Defined Benefit (Pension) · DOL Form 5500 · 2023
Erie Indemnity Company Pension Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 6,507
- Participants
- 99th
- Percentile by assets
- $159,572
- 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, 6,507 participants
Erie Indemnity Company's Erie Insurance Group Retirement Plan for Employees reported $1.0B in total assets and 6,507 participants in its 2023 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 127,072 plans)
- #8,650 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
Erie Insurance Group Retirement Plan for Employees covers 6,507 participants in Pennsylvania, 7.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2023 EOY)
- 6,507
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $159,572
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Erie Insurance Group Retirement Plan for Employees reported net income fell from $105M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Erie Insurance Group Retirement Plan for Employees reported participants rose from 5,987 in the plan year 2022 filing to 6,507 in the plan year 2023 filing.
- Erie Insurance Group Retirement Plan for Employees end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
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 6,507 participants - 7.9x that state average ($1.0B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $11M |
| 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 $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
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 6,507 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $159,572 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $11M.
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 | Open filing |
| 2023 · index core | 6,507 | $1.0B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Erie Insurance Group Employee Savings Plan (401(k), $1.4B, 6,484 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.
- Exelon Pension Plan (IL) $1.0B · 2,228
- First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan (NC) $1.0B · 1,030
- National Fuel Gas Company Retirement Plan (NY) $1.0B · 548
- Novo Nordisk Inc. Money Purchase Plan (NJ) $1.0B · 5,135
Frequently Asked Questions
How did Erie Insurance Group Retirement Plan for Employees assets move in 2023? ▼
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