niagara Insurance Association Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Erie and Niagara Insurance Association Savings Plan side-by-side with 3 peers →

Erie and Niagara Insurance Association Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI ($11M); by covered participants it is Aptera Software Inc. 401(k) Plan in IN (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

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 Savings Plan assets move in 2022? ▼
Erie and Niagara Insurance Association Savings Plan pulled back noticeably - down 13.1% during 2022, from $12M to $11M. Reported net income was -$2M.
How have Erie & Niagara Insurance Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie & Niagara Insurance Association's sponsor-wide assets grew 29.6%, from $20M to $25M.
Which 401(k) plans are similar in size to Erie and Niagara Insurance Association Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI ($11M, 734 participants).
Which 401(k) plans cover a similar participant headcount to Erie and Niagara Insurance Association Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aptera Software Inc. 401(k) Plan in IN (66 participants, N/A 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.