Civic Intelligence

Bailey Place Insurance Agency Inc. DBA Bailey Place Insurance

Plan context: Bailey Place Insurance Agency Inc. Retirement Plan

EIN 16-0950867 • Cortland, NY • 29 filings • 4 plans

2 N Main StreetCortland, NY 13045-2130
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$4,825,067

2025 Contributions

$429,403

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,825,067$2,412,534$0200020132025YearValue
$4,825,067Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

28140200020132025YearValue
28Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025128$4,825,067$429,403$15,336iApproximate average salary by contribution assumption: employee only about $383,396 at 4% or $255,597 at 6%; with 50% employer match about $255,597 at 4% or $170,398 at 6%; with 100% employer match about $191,698 at 4% or $127,799 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-28$4,825,067$429,403$15,336iApproximate average salary by contribution assumption: employee only about $383,396 at 4% or $255,597 at 6%; with 50% employer match about $255,597 at 4% or $170,398 at 6%; with 100% employer match about $191,698 at 4% or $127,799 at 6%.
2024128$3,886,300$462,745$16,527iApproximate average salary by contribution assumption: employee only about $413,165 at 4% or $275,443 at 6%; with 50% employer match about $275,443 at 4% or $183,629 at 6%; with 100% employer match about $206,583 at 4% or $137,722 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-28$3,886,300$462,745$16,527iApproximate average salary by contribution assumption: employee only about $413,165 at 4% or $275,443 at 6%; with 50% employer match about $275,443 at 4% or $183,629 at 6%; with 100% employer match about $206,583 at 4% or $137,722 at 6%.
2023117$2,899,502$219,573$12,916iApproximate average salary by contribution assumption: employee only about $322,901 at 4% or $215,268 at 6%; with 50% employer match about $215,268 at 4% or $143,512 at 6%; with 100% employer match about $161,451 at 4% or $107,634 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-17$2,899,502$219,573$12,916iApproximate average salary by contribution assumption: employee only about $322,901 at 4% or $215,268 at 6%; with 50% employer match about $215,268 at 4% or $143,512 at 6%; with 100% employer match about $161,451 at 4% or $107,634 at 6%.
2022118$2,235,421$268,967$14,943iApproximate average salary by contribution assumption: employee only about $373,565 at 4% or $249,044 at 6%; with 50% employer match about $249,044 at 4% or $166,029 at 6%; with 100% employer match about $186,783 at 4% or $124,522 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-18$2,235,421$268,967$14,943iApproximate average salary by contribution assumption: employee only about $373,565 at 4% or $249,044 at 6%; with 50% employer match about $249,044 at 4% or $166,029 at 6%; with 100% employer match about $186,783 at 4% or $124,522 at 6%.
2021119$2,634,019$193,677$10,194iApproximate average salary by contribution assumption: employee only about $254,838 at 4% or $169,892 at 6%; with 50% employer match about $169,892 at 4% or $113,261 at 6%; with 100% employer match about $127,419 at 4% or $84,946 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-19$2,634,019$193,677$10,194iApproximate average salary by contribution assumption: employee only about $254,838 at 4% or $169,892 at 6%; with 50% employer match about $169,892 at 4% or $113,261 at 6%; with 100% employer match about $127,419 at 4% or $84,946 at 6%.
2020122$2,158,846$180,452$8,202iApproximate average salary by contribution assumption: employee only about $205,059 at 4% or $136,706 at 6%; with 50% employer match about $136,706 at 4% or $91,137 at 6%; with 100% employer match about $102,530 at 4% or $68,353 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-22$2,158,846$180,452$8,202iApproximate average salary by contribution assumption: employee only about $205,059 at 4% or $136,706 at 6%; with 50% employer match about $136,706 at 4% or $91,137 at 6%; with 100% employer match about $102,530 at 4% or $68,353 at 6%.
