401(k) · DOL Form 5500 · 2024

Erie & Niagara Insurance Association 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
77
Participants Small participant base
63rd
Percentile by assets National rank
$183,815
Avg per participant Above avg balance/head
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Official DOL plan name: Erie and Niagara Insurance Association Savings Plan · Sponsored by Erie & Niagara Insurance Association · New York · Finance & Insurance

$14M in assets, 77 participants

Erie & Niagara Insurance Association's Erie and Niagara Insurance Association Savings Plan reported $14M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,037 in Finance & Insurance (8,549 peers)

Erie & Niagara Insurance Association multi-year trail

Erie & Niagara Insurance Association's plans moved +29.6% in assets from 2022 to 2024; this filing shows Erie and Niagara Insurance Association Savings Plan at $14M / 77 participants.

#4,037
in Finance & Insurance (8,549 peers)
+21.6%
assets growth YoY

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

Erie and Niagara Insurance Association Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,153,743 Top 37% higher than 63% of 123,620 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 2024

Erie and Niagara Insurance Association Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie and Niagara Insurance Association Savings Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Erie and Niagara Insurance Association Savings Plan reported net income rose from $961K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Erie and Niagara Insurance Association Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Erie and Niagara Insurance Association Savings Plan reported participants rose from 64 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 160425440 · Erie & Niagara Insurance Association PY 2024 · 401(k)

Erie and Niagara Insurance Association Savings Plan · $14M · 77 · 63rd

  • PART $14M
  • PART 77
  • PART 63rd
  • PART 401(k)
  • PART near Docker 401(k) Profit Sharing Plan
  • PART ind #4037

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 Savings Plan in the asset neighbourhood

Erie and Niagara Insurance Association Savings PlanErie and Niagara Insurance A…$14MDocker 401(k) Profit Sharing PlanDocker 401(k) Profit Sharing…$14MSti 401(k) Plan$14MShrader Tire and Oil Inc 401(k) Profit Sharing Plan & TrustShrader Tire and Oil Inc 401…$14MZdg/Hec 401(k) Plan$14M
End-of-year total assets ($M) among Erie and Niagara Insurance Association Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Erie & Niagara Insurance Association multi-year asset trail

Sponsor-wide plan assets over time

All Erie & 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 & Niagara Insurance Association filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN160425440
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Erie and Niagara Insurance Association Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Erie and Niagara Insurance Association Savings Plan, Total assets ($B): 0.014153743 · Participants: 77Erie and Niagara Insurance Association Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Erie and Niagara Insurance Association Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Erie and Niagara Insurance Association Savings Plan side-by-side with 3 peers →

Erie and Niagara Insurance Association Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Docker 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 Savings Plan assets move in 2024? ▼
Erie and Niagara Insurance Association Savings Plan grew sharply - up 21.6% during 2024, from $12M to $14M. Reported net income was $3M.
How have Erie & Niagara Insurance Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie & Niagara Insurance Association's sponsor-wide assets grew 29.6%, from $20M to $25M.
Which 401(k) plans are similar in size to Erie and Niagara Insurance Association Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Docker 401(k) Profit Sharing Plan in CA ($14M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Erie and Niagara Insurance Association Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.