401(k) · DOL Form 5500 · 2022

Upstate Niagara Cooperative, Inc 401(k) Plan

Data updated 2026-08-11

$108M
Total assets
1,006
Participants
93rd
Percentile by assets
$107,400
Avg per participant
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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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$108M
total plan assets (2022 EOY)
1,006
covered participants
93rd
percentile by assets (of 139,126 plans)
$107,400
avg assets per participant

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.

Where Upstate Niagara Cooperative, Inc. Retirement Plan sits 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 $2,010,000,000 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

State
New York
Industry
Manufacturing

Upstate Niagara Cooperative, Inc. Retirement Plan vs the 2022 asset distribution

By assets, Upstate Niagara Cooperative, Inc. Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

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)

$110M$120M$130M$140M$150M 202220232024 $115M $144M ▲ +24.5%
Total plan assets by year, all Upstate Niagara Cooperative, Inc plans on file
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 ($B) Participants Upstate Niagara Coop…, Total assets ($B): 0.10804397 · Participants: 1006Upstate Niagara Coop…IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
Upstate Niagara Cooperative, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstate Niagara Cooperative, Inc. Retire… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Upstate Niagara Cooperative, Inc. Retirement Plan by total assets, not by location.

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).

Next read for Upstate Niagara Cooperative, Inc. Retire…

Scale reading

Ways to act on Upstate Niagara Cooperative, Inc. Retirement Plan's numbers.

  • By total assets, Upstate Niagara Cooperative, Inc. Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Upstate Niagara Cooperative, Inc's sponsor-wide assets have grown 24.5% since 2022 across 3 plan years on file. More Manufacturing plans

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.