Defined Benefit (Pension) · DOL Form 5500 · 2023

Financial Institutions, Inc. Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
659
Participants Below avg headcount
89th
Percentile by assets National rank
$108,642
Avg per participant Below avg balance/head
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Official DOL plan name: Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System · Sponsored by Financial Institutions, Inc. · New York · Finance & Insurance

$72M in assets, 659 participants

Financial Institutions, Inc.'s Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System reported $72M in total assets and 659 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,333 in Finance & Insurance (8,869 peers)

Where Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System sits by assets

Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System sits in the top quartile of all filed plans by assets, $72M for 659 participants (~$108,642/participant), up 7.9% in 2023.

#7,333
in Finance & Insurance (8,869 peers)
+7.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System's outsized position by total assets

Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System vs every filed plan by assets

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

$71,594,861 Top 11% higher than 89% 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

Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System 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. Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System sits mid-pack in the medium band (659 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System end-of-year assets rose from $66M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System reported participants fell from 677 in the plan year 2022 filing to 659 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 160816610 · Financial Institutions, Inc. PY 2023 · Defined Benefit (Pension)

Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System · $72M · 659 · 89th

  • BOOK $72M
  • BOOK 659
  • BOOK 89th
  • BOOK Defined Benefit (Pension)
  • BOOK near Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc.
  • BOOK ind #7333

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 →

Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System in the asset neighbourhood

Foster Wheeler Inc. Salaried Employees Pension PlanFoster Wheeler Inc. Salaried…$72MEmployees' Retirement Plan of S&t BankEmployees' Retirement Plan o…$72MFinancial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement SystemFinancial Institutions, Inc.…$72MRetirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc.Retirement Income Plan for B…$72MBricklayers and Allied Craftworkers Local 1 of PA/De Pension PlanBricklayers and Allied Craft…$71M
End-of-year total assets ($M) among Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$72M
Net Income$5M
Employer EIN160816610
Plan Effective Date1957-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Institutions, Inc.)

Sponsor-wide plan assets over time

All Financial Institutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$139M 12.816650857720715% vs 2022
2024 filing year
$120M$125M$130M$135M$140M$145M 202220232024 $123M $139M ▲ +12.8%
Year Plans Participants Total Assets
2022 2 1,279 $123M
2023 2 1,309 $135M
2024 2 1,211 $139M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System, Total assets ($B): 0.071594861 · Participants: 659Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement SystemIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System side-by-side with 3 peers →

Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc. in IL ($72M); by covered participants it is Western States Office & Professional Employees Pen in OR (659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (659 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 Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System assets move in 2023? ▼
Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System grew at a solid clip - up 7.9% during 2023, from $66M to $72M. Reported net income was $5M.
How have Financial Institutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Institutions, Inc.'s sponsor-wide assets grew 12.8%, from $123M to $139M.
Where does Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System rank by assets among Form 5500 filers? ▼
Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc. in IL ($72M, 143 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Western States Office & Professional Employees Pen in OR (659 participants, $610M 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 160816610.

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.