401(k) · DOL Form 5500 · 2024

Alera Group, Inc. 401(k) Plan

Data updated 2026-08-25

$500M
Total assets Above avg plan size
4,588
Participants Above avg headcount
97th
Percentile by assets National rank
$108,916
Avg per participant Below avg balance/head
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Official DOL plan name: Alera Group, Inc. Savings Plan · Sponsored by Alera Group, Inc. · Illinois · Finance & Insurance

$500M in assets, 4,588 participants

Alera Group, Inc.'s Alera Group, Inc. Savings Plan reported $500M in total assets and 4,588 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,122 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Alera Group, Inc. Savings Plan covers 4,588 participants in Illinois, 5.9x the typical Illinois plan (state average ~779 per filing). Assets: $500M.

#8,122
in Finance & Insurance (8,549 peers)
+20.6%
assets growth YoY
5.0×
vs typical plan assets (national mean)

Alera Group, Inc. Savings Plan's outsized position by total assets

Alera Group, Inc. Savings Plan vs every filed plan by assets

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

$499,707,443 Top 3% higher than 97% 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

Alera Group, Inc. 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. Alera Group, Inc. Savings Plan lands in the large band (4,588 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alera Group, Inc. Savings Plan reported net income fell from $109M in the plan year 2023 filing to $85M in the plan year 2024 filing.
  • Alera Group, Inc. Savings Plan end-of-year assets rose from $414M in the plan year 2023 filing to $500M in the plan year 2024 filing.
  • Alera Group, Inc. Savings Plan reported participants rose from 4,292 in the plan year 2023 filing to 4,588 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 814473358 · Alera Group, Inc. PY 2024 · 401(k)

Alera Group, Inc. Savings Plan · $500M · 4,588 · 97th

  • BOOK $500M
  • BOOK 4,588
  • BOOK 97th
  • BOOK 401(k)
  • BOOK near Sempra Savings Plan
  • BOOK ind #8122

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 Illinois →

Alera Group, Inc. Savings Plan in the asset neighbourhood

Bcbsnd and Noridian Healthcare Solutions 401(k) PlanBcbsnd and Noridian Healthca…$500MTetra Pak Retirement Savings PlanTetra Pak Retirement Savings…$500MThe Mohegan Retirement and 401(k) PlanThe Mohegan Retirement and 4…$500MSempra Savings Plan$500MAlera Group, Inc. Savings PlanAlera Group, Inc. Savings Pl…$500M
End-of-year total assets ($M) among Alera Group, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$414M
Net Assets (End of Year)$500M
Net Income$85M
Employer EIN814473358
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alera Group, Inc.)

Sponsor-wide plan assets over time

All Alera Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$500M 63.66500382617336% vs 2022
2024 filing year
$200M$300M$400M$500M$600M 202220232024 $305M $500M ▲ +63.7%
Year Plans Participants Total Assets
2022 1 3,966 $305M
2023 1 4,292 $414M
2024 1 4,588 $500M

Nearby 401(k) Plans in Illinois

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

Alera Group, Inc. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Alera Group, Inc. Savings Plan, Total assets ($B): 0.499707443 · Participants: 4588Alera Group, Inc. Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Alera Group, Inc. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Alera Group, Inc. Savings Plan side-by-side with 3 peers →

Alera Group, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sempra Savings Plan in CA ($500M); by covered participants it is Kla 401(k) Plan in CA (4,593 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($500M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,588 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 Alera Group, Inc. Savings Plan assets move in 2024? ▼
Alera Group, Inc. Savings Plan grew sharply - up 20.6% during 2024, from $414M to $500M. Reported net income was $85M.
How have Alera Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alera Group, Inc.'s sponsor-wide assets grew 63.7%, from $305M to $500M.
Where does Alera Group, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Alera Group, Inc. Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Alera Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sempra Savings Plan in CA ($500M, 987 participants).
Which 401(k) plans cover a similar participant headcount to Alera Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kla 401(k) Plan in CA (4,593 participants, $2.1B 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 814473358.

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.