Defined Benefit (Pension) · DOL Form 5500 · 2023

Erie Indemnity Company Pension Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
6,507
Participants Above avg headcount
99th
Percentile by assets National rank
$159,572
Avg per participant Above avg balance/head
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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.

  • #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.

#8,650
in Finance & Insurance (8,869 peers)
+1.1%
assets growth YoY
10×
vs typical plan assets (national mean)

Erie Insurance Group Retirement Plan for Employees's outsized position by total assets

Erie Insurance Group Retirement Plan for Employees vs every filed plan by assets

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

$1,038,337,581 Top 1% higher than 99% 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

Erie Insurance Group Retirement Plan for Employees'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. Erie Insurance Group Retirement Plan for Employees lands in the large band (6,507 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 250466020 · Erie Indemnity Company PY 2023 · Defined Benefit (Pension)

Erie Insurance Group Retirement Plan for Employees · $1.0B · 6,507 · 99th

  • PART $1.0B
  • PART 6,507
  • PART 99th
  • PART Defined Benefit (Pension)
  • PART near Exelon Pension Plan
  • PART ind #8650

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 Insurance Group Retirement Plan for Employees in the asset neighbourhood

Erie Insurance Group Retirement Plan for EmployeesErie Insurance Group Retirem…$1.0BExelon Pension Plan$1.0BFirst-Citizens Bank & Trust Company and Adopting Related Employers Pension PlanFirst-Citizens Bank & Trust …$1.0BNational Fuel Gas Company Retirement PlanNational Fuel Gas Company Re…$1.0BNovo Nordisk Inc. Money Purchase PlanNovo Nordisk Inc. Money Purc…$1.0B
End-of-year total assets ($B) among Erie Insurance Group Retirement Plan for Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.0B
Net Income$11M
Employer EIN250466020
Plan Effective Date1946-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Erie Indemnity Company)

Sponsor-wide plan assets over time

All Erie Indemnity Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 32.62385753412645% vs 2022
2024 filing year
$1B$1.5B$2B$2.5B 202220232024 $2.01B $1.35B ▼ -32.8%
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 Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Erie Insurance Group Retirement Plan for Employees, Total assets ($B): 1.038337581 · Participants: 6507Erie Insurance Group Retirement Plan for EmployeesNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Erie Insurance Group Retirement Plan for Employees vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Erie Insurance Group Retirement Plan for Employees side-by-side with 3 peers →

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 Retirement Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Exelon Pension Plan in IL ($1.0B); by covered participants it is Valero Energy Corporation Pension Plan in TX (6,500 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,507 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 Erie Insurance Group Retirement Plan for Employees assets move in 2023? ▼
Erie Insurance Group Retirement Plan for Employees edged up modestly - up 1.1% during 2023, from $1.0B to $1.0B. Reported net income was $11M.
How have Erie Indemnity Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie Indemnity Company's sponsor-wide assets declined 32.6%, from $2.0B to $1.4B.
Where does Erie Insurance Group Retirement Plan for Employees rank by assets among Form 5500 filers? ▼
Erie Insurance Group Retirement Plan for Employees ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Erie Insurance Group Retirement Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Exelon Pension Plan in IL ($1.0B, 2,228 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Erie Insurance Group Retirement Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valero Energy Corporation Pension Plan in TX (6,500 participants, $2.5B 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 250466020.

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.