401(k) · DOL Form 5500 · 2023

Upstate Niagara Cooperative, Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
212
Participants Below avg headcount
57th
Percentile by assets National rank
$44,237
Avg per participant Low balance/head
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Official DOL plan name: Upstate Farms Dairy, LLC Retirement Plan · Sponsored by Upstate Niagara Cooperative, Inc · New York · Manufacturing

$9M in assets, 212 participants

Upstate Niagara Cooperative, Inc's Upstate Farms Dairy, LLC Retirement Plan reported $9M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,053 in Manufacturing (18,722 peers)

Coverage in New York

Upstate Farms Dairy, LLC Retirement Plan covers 212 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $9M.

#8,053
in Manufacturing (18,722 peers)
+28.4%
assets growth YoY

Upstate Farms Dairy, LLC Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Upstate Farms Dairy, LLC Retirement Plan vs every filed plan by assets

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

$9,378,280 Top 43% higher than 57% 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

Upstate Farms Dairy, LLC Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upstate Farms Dairy, LLC Retirement Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upstate Farms Dairy, LLC Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Upstate Farms Dairy, LLC Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160845625 · Upstate Niagara Cooperative, Inc PY 2023 · 401(k)

Upstate Farms Dairy, LLC Retirement Plan · $9M · 212 · 57th

  • ASSETS $9M
  • ASSETS 212
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Service by Medallion 401(k) & Retirement Plan
  • ASSETS ind #8053

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 Farms Dairy, LLC Retirement Plan in the asset neighbourhood

Upstate Farms Dairy, LLC Retirement PlanUpstate Farms Dairy, LLC Ret…$9MService by Medallion 401(k) & Retirement PlanService by Medallion 401(k) …$9MPeninsula Gastroenterology Medical Group, Inc. 401(k) Profit Sharing PlanPeninsula Gastroenterology M…$9MT2 Biosystems, Inc 401(k) Profit Sharing Plan and TrustT2 Biosystems, Inc 401(k) Pr…$9MGila River Sand and Gravel Corporation 401(k) PlanGila River Sand and Gravel C…$9M
End-of-year total assets ($M) among Upstate Farms Dairy, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN160845625
Plan Effective Date2020-02-01
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 Farms Dairy, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Upstate Farms Dairy, LLC Retirement Plan, Total assets ($B): 0.00937828 · Participants: 212Upstate Farms Dairy, LLC Retirement 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
Upstate Farms Dairy, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstate Farms Dairy, LLC Retirement Plan side-by-side with 3 peers →

Upstate Farms Dairy, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Service by Medallion 401(k) & Retirement Plan in CA ($9M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Upstate Farms Dairy, LLC Retirement Plan assets move in 2023? ▼
Upstate Farms Dairy, LLC Retirement Plan grew sharply - up 28.4% during 2023, from $7M to $9M. Reported net income was $2M.
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.
Which 401(k) plans are similar in size to Upstate Farms Dairy, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Service by Medallion 401(k) & Retirement Plan in CA ($9M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Upstate Farms Dairy, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 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.