401(k) · DOL Form 5500 · 2022

Upstate Niagara Cooperative, Inc 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
1,006
Participants Near avg headcount
93rd
Percentile by assets National rank
$107,400
Avg per participant Below avg balance/head
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Official DOL plan name: Upstate Niagara Cooperative, Inc. Retirement Plan · Sponsored by Upstate Niagara Cooperative, Inc · New York · Manufacturing

$108M in assets, 1,006 participants

Upstate Niagara Cooperative, Inc's Upstate Niagara Cooperative, Inc. Retirement Plan reported $108M in total assets and 1,006 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,448 in Manufacturing (20,602 peers)

Where Upstate Niagara Cooperative, Inc. Retirement Plan sits by assets

Upstate Niagara Cooperative, Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $108M for 1,006 participants (~$107,400/participant), up 22.4% in 2022.

#18,448
in Manufacturing (20,602 peers)
+22.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Upstate Niagara Cooperative, Inc. Retirement Plan's outsized position by total assets

Upstate Niagara Cooperative, Inc. Retirement Plan vs every filed plan by assets

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

$108,043,970 Top 7% higher than 93% 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 Niagara Cooperative, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upstate Niagara Cooperative, Inc. Retirement Plan lands in the large band (1,006 participants).

Plan-year Form 5500 strip

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

Upstate Niagara Cooperative, Inc. Retirement Plan · $108M · 1,006 · 93rd

  • BOY $108M
  • SCH 1,006
  • EBSA 93rd
  • PART 401(k)
  • TYPE near Capital Womens Care, LLC Employees 401(k) Plan
  • NET ind #18448

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 Niagara Cooperative, Inc. Retirement Plan in the asset neighbourhood

Bissell Inc. 401(k) Plan$108MThe Westervelt Company Savings and Investment PlanThe Westervelt Company Savin…$108MCapital Womens Care, LLC Employees 401(k) PlanCapital Womens Care, LLC Emp…$108MUpstate Niagara Cooperative, Inc. Retirement PlanUpstate Niagara Cooperative,…$108MEdp Renewables North America LLC 401(k) Retirement Savings PlanEdp Renewables North America…$108M
End-of-year total assets ($M) among Upstate Niagara Cooperative, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$108M
Net Income-$23M
Employer EIN160845625
Plan Effective Date1976-05-01
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 Niagara Cooperative, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Upstate Niagara Cooperative, Inc. Retirement Plan, Total assets ($B): 0.10804397 · Participants: 1006Upstate Niagara Cooperative, Inc. 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 Niagara Cooperative, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstate Niagara Cooperative, Inc. Retirement Plan side-by-side with 3 peers →

Upstate Niagara Cooperative, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Capital Womens Care, LLC Employees 401(k) Plan in MD ($108M); by covered participants it is Greensky Trade Credit, LLC 401(k) Plan in GA (1,006 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,006 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 Niagara Cooperative, Inc. Retirement Plan assets move in 2022? ▼
Upstate Niagara Cooperative, Inc. Retirement Plan grew sharply - up 22.4% during 2022, from $88M to $108M. Reported net income was -$23M.
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.
Where does Upstate Niagara Cooperative, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Upstate Niagara Cooperative, Inc. Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Upstate Niagara Cooperative, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Womens Care, LLC Employees 401(k) Plan in MD ($108M, 901 participants).
Which 401(k) plans cover a similar participant headcount to Upstate Niagara Cooperative, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greensky Trade Credit, LLC 401(k) Plan in GA (1,006 participants, $10M 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.