Defined Benefit (Pension) · DOL Form 5500 · 2022
Financial Institutions, Inc. Pension Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 677
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $98,012
- Avg per participant Below avg balance/head
Official DOL plan name: Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System · Sponsored by Financial Institutions, Inc. · New York · Finance & Insurance
$66M in assets, 677 participants
Financial Institutions, Inc.'s Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System reported $66M in total assets and 677 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #7,795 in Finance & Insurance (9,261 peers)
Where Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System sits by assets
Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System sits in the top 10% of all filed plans by assets, $66M for 677 participants (~$98,012/participant), down 8.4% in 2022.
- #7,795
- in Finance & Insurance (9,261 peers)
- -8.4%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System's outsized position by total assets
Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,354,013 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System 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. Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System sits mid-pack in the medium band (677 participants).
Published 5500 schedule card
Filing strip 160816610 · Financial Institutions, Inc. PY 2022 · Defined Benefit (Pension)
Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System · $66M · 677 · 90th
- BOY $66M
- BOY 677
- BOY 90th
- BOY Defined Benefit (Pension)
- BOY near Continental Graphics Employee Pension Plan
- BOY ind #7795
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 →
Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | -$6M |
| Employer EIN | 160816610 |
| Plan Effective Date | 1957-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Financial Institutions, Inc.)
Sponsor-wide plan assets over time
All Financial Institutions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $139M 12.816650857720715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,279 | $123M |
| 2023 | 2 | 1,309 | $135M |
| 2024 | 2 | 1,211 | $139M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Continental Graphics Employee Pension Plan in WA ($66M); by covered participants it is The Goodyear Tire & Rubber Company Retail Pension Plan in OH (676 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Continental Graphics Employee Pension Plan (WA) $66M · 347
- Cabell Huntington Hospital, Inc. Union Employees' Retirement Plan (WV) $66M · 293
- Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund (MD) $66M · 233
- Retirement Plan for Employees of Sargent Manufacturing Company and Amstar Electronics Group (CT) $66M · 199
Similar participant headcount
Nearest other-state filings by covered participants (677 participants); asset peers above are excluded.
- The Goodyear Tire & Rubber Company Retail Pension Plan (OH) 676 · 1 off
- Cbera Plan C (MA) 678 · 1 off
- American Chemical Society Retirement Plan (DC) 676 · 1 off
- Mainegeneral Health Pension Plan (ME) 675 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.