401(k) · DOL Form 5500 · 2024

Upstate Niagara Cooperative, Inc 401(k) Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
1,003
Participants Near avg headcount
92nd
Percentile by assets National rank
$132,259
Avg per participant Near avg balance/head
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Official DOL plan name: Upstate Niagara Cooperative, Inc. Retirement Plan · Sponsored by Upstate Niagara Cooperative, Inc · New York · Manufacturing

$133M in assets, 1,003 participants

Upstate Niagara Cooperative, Inc's Upstate Niagara Cooperative, Inc. Retirement Plan reported $133M in total assets and 1,003 participants in its 2024 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.

  • #15,719 in Manufacturing (17,777 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, $133M for 1,003 participants (~$132,259/participant), up 9.7% in 2024.

#15,719
in Manufacturing (17,777 peers)
+9.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Upstate Niagara Cooperative, Inc. Retirement Plan's outsized position by total assets

Upstate Niagara Cooperative, Inc. Retirement Plan vs every filed plan by assets

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

$132,655,655 Top 8% higher than 92% 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

Upstate Niagara Cooperative, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upstate Niagara Cooperative, Inc. Retirement Plan lands in the large band (1,003 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upstate Niagara Cooperative, Inc. Retirement Plan end-of-year assets rose from $121M in the plan year 2023 filing to $133M in the plan year 2024 filing.
  • Upstate Niagara Cooperative, Inc. Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Upstate Niagara Cooperative, Inc. Retirement Plan reported participants rose from 984 in the plan year 2023 filing to 1,003 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 160845625 · Upstate Niagara Cooperative, Inc PY 2024 · 401(k)

Upstate Niagara Cooperative, Inc. Retirement Plan · $133M · 1,003 · 92nd

  • TYPE $133M
  • NET 1,003
  • BOOK 92nd
  • VS-ST 401(k)
  • BOY near Hanson Group, Inc. 401(k) Plan
  • SCH ind #15719

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 Manufacturing retirement plans → · Plans in New York →

Upstate Niagara Cooperative, Inc. Retirement Plan in the asset neighbourhood

Graniterock 401(k) Plan$133MZausner Foods Corp. and Participating Employers Savings Plus PlanZausner Foods Corp. and Part…$133MCarepathrx 401(k) Plan$133MUpstate Niagara Cooperative, Inc. Retirement PlanUpstate Niagara Cooperative,…$133MHanson Group, Inc. 401(k) PlanHanson Group, Inc. 401(k) Pl…$133M
End-of-year total assets ($M) among Upstate Niagara Cooperative, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$133M
Net Income$12M
Employer EIN160845625
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstate Niagara Cooperative, Inc)

Sponsor-wide plan assets over time

All Upstate Niagara Cooperative, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$144M 24.477068067721923% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $115M $144M ▲ +24.5%
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 ($B) Participants Upstate Niagara Cooperative, Inc. Retirement Plan, Total assets ($B): 0.132655655 · Participants: 1003Upstate Niagara Cooperative, Inc. Retirement 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
Upstate Niagara Cooperative, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Upstate Niagara Cooperative, Inc. Retirement Plan side-by-side with 3 peers →

Upstate Niagara Cooperative, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hanson Group, Inc. 401(k) Plan in IL ($133M); by covered participants it is Venture Global Lng 401(k) Plan in VA (1,003 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($133M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,003 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 Upstate Niagara Cooperative, Inc. Retirement Plan assets move in 2024? ▼
Upstate Niagara Cooperative, Inc. Retirement Plan grew at a solid clip - up 9.7% during 2024, from $121M to $133M. Reported net income was $12M.
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 123,622 plans that reported assets for plan year 2024 (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 Hanson Group, Inc. 401(k) Plan in IL ($133M, 488 participants).
Which 401(k) plans cover a similar participant headcount to Upstate Niagara Cooperative, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venture Global Lng 401(k) Plan in VA (1,003 participants, $110M 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 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.