401(k) · DOL Form 5500 · 2022
Alera Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $305M
- Total assets Above avg plan size
- 3,966
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $76,985
- Avg per participant Below avg balance/head
Official DOL plan name: Alera Group, Inc. Savings Plan · Sponsored by Alera Group, Inc. · Illinois · Finance & Insurance
$305M in assets, 3,966 participants
Alera Group, Inc.'s Alera Group, Inc. Savings Plan reported $305M in total assets and 3,966 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #8,744 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Alera Group, Inc. Savings Plan covers 3,966 participants in Illinois, 5.1x the typical Illinois plan (state average ~779 per filing). Assets: $305M.
- #8,744
- in Finance & Insurance (9,261 peers)
- +8.7%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Alera Group, Inc. Savings Plan's outsized position by total assets
Alera Group, Inc. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$305,323,332 Top 3% higher than 97% 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
Alera Group, Inc. 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. Alera Group, Inc. Savings Plan lands in the large band (3,966 participants).
Form 5500 schedule snapshot
Filing strip 814473358 · Alera Group, Inc. PY 2022 · 401(k)
Alera Group, Inc. Savings Plan · $305M · 3,966 · 97th
- EBSA $305M
- PART 3,966
- TYPE 97th
- NET 401(k)
- BOOK near Ipsos America , Inc 401(k) Plan
- VS-ST ind #8744
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 →
Alera Group, Inc. Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $281M |
|---|---|
| Net Assets (End of Year) | $305M |
| Net Income | $23M |
| Employer EIN | 814473358 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alera Group, Inc.)
Sponsor-wide plan assets over time
All Alera Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $500M 63.66500382617336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,966 | $305M |
| 2023 | 1 | 4,292 | $414M |
| 2024 | 1 | 4,588 | $500M |
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
Alera Group, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Ipsos America , Inc 401(k) Plan in CT ($305M); by covered participants it is Forward Air Corporation 401(k) Plan in TN (3,966 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($305M here).
- Ipsos America , Inc 401(k) Plan (CT) $305M · 2,091
- Hunt Consolidated, Inc. Fidelity Thrift Plan (TX) $305M · 864
- Sappi North America, Inc. Salaried Investment Plan (MA) $305M · 753
- M. C. Dean, Inc. 401(k) Plan (VA) $306M · 4,828
Similar participant headcount
Nearest other-state filings by covered participants (3,966 participants); asset peers above are excluded.
- Forward Air Corporation 401(k) Plan (TN) 3,966 · 0 off
- Jack in the Box Inc. Easysaver Plus Plan (CA) 3,968 · 2 off
- Mashantucket Pequot Tribe 401(k) Retirement Plan (CT) 3,963 · 3 off
- Bayhealth Medical Center, Inc. Retirement and Savings Plan (DE) 3,962 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.