2019121$1,821,858$178,997$8,524iApproximate average salary by contribution assumption: employee only about $213,092 at 4% or $142,061 at 6%; with 50% employer match about $142,061 at 4% or $94,707 at 6%; with 100% employer match about $106,546 at 4% or $71,031 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-21$1,821,858$178,997$8,524iApproximate average salary by contribution assumption: employee only about $213,092 at 4% or $142,061 at 6%; with 50% employer match about $142,061 at 4% or $94,707 at 6%; with 100% employer match about $106,546 at 4% or $71,031 at 6%.
2018121$1,330,256$149,100$7,100iApproximate average salary by contribution assumption: employee only about $177,500 at 4% or $118,333 at 6%; with 50% employer match about $118,333 at 4% or $78,889 at 6%; with 100% employer match about $88,750 at 4% or $59,167 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-21$1,330,256$149,100$7,100iApproximate average salary by contribution assumption: employee only about $177,500 at 4% or $118,333 at 6%; with 50% employer match about $118,333 at 4% or $78,889 at 6%; with 100% employer match about $88,750 at 4% or $59,167 at 6%.
2017122$3,059,411$172,473$7,840iApproximate average salary by contribution assumption: employee only about $195,992 at 4% or $130,661 at 6%; with 50% employer match about $130,661 at 4% or $87,108 at 6%; with 100% employer match about $97,996 at 4% or $65,331 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-22$3,059,411$172,473$7,840iApproximate average salary by contribution assumption: employee only about $195,992 at 4% or $130,661 at 6%; with 50% employer match about $130,661 at 4% or $87,108 at 6%; with 100% employer match about $97,996 at 4% or $65,331 at 6%.
2016120$2,492,123$161,481$8,074iApproximate average salary by contribution assumption: employee only about $201,851 at 4% or $134,568 at 6%; with 50% employer match about $134,568 at 4% or $89,712 at 6%; with 100% employer match about $100,926 at 4% or $67,284 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-20$2,492,123$161,481$8,074iApproximate average salary by contribution assumption: employee only about $201,851 at 4% or $134,568 at 6%; with 50% employer match about $134,568 at 4% or $89,712 at 6%; with 100% employer match about $100,926 at 4% or $67,284 at 6%.
2015119$2,098,511$150,415$7,917iApproximate average salary by contribution assumption: employee only about $197,914 at 4% or $131,943 at 6%; with 50% employer match about $131,943 at 4% or $87,962 at 6%; with 100% employer match about $98,957 at 4% or $65,971 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-19$2,098,511$150,415$7,917iApproximate average salary by contribution assumption: employee only about $197,914 at 4% or $131,943 at 6%; with 50% employer match about $131,943 at 4% or $87,962 at 6%; with 100% employer match about $98,957 at 4% or $65,971 at 6%.
2014117$1,946,892$135,129$7,949iApproximate average salary by contribution assumption: employee only about $198,719 at 4% or $132,479 at 6%; with 50% employer match about $132,479 at 4% or $88,320 at 6%; with 100% employer match about $99,360 at 4% or $66,240 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-17$1,946,892$135,129$7,949iApproximate average salary by contribution assumption: employee only about $198,719 at 4% or $132,479 at 6%; with 50% employer match about $132,479 at 4% or $88,320 at 6%; with 100% employer match about $99,360 at 4% or $66,240 at 6%.
2013117$1,994,321$172,151$10,127iApproximate average salary by contribution assumption: employee only about $253,163 at 4% or $168,775 at 6%; with 50% employer match about $168,775 at 4% or $112,517 at 6%; with 100% employer match about $126,582 at 4% or $84,388 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-17$1,994,321$172,151$10,127iApproximate average salary by contribution assumption: employee only about $253,163 at 4% or $168,775 at 6%; with 50% employer match about $168,775 at 4% or $112,517 at 6%; with 100% employer match about $126,582 at 4% or $84,388 at 6%.
