401(k) · DOL Form 5500 · 2022

Alera Group, Inc. 401(k) Plan

Data updated 2026-08-11

$305M
Total assets
3,966
Participants
97th
Percentile by assets
$76,985
Avg per participant
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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.

  • 97th percentile by assets (of 139,126 plans)
  • #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.

$305M
total plan assets (2022 EOY)
3,966
covered participants
97th
percentile by assets (of 139,126 plans)
$76,985
avg assets per participant
State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Alera Group, Inc. Savings Plan reports 3,966 participants - 5.1x that state average ($305M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$281M
Net Assets (End of Year)$305M
Net Income$23M
Employer EIN814473358
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alera Group, Inc.)

$200M$300M$400M$500M$600M 202220232024 $305M $500M ▲ +63.7%
Total plan assets by year, all Alera Group, Inc. plans on file
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.

Alera Group, Inc. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Alera Group, Inc. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Alera Group, Inc. Sa…State Farm 401(k) Sa…Accenture United Sta…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Alera Group, Inc. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Alera Group, Inc. Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Alera Group, Inc. Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Alera Group, Inc. Savings Plan assets move in 2022? ▼
Alera Group, Inc. Savings Plan grew at a solid clip - up 8.7% during 2022, from $281M to $305M. Reported net income was $23M.
How have Alera Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alera Group, Inc.'s sponsor-wide assets grew 63.7%, from $305M to $500M.
Where does Alera Group, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Alera Group, Inc. Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Alera Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ipsos America , Inc 401(k) Plan in CT ($305M, 2,091 participants).

Next read for Alera Group, Inc. Savings Plan

Filing takeaways

Ways to act on Alera Group, Inc. Savings Plan's numbers.

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 814473358.

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.