401(k) · DOL Form 5500 · 2023
Erie Indemnity Company 401(k) Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 5,972
- Participants
- 99th
- Percentile by assets
- $197,524
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.2B
- total plan assets (2023 EOY)
- 5,972
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $197,524
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Erie Insurance Group Employee Savings Plan reports 5,972 participants - 7.3x that state average ($1.2B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $980M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $199M |
| Employer EIN | 250466020 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Erie Indemnity Company)
| 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
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
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 (401(k), $1.4B, 6,484 participants)
- Erie Insurance Group Retirement Plan for Employees (Defined Benefit (Pension), $1.0B, 6,507 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Erie Insurance Group Employee Savings Plan by total assets, not by location.
- Akamai Technologies, Inc. 401(k) Plan (MA) $1.2B · 3,788
- The Hanover Insurance Group Retirement Savings Plan (MA) $1.2B · 4,626
- Trihealth 401(k) Retirement Savings Plan (OH) $1.2B · 11,706
- Salt River Project Employees' 401(k) Plan (AZ) $1.2B · 5,473
Frequently Asked Questions
How did Erie Insurance Group Employee Savings Plan assets move in 2023? ▼
How have Erie Indemnity Company plan assets changed over time? ▼
Where does Erie Insurance Group Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Erie Insurance Group Employee Savings Plan? ▼
Next read for Erie Insurance Group Employee Savings Pl…
Filing takeaways
Ways to act on Erie Insurance Group Employee Savings Plan's numbers.
- By total assets, Erie Insurance Group Employee Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Erie Indemnity Company's sponsor-wide assets have declined 32.6% since 2022 across 3 plan years on file. More Finance & Insurance plans