401(k) · DOL Form 5500 · 2023
Zurich American Insurance Company 401(k) Plan
Data updated 2026-08-25
- $3.4B
- Total assets Very large vs avg
- 9,352
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $360,343
- Avg per participant High balance/head
Official DOL plan name: Zurich Savings Plan · Sponsored by Zurich American Insurance Company · Illinois · Finance & Insurance
$3.4B in assets, 9,352 participants
Zurich American Insurance Company's Zurich Savings Plan reported $3.4B in total assets and 9,352 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #8,794 in Finance & Insurance (8,869 peers)
Coverage in Illinois
Zurich Savings Plan covers 9,352 participants in Illinois, 12x the typical Illinois plan (state average ~779 per filing). Assets: $3.4B.
- #8,794
- in Finance & Insurance (8,869 peers)
- +16.3%
- assets growth YoY
- 34×
- vs typical plan assets (national mean)
Zurich Savings Plan's outsized position by total assets
Zurich Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,369,928,553 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Zurich 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. Zurich Savings Plan lands in the large band (9,352 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zurich Savings Plan reported net income rose from -$492M in the plan year 2022 filing to $472M in the plan year 2023 filing.
- Zurich Savings Plan end-of-year assets rose from $2.9B in the plan year 2022 filing to $3.4B in the plan year 2023 filing.
- Zurich Savings Plan reported participants rose from 8,681 in the plan year 2022 filing to 9,352 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 364233459 · Zurich American Insurance Company PY 2023 · 401(k)
Zurich Savings Plan · $3.4B · 9,352 · 100th
- ASSETS $3.4B
- PCT 9,352
- EIN 100th
- RANK 401(k)
- PHOTO near Eastman Investment & Employee Stock Ownership Plan
- IND ind #8794
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 →
Zurich Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | $3.4B |
| Net Income | $472M |
| Employer EIN | 364233459 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zurich American Insurance Company)
Sponsor-wide plan assets over time
All Zurich American Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 16.374901896813356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,149 | $4.3B |
| 2023 | 2 | 15,265 | $4.7B |
| 2024 | 2 | 14,727 | $5.0B |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Scale composition for Zurich Savings Plan
Zurich Savings Plan reports $3.4B in end-of-year assets across 9,352 participants (0.027% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $360,343 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2023 was $472M.
This plan identity (EIN 364233459, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.9B to $3.7B (+27.2%) while covered participants moved from 8,681 to 9,301 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,681 | $2.9B | Open filing |
| 2023 | 9,352 | $3.4B | This page |
| 2024 · index core | 9,301 | $3.7B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Zurich Savings Plan (401(k), $3.7B, 9,301 participants)
- Zurich American Insurance Company Retirement Account Plan (Defined Benefit (Pension), $1.3B, 5,426 participants)
Zurich Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Eastman Investment & Employee Stock Ownership Plan in TN ($3.4B); by covered participants it is Ameren Corporation Savings Investment Plan in MO (9,356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.4B here).
- Eastman Investment & Employee Stock Ownership Plan (TN) $3.4B · 10,822
- Sas Retirement Plan (NC) $3.3B · 6,254
- Davita Retirement Savings Plan (CO) $3.3B · 57,711
- The 401(k) Plan (TX) $3.4B · 26,627
Similar participant headcount
Nearest other-state filings by covered participants (9,352 participants); asset peers above are excluded.
- Ameren Corporation Savings Investment Plan (MO) 9,356 · 4 off
- Block 401(k) Plan (CA) 9,358 · 6 off
- Ciox Health 401(k) Plan (AZ) 9,345 · 7 off
- Pacific Bells, Inc. Employee Benefit Plan (WA) 9,343 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.