401(k) · DOL Form 5500 · 2024
Alera Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $500M
- Total assets
- 4,588
- Participants
- 97th
- Percentile by assets
- $108,916
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $500M
- total plan assets (2024 EOY)
- 4,588
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $108,916
- avg assets per participant
Where Alera Group, Inc. Savings Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Alera Group, Inc. Savings Plan reports 4,588 participants - 5.9x that state average ($500M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $414M |
|---|---|
| Net Assets (End of Year) | $500M |
| Net Income | $85M |
| Employer EIN | 814473358 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alera Group, Inc.)
| 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
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Alera Group, Inc. Savings Plan by total assets, not by location.
- Sempra Savings Plan (CA) $500M · 987
- The Mohegan Retirement and 401(k) Plan (CT) $500M · 6,567
- Tetra Pak Retirement Savings Plan (TX) $500M · 1,653
- Bcbsnd and Noridian Healthcare Solutions 401(k) Plan (ND) $500M · 2,963
Frequently Asked Questions
How did Alera Group, Inc. Savings Plan assets move in 2024? ▼
How have Alera Group, Inc. plan assets changed over time? ▼
Where does Alera Group, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Alera Group, Inc. Savings Plan
Filing takeaways
Ways to act on Alera Group, Inc. Savings Plan's numbers.
- By total assets, Alera Group, Inc. Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Alera Group, Inc.'s sponsor-wide assets have grown 63.7% since 2022 across 3 plan years on file. More Finance & Insurance plans