401(k) · DOL Form 5500 · 2023
Zurich American Insurance Company 401(k) Plan
Data updated 2026-08-11
- $3.4B
- Total assets
- 9,352
- Participants
- 100th
- Percentile by assets
- $360,343
- Avg per participant
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.
- 100th percentile by assets (of 127,072 plans)
- #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.
- $3.4B
- total plan assets (2023 EOY)
- 9,352
- covered participants
- 100th
- percentile by assets (of 127,072 plans)
- $360,343
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Zurich Savings Plan reports 9,352 participants - 12x that state average ($3.4B EOY assets).
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)
| 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.
Zurich Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Zurich Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Zurich Savings Plan assets move in 2023? ▼
How have Zurich American Insurance Company plan assets changed over time? ▼
Where does Zurich Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Zurich Savings Plan? ▼
Next read for Zurich Savings Plan
Filing takeaways
Ways to act on Zurich Savings Plan's numbers.
- By total assets, Zurich 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 Illinois. Compare plans
- Zurich American Insurance Company's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Finance & Insurance plans