401(k) · DOL Form 5500 · 2022
Erie Indemnity Company 401(k) Plan
Data updated 2026-08-25
- $980M
- Total assets Above avg plan size
- 5,811
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $168,662
- Avg per participant Above avg balance/head
Official DOL plan name: Erie Insurance Group Employee Savings Plan · Sponsored by Erie Indemnity Company · Pennsylvania · Finance & Insurance
$980M in assets, 5,811 participants
Erie Indemnity Company's Erie Insurance Group Employee Savings Plan reported $980M in total assets and 5,811 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,053 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Erie Insurance Group Employee Savings Plan covers 5,811 participants in Pennsylvania, 7.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $980M.
- #9,053
- in Finance & Insurance (9,261 peers)
- -22.3%
- assets change YoY
- 9.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $281M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Erie Insurance Group Employee Savings Plan's outsized position by total assets
Erie Insurance Group Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$980,093,459 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Erie Insurance Group Employee Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie Insurance Group Employee Savings Plan lands in the large band (5,811 participants).
EBSA filing schedule strip
Filing strip 250466020 · Erie Indemnity Company PY 2022 · 401(k)
Erie Insurance Group Employee Savings Plan · $980M · 5,811 · 99th
- EIN $980M
- EIN 5,811
- EIN 99th
- EIN 401(k)
- EIN near Rollins 401(k) Savings Plan
- EIN ind #9053
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 Insurance Group Employee Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $980M |
| Net Income | -$281M |
| Employer EIN | 250466020 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Erie Indemnity Company)
Sponsor-wide plan assets over time
All Erie Indemnity Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 32.62385753412645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,798 | $2.0B |
| 2023 | 2 | 12,479 | $2.2B |
| 2024 | 1 | 6,484 | $1.4B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Scale composition for Erie Insurance Group Employee Savings Plan
Erie Insurance Group Employee Savings Plan reports $980M in end-of-year assets across 5,811 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $168,662 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$281M.
This plan identity (EIN 250466020, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $980M to $1.4B (+38.0%) while covered participants moved from 5,811 to 6,484 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,811 | $980M | This page |
| 2023 | 5,972 | $1.2B | Open filing |
| 2024 · index core | 6,484 | $1.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Erie Insurance Group Employee Savings Plan (401(k), $1.4B, 6,484 participants)
- Erie Insurance Group Retirement Plan for Employees (Defined Benefit (Pension), $1.0B, 6,507 participants)
Erie Insurance Group Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Rollins 401(k) Savings Plan in GA ($980M); by covered participants it is Borgwarner Inc. Retirement Savings Plan in MI (5,809 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($980M here).
- Rollins 401(k) Savings Plan (GA) $980M · 11,914
- Mars Veterinary Health 401(k) Savings Plan (NJ) $981M · 35,204
- Cooley LLP Salary Deferral and Profit Sharing Plan (CA) $979M · 2,636
- Jabil 401(k) Retirement Plan (FL) $979M · 9,289
Similar participant headcount
Nearest other-state filings by covered participants (5,811 participants); asset peers above are excluded.
- Borgwarner Inc. Retirement Savings Plan (MI) 5,809 · 2 off
- Extensis Group Retirement Savings Plan (NJ) 5,814 · 3 off
- Kerry Inc. Savings Plan (WI) 5,817 · 6 off
- Biomerieux, Inc. Employee Savings Plan (NC) 5,823 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.