Defined Benefit (Pension) · DOL Form 5500 · 2024
Erie and Niagara Insurance Association Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $178,474
- Avg per participant Above avg balance/head
Official DOL plan name: Erie and Niagara Insurance Association Cash Balance Retirement Plan · Sponsored by Erie and Niagara Insurance Association · New York · Finance & Insurance
$11M in assets, 63 participants
Erie and Niagara Insurance Association's Erie and Niagara Insurance Association Cash Balance Retirement Plan reported $11M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,600 in Finance & Insurance (8,549 peers)
Erie and Niagara Insurance Association multi-year trail
Erie and Niagara Insurance Association's plans moved +29.6% in assets from 2022 to 2024; this filing shows Erie and Niagara Insurance Association Cash Balance Retirement Plan at $11M / 63 participants.
- #3,600
- in Finance & Insurance (8,549 peers)
- +15.0%
- assets growth YoY
Erie and Niagara Insurance Association Cash Balance Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Erie and Niagara Insurance Association Cash Balance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,243,858 Top 42% higher than 58% of 123,620 filed plans
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 Cash Balance Retirement 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 Cash Balance Retirement Plan is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Erie and Niagara Insurance Association Cash Balance Retirement Plan reported net income rose from $855K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Erie and Niagara Insurance Association Cash Balance Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Erie and Niagara Insurance Association Cash Balance Retirement Plan reported participants rose from 57 in the plan year 2023 filing to 63 in the plan year 2024 filing.
DOL schedule card
Filing strip 160425440 · Erie and Niagara Insurance Association PY 2024 · Defined Benefit (Pension)
Erie and Niagara Insurance Association Cash Balance Retirement Plan · $11M · 63 · 58th
- SCH $11M
- SCH 63
- SCH 58th
- SCH Defined Benefit (Pension)
- SCH near Montgomery Bell Academy Pension Plan
- SCH ind #3600
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 Cash Balance Retirement Plan in the asset neighbourhood
Erie and Niagara Insurance Association multi-year asset trail
Sponsor-wide plan assets over time
All Erie and Niagara Insurance Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 29.62913378632957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 125 | $20M |
| 2023 | 2 | 121 | $21M |
| 2024 | 2 | 140 | $25M |
Erie and Niagara Insurance Association filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 160425440 |
| Plan Effective Date | 1962-02-01 |
| Filing Status | FILING RECEIVED |
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 $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Erie and Niagara Insurance Association Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Montgomery Bell Academy Pension Plan in TN ($11M); by covered participants it is Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees in GA (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.
- Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees (GA) 63 · 0 off
- The Reliable Automatic Sprinkler Co Inc Retirement Income Plan (SC) 63 · 0 off
- Wilentz, Goldman, & Spitzer, P.a. Pension Plan (NJ) 63 · 0 off
- Me West Castings Pension Plan for Tempe Bargaining Unit Employees (MN) 63 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.