2012113$1,966,366$109,382$8,414iApproximate average salary by contribution assumption: employee only about $210,350 at 4% or $140,233 at 6%; with 50% employer match about $140,233 at 4% or $93,489 at 6%; with 100% employer match about $105,175 at 4% or $70,117 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-13$1,966,366$109,382$8,414iApproximate average salary by contribution assumption: employee only about $210,350 at 4% or $140,233 at 6%; with 50% employer match about $140,233 at 4% or $93,489 at 6%; with 100% employer match about $105,175 at 4% or $70,117 at 6%.
2011112$2,150,330$98,404$8,200iApproximate average salary by contribution assumption: employee only about $205,008 at 4% or $136,672 at 6%; with 50% employer match about $136,672 at 4% or $91,115 at 6%; with 100% employer match about $102,504 at 4% or $68,336 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-12$2,150,330$98,404$8,200iApproximate average salary by contribution assumption: employee only about $205,008 at 4% or $136,672 at 6%; with 50% employer match about $136,672 at 4% or $91,115 at 6%; with 100% employer match about $102,504 at 4% or $68,336 at 6%.
2010113$2,067,490$137,732$10,595iApproximate average salary by contribution assumption: employee only about $264,869 at 4% or $176,579 at 6%; with 50% employer match about $176,579 at 4% or $117,720 at 6%; with 100% employer match about $132,435 at 4% or $88,290 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-13$2,067,490$137,732$10,595iApproximate average salary by contribution assumption: employee only about $264,869 at 4% or $176,579 at 6%; with 50% employer match about $176,579 at 4% or $117,720 at 6%; with 100% employer match about $132,435 at 4% or $88,290 at 6%.
2009113$1,721,854$82,712$6,362iApproximate average salary by contribution assumption: employee only about $159,062 at 4% or $106,041 at 6%; with 50% employer match about $106,041 at 4% or $70,694 at 6%; with 100% employer match about $79,531 at 4% or $53,021 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-13$1,721,854$82,712$6,362iApproximate average salary by contribution assumption: employee only about $159,062 at 4% or $106,041 at 6%; with 50% employer match about $106,041 at 4% or $70,694 at 6%; with 100% employer match about $79,531 at 4% or $53,021 at 6%.
2008111$1,552,386$89,249$8,114iApproximate average salary by contribution assumption: employee only about $202,839 at 4% or $135,226 at 6%; with 50% employer match about $135,226 at 4% or $90,151 at 6%; with 100% employer match about $101,419 at 4% or $67,613 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-11$1,552,386$89,249$8,114iApproximate average salary by contribution assumption: employee only about $202,839 at 4% or $135,226 at 6%; with 50% employer match about $135,226 at 4% or $90,151 at 6%; with 100% employer match about $101,419 at 4% or $67,613 at 6%.
2007111$1,736,519$111,602$10,146iApproximate average salary by contribution assumption: employee only about $253,641 at 4% or $169,094 at 6%; with 50% employer match about $169,094 at 4% or $112,729 at 6%; with 100% employer match about $126,820 at 4% or $84,547 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-11$1,736,519$111,602$10,146iApproximate average salary by contribution assumption: employee only about $253,641 at 4% or $169,094 at 6%; with 50% employer match about $169,094 at 4% or $112,729 at 6%; with 100% employer match about $126,820 at 4% or $84,547 at 6%.
2006112$1,618,490$115,465$9,622iApproximate average salary by contribution assumption: employee only about $240,552 at 4% or $160,368 at 6%; with 50% employer match about $160,368 at 4% or $106,912 at 6%; with 100% employer match about $120,276 at 4% or $80,184 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-12$1,618,490$115,465$9,622iApproximate average salary by contribution assumption: employee only about $240,552 at 4% or $160,368 at 6%; with 50% employer match about $160,368 at 4% or $106,912 at 6%; with 100% employer match about $120,276 at 4% or $80,184 at 6%.
