401(k) · DOL Form 5500 · 2024

Erie Indemnity Company 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
6,484
Participants Above avg headcount
99th
Percentile by assets National rank
$208,574
Avg per participant Above avg balance/head
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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.

  • #8,360 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Erie Insurance Group Employee Savings Plan covers 6,484 participants in Pennsylvania, 7.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.4B.

#8,360
in Finance & Insurance (8,549 peers)
+14.6%
assets growth YoY
14×
vs typical plan assets (national mean)

Erie Insurance Group Employee Savings Plan's outsized position by total assets

Erie Insurance Group Employee Savings Plan vs every filed plan by assets

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

$1,352,390,591 Top 1% higher than 99% 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 Insurance Group Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie Insurance Group Employee Savings Plan lands in the large band (6,484 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 250466020 · Erie Indemnity Company PY 2024 · 401(k)

Erie Insurance Group Employee Savings Plan · $1.4B · 6,484 · 99th

  • PART $1.4B
  • PART 6,484
  • PART 99th
  • PART 401(k)
  • PART near Mcdermott Savings Plan
  • PART ind #8360

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 Employee Savings Plan in the asset neighbourhood

Erie Insurance Group Employee Savings PlanErie Insurance Group Employe…$1.4BMcdermott Savings Plan$1.4BThe Milliken Retirement Plan$1.4BBmc Software, Inc. Savings and Investment PlanBmc Software, Inc. Savings a…$1.4BThe Savings Investment Plan for Employees of Reckitt Benckiser LLCThe Savings Investment Plan …$1.3B
End-of-year total assets ($B) among Erie Insurance Group Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.4B
Net Income$173M
Employer EIN250466020
Plan Effective Date1989-01-01
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 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 Scatter plot of 6 data points. 020000400006000080000100000 0510152025 Total assets ($B) Participants Erie Insurance Group Employee Savings Plan, Total assets ($B): 1.352390591 · Participants: 6484Erie Insurance Group Employee Savings PlanComcast 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 Insurance Group Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Erie Insurance Group Employee Savings Plan side-by-side with 3 peers →

Scale composition for Erie Insurance Group Employee Savings Plan

Erie Insurance Group Employee Savings Plan reports $1.4B in end-of-year assets across 6,484 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $208,574 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2024 was $173M.

This plan identity (EIN 250466020, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $980M to $1.4B (+38.0%) while covered participants moved from 5,811 to 6,484 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,811 $980M Open filing
2023 5,972 $1.2B Open filing
2024 · index core 6,484 $1.4B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Erie Insurance Group Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mcdermott Savings Plan in TX ($1.4B); by covered participants it is Carters 401(k) Savings Plan in GA (6,486 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,484 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 Insurance Group Employee Savings Plan assets move in 2024? ▼
Erie Insurance Group Employee Savings Plan grew at a solid clip - up 14.6% during 2024, from $1.2B to $1.4B. Reported net income was $173M.
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 Employee Savings Plan rank by assets among Form 5500 filers? ▼
Erie Insurance Group Employee Savings Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Erie Insurance Group Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcdermott Savings Plan in TX ($1.4B, 3,605 participants).
Which 401(k) plans cover a similar participant headcount to Erie Insurance Group Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carters 401(k) Savings Plan in GA (6,486 participants, $319M 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 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.