401(k) · DOL Form 5500 · 2023

Erie Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
185
Participants Below avg headcount
70th
Percentile by assets National rank
$93,469
Avg per participant Below avg balance/head
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Official DOL plan name: Erie Federal Credit Union 401(k) Plan and Trust · Sponsored by Erie Federal Credit Union · Pennsylvania · Finance & Insurance

$17M in assets, 185 participants

Erie Federal Credit Union's Erie Federal Credit Union 401(k) Plan and Trust reported $17M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,933 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Erie Federal Credit Union 401(k) Plan and Trust covers 185 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.

#4,933
in Finance & Insurance (8,869 peers)
+20.6%
assets growth YoY

Erie Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Erie Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,291,767 Top 30% higher than 70% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Erie Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Erie Federal Credit Union 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Erie Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Erie Federal Credit Union 401(k) Plan and Trust reported participants rose from 164 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 250970927 · Erie Federal Credit Union PY 2023 · 401(k)

Erie Federal Credit Union 401(k) Plan and Trust · $17M · 185 · 70th

  • PART $17M
  • TYPE 185
  • NET 70th
  • BOOK 401(k)
  • VS-ST near Crest Automotive Group Employees' Profit Sharing 401(k)
  • BOY ind #4933

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 Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Erie Federal Credit Union 401(k) Plan and TrustErie Federal Credit Union 40…$17MCrest Automotive Group Employees' Profit Sharing 401(k)Crest Automotive Group Emplo…$17MEnergy Insurance Mutual Limited 401(k) Profit Sharing PlanEnergy Insurance Mutual Limi…$17MJack Schmitt Family of Dealerships, Inc. 401(k) PlanJack Schmitt Family of Deale…$17MRoyal United Mortgage LLC 401(k) PlanRoyal United Mortgage LLC 40…$17M
End-of-year total assets ($M) among Erie Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN250970927
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Erie Federal Credit Union)

Sponsor-wide plan assets over time

All Erie Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.386513913893246% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.3M $19.9M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 164 $14M
2023 1 185 $17M
2024 1 199 $20M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Erie Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Erie Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.017291767 · Participants: 185Erie Federal Credit Union 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Erie Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Erie Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Erie Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Crest Automotive Group Employees' Profit Sharing 401(k) in MI ($17M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Erie Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Erie Federal Credit Union 401(k) Plan and Trust grew sharply - up 20.6% during 2023, from $14M to $17M. Reported net income was $3M.
How have Erie Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie Federal Credit Union's sponsor-wide assets grew 38.4%, from $14M to $20M.
Which 401(k) plans are similar in size to Erie Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Crest Automotive Group Employees' Profit Sharing 401(k) in MI ($17M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Erie Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250970927.

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.