401(k) · DOL Form 5500 · 2022
Zurich American Insurance Company 401(k) Plan
Data updated 2026-08-25
- $2.9B
- Total assets Very large vs avg
- 8,681
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $333,738
- Avg per participant High balance/head
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.
- #9,179 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Zurich Savings Plan covers 8,681 participants in Illinois, 11x the typical Illinois plan (state average ~779 per filing). Assets: $2.9B.
- #9,179
- in Finance & Insurance (9,261 peers)
- -14.5%
- assets change YoY
- 29×
- vs typical plan assets (national mean)
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.
Zurich Savings Plan's outsized position by total assets
Zurich Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,897,179,367 Highest reported value at or above every one 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
Zurich 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. Zurich Savings Plan lands in the large band (8,681 participants).
Plan-year Form 5500 strip
Filing strip 364233459 · Zurich American Insurance Company PY 2022 · 401(k)
Zurich Savings Plan · $2.9B · 8,681 · 100th
- VS-ST $2.9B
- BOY 8,681
- SCH 100th
- EBSA 401(k)
- PART near Verizon Savings Security Plan for Mid-Atlantic Associates
- TYPE ind #9179
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 Illinois →
Zurich Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Zurich American Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 16.374901896813356% vs 2022
- 2024 filing year
| 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.
- 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 (0.024% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 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)
Zurich Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Verizon Savings Security Plan for Mid-Atlantic Associates in NJ ($2.9B); by covered participants it is Blackrock Retirement Savings Plan in NY (8,679 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.9B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,681 participants); asset peers above are excluded.
- Blackrock Retirement Savings Plan (NY) 8,679 · 2 off
- Averitt Express 401(k) & Profit Sharing Plan (TN) 8,690 · 9 off
- Workforce Logiq, LLC 401(k) Plan (FL) 8,672 · 9 off
- Southeastern Freight Lines Retirement Savings Program (SC) 8,671 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.