Defined Benefit (Pension) · DOL Form 5500 · 2023

Erie and Niagara Insurance Association Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
57
Participants Small participant base
58th
Percentile by assets National rank
$171,470
Avg per participant Above avg balance/head
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Official DOL plan name: Erie and Niagara Insurance Association Cash Balance Retirement Plan · Sponsored by Erie and Niagara Insurance Association · New York · Finance & Insurance

$10M in assets, 57 participants

Erie and Niagara Insurance Association's Erie and Niagara Insurance Association Cash Balance Retirement Plan reported $10M in total assets and 57 participants in its 2023 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.

  • #3,800 in Finance & Insurance (8,869 peers)

Erie and Niagara Insurance Association multi-year trail

Erie and Niagara Insurance Association's plans moved +29.6% in assets from 2022 to 2024; this filing shows Erie and Niagara Insurance Association Cash Balance Retirement Plan at $10M / 57 participants.

#3,800
in Finance & Insurance (8,869 peers)
+9.6%
assets growth YoY

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

Erie and Niagara Insurance Association Cash Balance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,773,801 Top 42% higher than 58% 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 Cash Balance Retirement 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 Cash Balance Retirement Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Erie and Niagara Insurance Association Cash Balance Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $855K in the plan year 2023 filing.
  • Erie and Niagara Insurance Association Cash Balance Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Erie and Niagara Insurance Association Cash Balance Retirement Plan reported participants fell from 59 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 160425440 · Erie and Niagara Insurance Association PY 2023 · Defined Benefit (Pension)

Erie and Niagara Insurance Association Cash Balance Retirement Plan · $10M · 57 · 58th

  • RANK $10M
  • PHOTO 57
  • IND 58th
  • EOY Defined Benefit (Pension)
  • 5500 near Nachi Machining Technology Company Salaried Employees' Pension Plan
  • ASSETS ind #3800

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 Cash Balance Retirement Plan in the asset neighbourhood

Hb Performance Systems, Inc. Defined Benefit PlanHb Performance Systems, Inc.…$10MErie and Niagara Insurance Association Cash Balance Retirement PlanErie and Niagara Insurance A…$10MNachi Machining Technology Company Salaried Employees' Pension PlanNachi Machining Technology C…$10MNationwide Uniform Corporation Retirement PlanNationwide Uniform Corporati…$10MSecurity First Federal Credit Union Retirement Pension PlanSecurity First Federal Credi…$10M
End-of-year total assets ($M) among Erie and Niagara Insurance Association Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Erie and Niagara Insurance Association multi-year asset trail

Sponsor-wide plan assets over time

All Erie and 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 and Niagara Insurance Association filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$855K
Employer EIN160425440
Plan Effective Date1962-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Erie and Niagara Insurance Association Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Erie and Niagara Insurance Association Cash Balance Retirement Plan, Total assets ($B): 0.009773801 · Participants: 57Erie and Niagara Insurance Association Cash Balance Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Erie and Niagara Insurance Association Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Erie and Niagara Insurance Association Cash Balance Retirement Plan side-by-side with 3 peers →

Erie and Niagara Insurance Association Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Nachi Machining Technology Company Salaried Employees' Pension Plan in IN ($10M); by covered participants it is Pioneer Employees Pension Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Cash Balance Retirement Plan assets move in 2023? ▼
Erie and Niagara Insurance Association Cash Balance Retirement Plan grew at a solid clip - up 9.6% during 2023, from $9M to $10M. Reported net income was $855K.
How have Erie and Niagara Insurance Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie and Niagara Insurance Association's sponsor-wide assets grew 29.6%, from $20M to $25M.
Which Defined Benefit (Pension) plans are similar in size to Erie and Niagara Insurance Association Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nachi Machining Technology Company Salaried Employees' Pension Plan in IN ($10M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Erie and Niagara Insurance Association Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pioneer Employees Pension Plan in CA (57 participants, N/A 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.