401(k) · DOL Form 5500 · 2022

Upstate Niagara Cooperative, Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
212
Participants Below avg headcount
58th
Percentile by assets National rank
$34,466
Avg per participant Low balance/head
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Official DOL plan name: Upstate Farms Dairy, LLC Retirement Plan · Sponsored by Upstate Niagara Cooperative, Inc · New York · Manufacturing

$7M in assets, 212 participants

Upstate Niagara Cooperative, Inc's Upstate Farms Dairy, LLC Retirement Plan reported $7M in total assets and 212 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #9,073 in Manufacturing (20,602 peers)

Coverage in New York

Upstate Farms Dairy, LLC Retirement Plan covers 212 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $7M.

#9,073
in Manufacturing (20,602 peers)
-17.1%
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.

Upstate Farms Dairy, LLC Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Upstate Farms Dairy, LLC Retirement Plan vs every filed plan by assets

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

$7,306,798 Top 42% higher than 58% 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

Upstate Farms Dairy, LLC Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upstate Farms Dairy, LLC Retirement Plan sits mid-pack in the medium band (212 participants).

Form 5500 schedule snapshot

Filing strip 160845625 · Upstate Niagara Cooperative, Inc PY 2022 · 401(k)

Upstate Farms Dairy, LLC Retirement Plan · $7M · 212 · 58th

  • SCH $7M
  • SCH 212
  • SCH 58th
  • SCH 401(k)
  • SCH near Allyis Retirement Plan
  • SCH ind #9073

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 Manufacturing retirement plans → · Plans in New York →

Upstate Farms Dairy, LLC Retirement Plan in the asset neighbourhood

Upstate Farms Dairy, LLC Retirement PlanUpstate Farms Dairy, LLC Ret…$7MAllyis Retirement Plan$7MSrs Consulting, Inc 401(k) Profit Sharing PlanSrs Consulting, Inc 401(k) P…$7MAlice and Olivia, LLC 401(k) PlanAlice and Olivia, LLC 401(k)…$7MClub Assist US LLC/Joint Ventures Retirement PlanClub Assist US LLC/Joint Ven…$7M
End-of-year total assets ($M) among Upstate Farms Dairy, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN160845625
Plan Effective Date2020-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstate Niagara Cooperative, Inc)

Sponsor-wide plan assets over time

All Upstate Niagara Cooperative, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$144M 24.477068067721923% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $115M $144M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 1,218 $115M
2023 2 1,196 $130M
2024 2 1,215 $144M

Nearby 401(k) Plans in New York

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

Upstate Farms Dairy, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Upstate Farms Dairy, LLC Retirement Plan, Total assets ($B): 0.007306798 · Participants: 212Upstate Farms Dairy, LLC Retirement 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
Upstate Farms Dairy, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstate Farms Dairy, LLC Retirement Plan side-by-side with 3 peers →

Upstate Farms Dairy, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Allyis Retirement Plan in WA ($7M); by covered participants it is Stumptown Coffee 401(k) Plan in OR (212 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Upstate Farms Dairy, LLC Retirement Plan assets move in 2022? ▼
Upstate Farms Dairy, LLC Retirement Plan declined sharply - down 17.1% during 2022, from $9M to $7M. Reported net income was -$1M.
How have Upstate Niagara Cooperative, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstate Niagara Cooperative, Inc's sponsor-wide assets grew 24.5%, from $115M to $144M.
Which 401(k) plans are similar in size to Upstate Farms Dairy, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allyis Retirement Plan in WA ($7M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Upstate Farms Dairy, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stumptown Coffee 401(k) Plan in OR (212 participants, $5M 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 160845625.

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.