401(k) · DOL Form 5500 · 2023

Upstate Niagara Cooperative, Inc 401(k) Plan

Data updated 2026-08-11

$121M
Total assets
984
Participants
92nd
Percentile by assets
$122,868
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$121M
total plan assets (2023 EOY)
984
covered participants
92nd
percentile by assets (of 127,072 plans)
$122,868
avg assets per participant

Where Upstate Niagara Cooperative, Inc. Retirement Plan sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Manufacturing

Upstate Niagara Cooperative, Inc. Retirement Plan vs the 2023 asset distribution

By assets, Upstate Niagara Cooperative, Inc. Retirement Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

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)

$110M$120M$130M$140M$150M 202220232024 $115M $144M ▲ +24.5%
Total plan assets by year, all Upstate Niagara Cooperative, Inc plans on file
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 ($B) Participants Upstate Niagara Coop…, Total assets ($B): 0.120902312 · Participants: 984Upstate Niagara Coop…IBM 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…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Upstate Niagara Cooperative, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstate Niagara Cooperative, Inc. Retire… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Upstate Niagara Cooperative, Inc. Retirement Plan by total assets, not by location.

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).

Next read for Upstate Niagara Cooperative, Inc. Retire…

Scale reading

Ways to act on Upstate Niagara Cooperative, Inc. Retirement Plan's numbers.

  • By total assets, Upstate Niagara Cooperative, Inc. Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Upstate Niagara Cooperative, Inc's sponsor-wide assets have grown 24.5% since 2022 across 3 plan years on file. More Manufacturing plans

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.