401(k) · DOL Form 5500 · 2023

Upstate Niagara Cooperative, Inc 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
984
Participants Near avg headcount
92nd
Percentile by assets National rank
$122,868
Avg per participant Near avg balance/head
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Official DOL plan name: Upstate Niagara Cooperative, Inc. Retirement Plan · Sponsored by Upstate Niagara Cooperative, Inc · New York · Manufacturing

$121M in assets, 984 participants

Upstate Niagara Cooperative, Inc's Upstate Niagara Cooperative, Inc. Retirement Plan reported $121M in total assets and 984 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,562 in Manufacturing (18,722 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, $121M for 984 participants (~$122,868/participant), up 11.9% in 2023.

#16,562
in Manufacturing (18,722 peers)
+11.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Upstate Niagara Cooperative, Inc. Retirement Plan's outsized position by total assets

Upstate Niagara Cooperative, Inc. Retirement Plan vs every filed plan by assets

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

$120,902,312 Top 8% higher than 92% 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 Niagara Cooperative, Inc. 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 Niagara Cooperative, Inc. Retirement Plan sits mid-pack in the medium band (984 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upstate Niagara Cooperative, Inc. Retirement Plan reported net income rose from -$23M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Upstate Niagara Cooperative, Inc. Retirement Plan end-of-year assets rose from $108M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Upstate Niagara Cooperative, Inc. Retirement Plan reported participants fell from 1,006 in the plan year 2022 filing to 984 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Upstate Niagara Cooperative, Inc. Retirement Plan · $121M · 984 · 92nd

  • TYPE $121M
  • TYPE 984
  • TYPE 92nd
  • TYPE 401(k)
  • TYPE near Providence Administrative Consulting Services Inc 401(k) Profit Sharing Plan and Trust
  • TYPE ind #16562

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 Niagara Cooperative, Inc. Retirement Plan in the asset neighbourhood

Thrift Plan of Rhi Magnesita$121MUpstate Niagara Cooperative, Inc. Retirement PlanUpstate Niagara Cooperative,…$121MProvidence Administrative Consulting Services Inc 401(k) Profit Sharing Plan and TrustProvidence Administrative Co…$121MHamilton Company 401(k) Retirement PlanHamilton Company 401(k) Reti…$121MBowman Consulting Group, Ltd. Retirement PlanBowman Consulting Group, Ltd…$121M
End-of-year total assets ($M) among Upstate Niagara Cooperative, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$121M
Net Income$13M
Employer EIN160845625
Plan Effective Date1976-05-01
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 Niagara Cooperative, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Upstate Niagara Cooperative, Inc. Retirement Plan, Total assets ($B): 0.120902312 · Participants: 984Upstate Niagara Cooperative, Inc. 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 Niagara Cooperative, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstate Niagara Cooperative, Inc. Retirement Plan side-by-side with 3 peers →

Upstate Niagara Cooperative, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Providence Administrative Consulting Services Inc 401(k) Profit Sharing Plan and Trust in UT ($121M); by covered participants it is Hard Rock Sacramento Retirement Plan in CA (984 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (984 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 Niagara Cooperative, Inc. Retirement Plan assets move in 2023? ▼
Upstate Niagara Cooperative, Inc. Retirement Plan grew at a solid clip - up 11.9% during 2023, from $108M to $121M. Reported net income was $13M.
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 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Providence Administrative Consulting Services Inc 401(k) Profit Sharing Plan and Trust in UT ($121M, 20,690 participants).
Which 401(k) plans cover a similar participant headcount to Upstate Niagara Cooperative, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hard Rock Sacramento Retirement Plan in CA (984 participants, $15M 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.