401(k) · DOL Form 5500 · 2022

Erie Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
164
Participants Small participant base
72nd
Percentile by assets National rank
$87,461
Avg per participant Below avg balance/head
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Official DOL plan name: Erie Federal Credit Union 401(k) Plan and Trust · Sponsored by Erie Federal Credit Union · Pennsylvania · Finance & Insurance

$14M in assets, 164 participants

Erie Federal Credit Union's Erie Federal Credit Union 401(k) Plan and Trust reported $14M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,226 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Erie Federal Credit Union 401(k) Plan and Trust covers 164 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#5,226
in Finance & Insurance (9,261 peers)
-13.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Erie Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Erie Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,343,613 Top 28% higher than 72% of 139,123 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 2022

Erie Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (164 participants).

Published 5500 schedule card

Filing strip 250970927 · Erie Federal Credit Union PY 2022 · 401(k)

Erie Federal Credit Union 401(k) Plan and Trust · $14M · 164 · 72nd

  • SCH $14M
  • EBSA 164
  • PART 72nd
  • TYPE 401(k)
  • NET near Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust
  • BOOK ind #5226

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 Pennsylvania →

Erie Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Erie Federal Credit Union 401(k) Plan and TrustErie Federal Credit Union 40…$14MPerinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and TrustPerinatal Associates of New …$14MCapreit 401(k) Plan$14MPence Construction 401(k) PlanPence Construction 401(k) Pl…$14MSym Financial Corporation 401(k) Profit Sharing Plan and TrustSym Financial Corporation 40…$14M
End-of-year total assets ($M) among Erie Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN250970927
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Erie Federal Credit Union)

Sponsor-wide plan assets over time

All Erie Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.386513913893246% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.3M $19.9M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 164 $14M
2023 1 185 $17M
2024 1 199 $20M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Erie Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Erie Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.014343613 · Participants: 164Erie Federal Credit Union 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Erie Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Erie Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Erie Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust in NM ($14M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Erie Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Erie Federal Credit Union 401(k) Plan and Trust pulled back noticeably - down 13.2% during 2022, from $17M to $14M. Reported net income was -$2M.
How have Erie Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie Federal Credit Union's sponsor-wide assets grew 38.4%, from $14M to $20M.
Which 401(k) plans are similar in size to Erie Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust in NM ($14M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Erie Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250970927.

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.