401(k) · DOL Form 5500 · 2024
Erie Indemnity Company 401(k) Plan
Data updated 2026-07-24
- $1.4B
- Total assets
- 6,484
- Participants
- 99th
- Percentile by assets
- $208,574
- Avg per participant
Official DOL plan name: Erie Insurance Group Employee Savings Plan · Sponsored by Erie Indemnity Company · Pennsylvania · Finance & Insurance
$1.4B in assets, 6,484 participants
Erie Indemnity Company's Erie Insurance Group Employee Savings Plan reported $1.4B in total assets and 6,484 participants in its 2024 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 116,472 plans)
Coverage in Pennsylvania
Erie Insurance Group Employee Savings Plan covers 6,484 participants in Pennsylvania, 7.9x the typical Pennsylvania plan (state average ~824 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2024 EOY)
- 6,484
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $208,574
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Erie Insurance Group Employee Savings Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
- Erie Insurance Group Employee Savings Plan reported net income fell from $199M in the plan year 2023 filing to $173M in the plan year 2024 filing.
- Erie Insurance Group Employee Savings Plan reported participants rose from 5,972 in the plan year 2023 filing to 6,484 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Erie Insurance Group Employee Savings Plan reports 6,484 participants - 7.9x that state average ($1.4B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $173M |
| Employer EIN | 250466020 |
| Plan Effective Date | 1989-01-01 |
| 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 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Erie Insurance Group Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Erie Insurance Group Employee Savings Plan by total assets, not by location.
- Mcdermott Savings Plan (TX) $1.4B · 3,605
- The Milliken Retirement Plan (SC) $1.4B · 5,733
- Bmc Software, Inc. Savings and Investment Plan (TX) $1.4B · 1,897
- The Savings Investment Plan for Employees of Reckitt Benckiser LLC (NJ) $1.3B · 4,970
Frequently Asked Questions
How did Erie Insurance Group Employee Savings Plan assets move in 2024? ▼
How have Erie Indemnity Company plan assets changed over time? ▼
Where does Erie Insurance Group Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Erie Insurance Group Employee Savings Plan? ▼
Next read for Erie Insurance Group Employee Savings Pl…
Filing takeaways
Ways to act on Erie Insurance Group Employee Savings Plan's numbers.
- By total assets, Erie Insurance Group Employee 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 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
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 250466020.
Read our methodology - how this data is sourced, computed, and verified.