2005111$1,330,172$117,085$10,644iApproximate average salary by contribution assumption: employee only about $266,102 at 4% or $177,402 at 6%; with 50% employer match about $177,402 at 4% or $118,268 at 6%; with 100% employer match about $133,051 at 4% or $88,701 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-11$1,330,172$117,085$10,644iApproximate average salary by contribution assumption: employee only about $266,102 at 4% or $177,402 at 6%; with 50% employer match about $177,402 at 4% or $118,268 at 6%; with 100% employer match about $133,051 at 4% or $88,701 at 6%.
2004110$1,098,063$98,692$9,869iApproximate average salary by contribution assumption: employee only about $246,730 at 4% or $164,487 at 6%; with 50% employer match about $164,487 at 4% or $109,658 at 6%; with 100% employer match about $123,365 at 4% or $82,243 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-10$1,098,063$98,692$9,869iApproximate average salary by contribution assumption: employee only about $246,730 at 4% or $164,487 at 6%; with 50% employer match about $164,487 at 4% or $109,658 at 6%; with 100% employer match about $123,365 at 4% or $82,243 at 6%.
2003110$1,082,273$110,767$11,077iApproximate average salary by contribution assumption: employee only about $276,918 at 4% or $184,612 at 6%; with 50% employer match about $184,612 at 4% or $123,074 at 6%; with 100% employer match about $138,459 at 4% or $92,306 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-10$1,082,273$110,767$11,077iApproximate average salary by contribution assumption: employee only about $276,918 at 4% or $184,612 at 6%; with 50% employer match about $184,612 at 4% or $123,074 at 6%; with 100% employer match about $138,459 at 4% or $92,306 at 6%.
2002212$775,522$97,173$8,098iApproximate average salary by contribution assumption: employee only about $202,444 at 4% or $134,963 at 6%; with 50% employer match about $134,963 at 4% or $89,975 at 6%; with 100% employer match about $101,222 at 4% or $67,481 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-12$775,522$97,173$8,098iApproximate average salary by contribution assumption: employee only about $202,444 at 4% or $134,963 at 6%; with 50% employer match about $134,963 at 4% or $89,975 at 6%; with 100% employer match about $101,222 at 4% or $67,481 at 6%.
George B Bailey Agency Inc Money Purchase Plan-0---
2001212$830,707$74,684$6,224iApproximate average salary by contribution assumption: employee only about $155,592 at 4% or $103,728 at 6%; with 50% employer match about $103,728 at 4% or $69,152 at 6%; with 100% employer match about $77,796 at 4% or $51,864 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-11$565,009$56,199$5,109iApproximate average salary by contribution assumption: employee only about $127,725 at 4% or $85,150 at 6%; with 50% employer match about $85,150 at 4% or $56,767 at 6%; with 100% employer match about $63,863 at 4% or $42,575 at 6%.
George B Bailey Agency Inc Money Purchase Plan-12$265,698$18,485$1,540iApproximate average salary by contribution assumption: employee only about $38,510 at 4% or $25,674 at 6%; with 50% employer match about $25,674 at 4% or $17,116 at 6%; with 100% employer match about $19,255 at 4% or $12,837 at 6%.
2000211$563,671$58,716$5,338iApproximate average salary by contribution assumption: employee only about $133,445 at 4% or $88,964 at 6%; with 50% employer match about $88,964 at 4% or $59,309 at 6%; with 100% employer match about $66,723 at 4% or $44,482 at 6%.
Bailey Place Insurance Agency Inc. Retirement Plan-10$563,671$58,716$5,872iApproximate average salary by contribution assumption: employee only about $146,790 at 4% or $97,860 at 6%; with 50% employer match about $97,860 at 4% or $65,240 at 6%; with 100% employer match about $73,395 at 4% or $48,930 at 6%.
George B Bailey Agency Inc Money Purchase Plan-11---