401(k) · DOL Form 5500 · 2023

Alera Group, Inc. 401(k) Plan

Data updated 2026-08-25

$414M
Total assets Above avg plan size
4,292
Participants Above avg headcount
97th
Percentile by assets National rank
$96,518
Avg per participant Below avg balance/head
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Official DOL plan name: Alera Group, Inc. Savings Plan · Sponsored by Alera Group, Inc. · Illinois · Finance & Insurance

$414M in assets, 4,292 participants

Alera Group, Inc.'s Alera Group, Inc. Savings Plan reported $414M in total assets and 4,292 participants in its 2023 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.

  • #8,417 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Alera Group, Inc. Savings Plan covers 4,292 participants in Illinois, 5.5x the typical Illinois plan (state average ~779 per filing). Assets: $414M.

#8,417
in Finance & Insurance (8,869 peers)
+35.7%
assets growth YoY
4.2×
vs typical plan assets (national mean)

Alera Group, Inc. Savings Plan's outsized position by total assets

Alera Group, Inc. Savings Plan vs every filed plan by assets

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

$414,256,172 Top 3% higher than 97% 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

Alera Group, Inc. 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. Alera Group, Inc. Savings Plan lands in the large band (4,292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alera Group, Inc. Savings Plan reported net income rose from $23M in the plan year 2022 filing to $109M in the plan year 2023 filing.
  • Alera Group, Inc. Savings Plan end-of-year assets rose from $305M in the plan year 2022 filing to $414M in the plan year 2023 filing.
  • Alera Group, Inc. Savings Plan reported participants rose from 3,966 in the plan year 2022 filing to 4,292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814473358 · Alera Group, Inc. PY 2023 · 401(k)

Alera Group, Inc. Savings Plan · $414M · 4,292 · 97th

  • BOY $414M
  • SCH 4,292
  • EBSA 97th
  • PART 401(k)
  • TYPE near Savings Plan of Pjm Interconnection, L.L.C.
  • NET ind #8417

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 Illinois →

Alera Group, Inc. Savings Plan in the asset neighbourhood

Owens-Illinois, Inc. Stock Purchase and Savings ProgramOwens-Illinois, Inc. Stock P…$415MBristol Bay Native Corporation 401(k) Savings PlanBristol Bay Native Corporati…$415MAlera Group, Inc. Savings PlanAlera Group, Inc. Savings Pl…$414MSavings Plan of Pjm Interconnection, L.L.C.Savings Plan of Pjm Intercon…$414MIncyte Corporation 401(k) PlanIncyte Corporation 401(k) Pl…$414M
End-of-year total assets ($M) among Alera Group, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$305M
Net Assets (End of Year)$414M
Net Income$109M
Employer EIN814473358
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alera Group, Inc.)

Sponsor-wide plan assets over time

All Alera Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$500M 63.66500382617336% vs 2022
2024 filing year
$200M$300M$400M$500M$600M 202220232024 $305M $500M ▲ +63.7%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Alera Group, Inc. Savings Plan, Total assets ($B): 0.414256172 · Participants: 4292Alera Group, Inc. Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
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 →

Alera Group, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Savings Plan of Pjm Interconnection, L.L.C. in PA ($414M); by covered participants it is Fm Global 401(k) Savings Plan in RI (4,295 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($414M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,292 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 Alera Group, Inc. Savings Plan assets move in 2023? ▼
Alera Group, Inc. Savings Plan surged - up 35.7% during 2023, from $305M to $414M. Reported net income was $109M.
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 127,072 plans that reported assets for plan year 2023 (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 Savings Plan of Pjm Interconnection, L.L.C. in PA ($414M, 794 participants).
Which 401(k) plans cover a similar participant headcount to Alera Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fm Global 401(k) Savings Plan in RI (4,295 participants, $1.7B 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 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.