401(k) · DOL Form 5500 · 2023

Erie Indemnity Company 401(k) Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
5,972
Participants Above avg headcount
99th
Percentile by assets National rank
$197,524
Avg per participant Above avg balance/head
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Official DOL plan name: Erie Insurance Group Employee Savings Plan · Sponsored by Erie Indemnity Company · Pennsylvania · Finance & Insurance

$1.2B in assets, 5,972 participants

Erie Indemnity Company's Erie Insurance Group Employee Savings Plan reported $1.2B in total assets and 5,972 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,668 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Erie Insurance Group Employee Savings Plan covers 5,972 participants in Pennsylvania, 7.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.2B.

#8,668
in Finance & Insurance (8,869 peers)
+20.4%
assets growth YoY
12×
vs typical plan assets (national mean)

Erie Insurance Group Employee Savings Plan's outsized position by total assets

Erie Insurance Group Employee Savings Plan vs every filed plan by assets

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

$1,179,611,944 Top 1% higher than 99% 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 Insurance Group Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie Insurance Group Employee Savings Plan lands in the large band (5,972 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Erie Insurance Group Employee Savings Plan reported net income rose from -$281M in the plan year 2022 filing to $199M in the plan year 2023 filing.
  • Erie Insurance Group Employee Savings Plan end-of-year assets rose from $980M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
  • Erie Insurance Group Employee Savings Plan reported participants rose from 5,811 in the plan year 2022 filing to 5,972 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 250466020 · Erie Indemnity Company PY 2023 · 401(k)

Erie Insurance Group Employee Savings Plan · $1.2B · 5,972 · 99th

  • ASSETS $1.2B
  • PCT 5,972
  • EIN 99th
  • RANK 401(k)
  • PHOTO near Akamai Technologies, Inc. 401(k) Plan
  • IND ind #8668

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 Insurance Group Employee Savings Plan in the asset neighbourhood

Erie Insurance Group Employee Savings PlanErie Insurance Group Employe…$1.2BAkamai Technologies, Inc. 401(k) PlanAkamai Technologies, Inc. 40…$1.2BThe Hanover Insurance Group Retirement Savings PlanThe Hanover Insurance Group …$1.2BTrihealth 401(k) Retirement Savings PlanTrihealth 401(k) Retirement …$1.2BSalt River Project Employees' 401(k) PlanSalt River Project Employees…$1.2B
End-of-year total assets ($B) among Erie Insurance Group Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$980M
Net Assets (End of Year)$1.2B
Net Income$199M
Employer EIN250466020
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Erie Indemnity Company)

Sponsor-wide plan assets over time

All Erie Indemnity Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 32.62385753412645% vs 2022
2024 filing year
$1B$1.5B$2B$2.5B 202220232024 $2.01B $1.35B ▼ -32.8%
Year Plans Participants Total Assets
2022 2 11,798 $2.0B
2023 2 12,479 $2.2B
2024 1 6,484 $1.4B

Nearby 401(k) Plans in Pennsylvania

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

Erie Insurance Group Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 05101520 Total assets ($B) Participants Erie Insurance Group Employee Savings Plan, Total assets ($B): 1.179611944 · Participants: 5972Erie Insurance Group Employee Savings PlanComcast 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 Insurance Group Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Erie Insurance Group Employee Savings Plan side-by-side with 3 peers →

Scale composition for Erie Insurance Group Employee Savings Plan

Erie Insurance Group Employee Savings Plan reports $1.2B in end-of-year assets across 5,972 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $197,524 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $199M.

This plan identity (EIN 250466020, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $980M to $1.4B (+38.0%) while covered participants moved from 5,811 to 6,484 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,811 $980M Open filing
2023 5,972 $1.2B This page
2024 · index core 6,484 $1.4B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Erie Insurance Group Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Akamai Technologies, Inc. 401(k) Plan in MA ($1.2B); by covered participants it is 24 Hour Fitness Savings and Investment Plan in CA (5,975 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,972 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 Insurance Group Employee Savings Plan assets move in 2023? ▼
Erie Insurance Group Employee Savings Plan grew sharply - up 20.4% during 2023, from $980M to $1.2B. Reported net income was $199M.
How have Erie Indemnity Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie Indemnity Company's sponsor-wide assets declined 32.6%, from $2.0B to $1.4B.
Where does Erie Insurance Group Employee Savings Plan rank by assets among Form 5500 filers? ▼
Erie Insurance Group Employee Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Erie Insurance Group Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Akamai Technologies, Inc. 401(k) Plan in MA ($1.2B, 3,788 participants).
Which 401(k) plans cover a similar participant headcount to Erie Insurance Group Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 24 Hour Fitness Savings and Investment Plan in CA (5,975 participants, $87M 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 250466020.

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.