401(k) · DOL Form 5500 · 2022
Zurich American Insurance Company 401(k) Plan
Data updated 2026-08-06
- $2.9B
- Total assets
- 8,681
- Participants
- 100th
- Percentile by assets
- $333,738
- Avg per participant
Official DOL plan name: Zurich Savings Plan · Sponsored by Zurich American Insurance Company · Illinois · Finance & Insurance
$2.9B in assets, 8,681 participants
Zurich American Insurance Company's Zurich Savings Plan reported $2.9B in total assets and 8,681 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,258 plans)
- #9,185 in Finance & Insurance (9,267 peers)
Coverage in Illinois
Zurich Savings Plan covers 8,681 participants in Illinois, 11x the typical Illinois plan (state average ~768 per filing). Assets: $2.9B.
- $2.9B
- total plan assets (2022 EOY)
- 8,681
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $333,738
- avg assets per participant
The plan reported a net loss of $492M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Zurich Savings Plan reports 8,681 participants - 11x that state average ($2.9B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $3.4B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | -$492M |
| Employer EIN | 364233459 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zurich American Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,149 | $4.3B |
| 2023 | 2 | 15,265 | $4.7B |
| 2024 | 2 | 14,727 | $5.0B |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Zurich Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Scale composition for Zurich Savings Plan
Zurich Savings Plan reports $2.9B in end-of-year assets across 8,681 participants (0.025% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 covered participants) - about $333,738 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2022 was -$492M.
This plan identity (EIN 364233459, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.9B to $3.7B (+27.2%) while covered participants moved from 8,681 to 9,301 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,681 | $2.9B | This page |
| 2023 | 9,352 | $3.4B | Open filing |
| 2024 · index core | 9,301 | $3.7B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Zurich Savings Plan (401(k), $3.7B, 9,301 participants)
- Zurich American Insurance Company Retirement Account Plan (Defined Benefit (Pension), $1.3B, 5,426 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Zurich Savings Plan by total assets, not by location.
- Verizon Savings Security Plan for Mid-Atlantic Associates (NJ) $2.9B · 13,354
- Occidental Petroleum Corporation Savings Plan (TX) $2.9B · N/A
- Kaiser Permanente Tax Sheltered Annuity Plan III (CA) $2.9B · 29,274
- Cintas Partners' Plan (OH) $2.9B · 44,764
Frequently Asked Questions
How did Zurich Savings Plan assets move in 2022? ▼
How have Zurich American Insurance Company plan assets changed over time? ▼
Where does Zurich Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Zurich Savings Plan? ▼
Next read for Zurich Savings Plan
Filing takeaways
Ways to act on Zurich Savings Plan's numbers.
- By total assets, Zurich Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Zurich American Insurance Company's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Finance & Insurance plans