401(k) · DOL Form 5500 · 2024

Erie Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
199
Participants Below avg headcount
70th
Percentile by assets National rank
$99,747
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Erie Federal Credit Union 401(k) Plan and Trust · Sponsored by Erie Federal Credit Union · Pennsylvania · Finance & Insurance

$20M in assets, 199 participants

Erie Federal Credit Union's Erie Federal Credit Union 401(k) Plan and Trust reported $20M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,708 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Erie Federal Credit Union 401(k) Plan and Trust covers 199 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#4,708
in Finance & Insurance (8,549 peers)
+14.8%
assets growth YoY

Erie Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Erie Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,849,626 Top 30% higher than 70% of 123,620 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 2024

Erie Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Erie Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Erie Federal Credit Union 401(k) Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Erie Federal Credit Union 401(k) Plan and Trust reported participants rose from 185 in the plan year 2023 filing to 199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 250970927 · Erie Federal Credit Union PY 2024 · 401(k)

Erie Federal Credit Union 401(k) Plan and Trust · $20M · 199 · 70th

  • BOY $20M
  • BOY 199
  • BOY 70th
  • BOY 401(k)
  • BOY near Midamerica National Bank 401(k) Plan
  • BOY ind #4708

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 Pennsylvania →

Erie Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Erie Federal Credit Union 401(k) Plan and TrustErie Federal Credit Union 40…$20MMidamerica National Bank 401(k) PlanMidamerica National Bank 401…$20MSmith Debnam 401(k) Plan$20MHawker Pacific Aerospace 401(k) PlanHawker Pacific Aerospace 401…$20MFresh Consulting 401(k) Plan$20M
End-of-year total assets ($M) among Erie Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN250970927
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Erie Federal Credit Union)

Sponsor-wide plan assets over time

All Erie Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.386513913893246% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.3M $19.9M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 164 $14M
2023 1 185 $17M
2024 1 199 $20M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Erie Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Erie Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.019849626 · Participants: 199Erie Federal Credit Union 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Erie Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Erie Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Erie Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Midamerica National Bank 401(k) Plan in IL ($20M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Erie Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Erie Federal Credit Union 401(k) Plan and Trust grew at a solid clip - up 14.8% during 2024, from $17M to $20M. Reported net income was $3M.
How have Erie Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie Federal Credit Union's sponsor-wide assets grew 38.4%, from $14M to $20M.
Which 401(k) plans are similar in size to Erie Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Midamerica National Bank 401(k) Plan in IL ($20M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Erie Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cascade Services, Inc. 401(k) Plan in UT (199 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250970927.

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.