401(k) · DOL Form 5500 · 2023

Erie & Niagara Insurance Association 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
64
Participants Small participant base
62nd
Percentile by assets National rank
$181,797
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

$12M in assets, 64 participants

Erie & Niagara Insurance Association's Erie and Niagara Insurance Association Savings Plan reported $12M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,139 in Finance & Insurance (8,869 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 $12M / 64 participants.

#4,139
in Finance & Insurance (8,869 peers)
+9.0%
assets growth YoY

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 2023 · DOL Form 5500

$11,634,996 Top 38% higher than 62% of 127,068 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 2023

Erie and Niagara Insurance Association Savings Plan among smaller filed plans by headcount

Plan-year 2023 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 (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Erie and Niagara Insurance Association Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $961K in the plan year 2023 filing.
  • Erie and Niagara Insurance Association Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Erie and Niagara Insurance Association Savings Plan reported participants fell from 66 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160425440 · Erie & Niagara Insurance Association PY 2023 · 401(k)

Erie and Niagara Insurance Association Savings Plan · $12M · 64 · 62nd

  • PART $12M
  • PART 64
  • PART 62nd
  • PART 401(k)
  • PART near 403(b) Thrift Plan of Casa De Las Campanas
  • PART ind #4139

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

403(b) Thrift Plan of Casa De Las Campanas403(b) Thrift Plan of Casa D…$12MNational Ewp, Inc. 401(k) PlanNational Ewp, Inc. 401(k) Pl…$12MDiamond Technical Services, Inc. 401(k) Profit Sharing PlanDiamond Technical Services, …$12MErie and Niagara Insurance Association Savings PlanErie and Niagara Insurance A…$12MMidwest Fastener Corp. 401(k) PlanMidwest Fastener Corp. 401(k…$12M
End-of-year total assets ($M) among Erie and Niagara Insurance Association Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$961K
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 -20020406080 Total assets ($B) Participants Erie and Niagara Insurance Association Savings Plan, Total assets ($B): 0.011634996 · Participants: 64Erie and Niagara Insurance Association Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 403(b) Thrift Plan of Casa De Las Campanas in CA ($12M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Erie and Niagara Insurance Association Savings Plan grew at a solid clip - up 9.0% during 2023, from $11M to $12M. Reported net income was $961K.
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 403(b) Thrift Plan of Casa De Las Campanas in CA ($12M, 184 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 Ekso Bionics 401(k) Plan in CA (64 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.