401(k) · DOL Form 5500 · 2024

Erie Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
136
Participants Small participant base
56th
Percentile by assets National rank
$73,898
Avg per participant Below avg balance/head
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Official DOL plan name: Erie Management Group, LLC 401(k) Plan · Sponsored by Erie Management Group, LLC · Pennsylvania · Management of Enterprises

$10M in assets, 136 participants

Erie Management Group, LLC's Erie Management Group, LLC 401(k) Plan reported $10M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #450 in Management of Enterprises (1,133 peers)

Coverage in Pennsylvania

Erie Management Group, LLC 401(k) Plan covers 136 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#450
in Management of Enterprises (1,133 peers)
+4.8%
assets growth YoY

Erie Management Group, LLC 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Erie Management Group, LLC 401(k) Plan vs every filed plan by assets

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

$10,050,070 Top 44% higher than 56% 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 Management Group, LLC 401(k) Plan 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 Management Group, LLC 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Erie Management Group, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $457K in the plan year 2024 filing.
  • Erie Management Group, LLC 401(k) Plan reported participants fell from 166 in the plan year 2023 filing to 136 in the plan year 2024 filing.
  • Erie Management Group, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201336328 · Erie Management Group, LLC PY 2024 · 401(k)

Erie Management Group, LLC 401(k) Plan · $10M · 136 · 56th

  • BOOK $10M
  • VS-ST 136
  • BOY 56th
  • SCH 401(k)
  • EBSA near Consumers Warehouse Center, Inc. 401(k) Profit Sharing Plan
  • PART ind #450

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

Erie Management Group, LLC 401(k) Plan in the asset neighbourhood

Erie Management Group, LLC 401(k) PlanErie Management Group, LLC 4…$10MConsumers Warehouse Center, Inc. 401(k) Profit Sharing PlanConsumers Warehouse Center, …$10MGresser, Inc. and Affiliates 401(k) PlanGresser, Inc. and Affiliates…$10MGila Health Resources, LLC 401(k) PlanGila Health Resources, LLC 4…$10M403(b) Thrift Plan for Employees of Peninsula Community Health Services of Alaska, Inc.403(b) Thrift Plan for Emplo…$10M
End-of-year total assets ($M) among Erie Management Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$457K
Employer EIN201336328
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Erie Management Group, LLC)

Sponsor-wide plan assets over time

All Erie Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 22.58582320076064% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.2M $10.1M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 177 $8M
2023 1 166 $10M
2024 1 136 $10M

Nearby 401(k) Plans in Pennsylvania

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

Erie Management Group, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Erie Management Group, LLC 401(k) Plan, Total assets ($B): 0.01005007 · Participants: 136Erie Management Group, LLC 401(k) 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 Management Group, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Erie Management Group, LLC 401(k) Plan side-by-side with 3 peers →

Erie Management Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Consumers Warehouse Center, Inc. 401(k) Profit Sharing Plan in NY ($10M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Management Group, LLC 401(k) Plan assets move in 2024? ▼
Erie Management Group, LLC 401(k) Plan edged up modestly - up 4.8% during 2024, from $10M to $10M. Reported net income was $457K.
How have Erie Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie Management Group, LLC's sponsor-wide assets grew 22.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Erie Management Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consumers Warehouse Center, Inc. 401(k) Profit Sharing Plan in NY ($10M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Erie Management Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 201336328.

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.