401(k) · DOL Form 5500 · 2024
Utica First Insurance Company 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 131
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $193,308
- Avg per participant Above avg balance/head
Official DOL plan name: Utica First Insurance Company Employees Retirement & Savings Plan · Sponsored by Utica First Insurance Company · New York · Finance & Insurance
$25M in assets, 131 participants
Utica First Insurance Company's Utica First Insurance Company Employees Retirement & Savings Plan reported $25M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #5,205 in Finance & Insurance (8,549 peers)
Coverage in New York
Utica First Insurance Company Employees Retirement & Savings Plan covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $25M.
- #5,205
- in Finance & Insurance (8,549 peers)
- +13.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Utica First Insurance Company Employees Retirement & Savings Plan's outsized position by total assets
Utica First Insurance Company Employees Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,323,348 Top 25% higher than 75% 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
Utica First Insurance Company Employees Retirement & Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utica First Insurance Company Employees Retirement & Savings Plan sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Utica First Insurance Company Employees Retirement & Savings Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Utica First Insurance Company Employees Retirement & Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Utica First Insurance Company Employees Retirement & Savings Plan reported participants rose from 125 in the plan year 2023 filing to 131 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 150476540 · Utica First Insurance Company PY 2024 · 401(k)
Utica First Insurance Company Employees Retirement & Savings Plan · $25M · 131 · 75th
- NET $25M
- BOOK 131
- VS-ST 75th
- BOY 401(k)
- SCH near New England Dermatology, P.C. 401(k) Plan and Trust
- EBSA ind #5205
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 →
Utica First Insurance Company Employees Retirement & Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 150476540 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Utica First Insurance Company)
Sponsor-wide plan assets over time
All Utica First Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 33.303187914852636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $19M |
| 2023 | 1 | 125 | $22M |
| 2024 | 1 | 131 | $25M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Utica First Insurance Company Employees Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is New England Dermatology, P.C. 401(k) Plan and Trust in MA ($25M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- New England Dermatology, P.C. 401(k) Plan and Trust (MA) $25M · 90
- Usui 401(k) Plan (OH) $25M · 702
- Paradigm Talent Agency LLC 401(k) Retirement Plan (CA) $25M · 109
- Envoy 401(k) Plan (IL) $25M · 453
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- T/J Inspection, Inc. 401(k) Plan (OK) 131 · 0 off
- Ballard Employees' 401(k) Retirement Plan (VA) 131 · 0 off
- Jln Enterprises, LP 401(k) Plan (CA) 131 · 0 off
- Rancho Research Institute 401(k) Retirement Plan (CA) 131 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.