Defined Benefit (Pension) · DOL Form 5500 · 2022
Erie Indemnity Company Pension Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 5,987
- Participants
- 99th
- Percentile by assets
- $171,560
- Avg per participant
Official DOL plan name: Erie Insurance Group Retirement Plan for Employees · Sponsored by Erie Indemnity Company · Pennsylvania · Finance & Insurance
$1.0B in assets, 5,987 participants
Erie Indemnity Company's Erie Insurance Group Retirement Plan for Employees reported $1.0B in total assets and 5,987 participants in its 2022 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 139,126 plans)
- #9,061 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Erie Insurance Group Retirement Plan for Employees covers 5,987 participants in Pennsylvania, 7.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2022 EOY)
- 5,987
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $171,560
- avg assets per participant
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Erie Insurance Group Retirement Plan for Employees reports 5,987 participants - 7.3x that state average ($1.0B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $922M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $105M |
| Employer EIN | 250466020 |
| Plan Effective Date | 1946-12-31 |
| 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 Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Erie Insurance Group Retirement Plan for Employees vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Scale composition for Erie Insurance Group Retirement Plan for Employees
Erie Insurance Group Retirement Plan for Employees reports $1.0B in end-of-year assets across 5,987 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $171,560 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was $105M.
This plan identity (EIN 250466020, plan #001) has 2 Form 5500 filings on file from 2022 to 2023 , with end-of-year assets moving from $1.0B to $1.0B (+1.1%) while covered participants moved from 5,987 to 6,507 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,987 | $1.0B | This page |
| 2023 · index core | 6,507 | $1.0B | 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 Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Erie Insurance Group Retirement Plan for Employees by total assets, not by location.
- The General Pension Plan of the International Union of Operating Engineers (DC) $1.0B · 2,053
- Automobile Mechanics' Local No. 701 Pension Fund (IL) $1.0B · 4,330
- Construction Laborers Pension Trust of Greater St. (MO) $1.0B · 3,309
- Mclaren Employees' Pension Plan (MI) $1.0B · 3,037
Frequently Asked Questions
How did Erie Insurance Group Retirement Plan for Employees assets move in 2022? ▼
How have Erie Indemnity Company plan assets changed over time? ▼
Where does Erie Insurance Group Retirement Plan for Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Erie Insurance Group Retirement Plan for Employees? ▼
Next read for Erie Insurance Group Retirement Plan for…
Filing takeaways
Ways to act on Erie Insurance Group Retirement Plan for Employees's numbers.
- By total assets, Erie Insurance Group Retirement Plan for Employees ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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