Erie Insurance Group Retirement Plan for Employeesdefined benefit pension plan: employer contributions, fees and assets
2024Form 5500 for plan year 2024
The filing shows $11,506 of employer contributions for each active participant in the plan year that ended 30 Dec 2025. Form 5500 does not state the match formula.
- Sponsor
- Erie Indemnity Company, Erie, PA
- EIN and plan number
- 25-0466020, plan 001
- Plan type
- defined benefit pension. Single-employer plan
- Plan year
- to
- Filing received
What this filing shows
At the end of the plan year that ended 30 Dec 2025, the plan had 10,182 participants.
Net assets were $1,165,318,219 at the end of that plan year.
Employer contributions were $11,506 for each active participant in that plan year.
By participants, it was number 33 of 393 defined benefit plans with 100 or more participants and a filing address in Pennsylvania.
By net assets, it was number 27 of 393.
Its net assets rose by 12.3% from plan year 2023 to 2024.
Net assets of the 672 defined benefit plans with 5,000 to 24,999 participants in plan year 2023 that filed for both years fell by 0.1%.
Its net assets for each participant were $114,449 in plan year 2024.
The median of defined benefit plans with 5,000 to 24,999 participants was $87,332.
Form 5500 does not state the match formula.
What Form 5500 does not show
- The match formula. The form gives the total of the employer contributions for a plan year.
- Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
- The account of a person. The form gives totals for the plan.
While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.
The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.
EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .
In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .
Contributions
Position among plans of the same type and size. The group: 662 defined benefit plans with 5,000 to 24,999 participants, plan year 2024.
- Employer contributionsPlan year that ended 30 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
- $77,000,000
- Active participants30 Dec 2025
- 6,692
- Employer contributions for each active participant
- $11,506
The plan is at the 57th percentile of the group. The quartiles of the group are $3,183, $9,482 and $17,677. Among plans of the same sector, the plan is at the 65th percentile.
- Participant contributionsPlan year that ended 30 Dec 2025
- no figure
- Rollovers and other contributions
- no figure
- Participant contributions for each active participant
- no figure
- Total contributionsPlan year that ended 30 Dec 2025. Schedule H line 2a(3)
- $77,000,000
A percentile gives a position in the group. It does not grade the plan. Groups: plans with 5,000 to 24,999 participants, Finance and insurance sector.
Fees that the filing shows
The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.
- Administrative expenses, Schedule HPlan year that ended 30 Dec 2025
- no figure
The site gives no percentile: the filing has no amount on this line.
- Direct compensation
- $0
- Indirect compensation
- $0
- Schedule C compensation to organisationsPlan year that ended 30 Dec 2025
- $0
The site gives no percentile: Schedule C of this filing has no amount.
The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees
Assets and participants
- Net assets at the start of the plan year
- $1,038,034,226
- Total income, with the result of the investments
- $167,356,722
- Benefits paid
- $40,072,729
- Total expenses
- $40,072,729
- Net income
- $127,283,993
- Net transfers
- $0
- Net assets, 30 Dec 2025
- $1,165,318,219
- Active participants
- 6,692
- Retired or separated, with benefits now
- 2,274
- Retired or separated, with benefits later
- 959
- Participants, 30 Dec 2025
- 10,182
The plan is at the 66th percentile of the group. The quartiles of the group are $53,908, $87,332 and $137,728. Among plans of the same sector, the plan is at the 47th percentile.
Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.
Plan years on file
| Plan year | Participants | Net assets | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|
| 2024 | 10,182 | $1.17B | $77.0M | no figure | $0 |
| 2023 | 10,053 | $1.04B | $39.0M | no figure | $0 |
| 2022 | 9,616 | $1.03B | $33.0M | no figure | $0 |
| 2021 | 8,925 | $922M | $95.0M | no figure | $0 |
| 2020 | 8,438 | $1.16B | $25.0M | no figure | $0 |
| 2019 | 8,312 | $1.08B | no figure | no figure | $0 |
| 2018 | 8,066 | $906M | no figure | no figure | $0 |
| 2017 | 8,105 | $766M | no figure | no figure | $0 |
| 2016 | 7,663 | $822M | $99.9M | no figure | $0 |
| 2015 | 7,240 | $630M | $39.0M | no figure | $0 |
| 2014 | 6,884 | $568M | $17.4M | no figure | $0 |
| 2013 | 6,585 | $564M | $17.0M | no figure | $0 |
| 2012 | 6,195 | $485M | $23.1M | no figure | $0 |
| 2011 | 6,004 | $428M | $17.1M | no figure | $0 |
| 2010 | 5,798 | $363M | $15.5M | no figure | $0 |
| 2009 | 5,618 | $342M | $27.9M | no figure | $0 |
Assets by Schedule H category, 30 Dec 2025
- Common/collective trusts
- $744M 63.8%
- Registered investment companies (mutual funds)
- $224M 19.2%
- Corporate stocks
- $106M 9.1%
- Receivables
- $78.3M 6.7%
- Cash (interest and non-interest bearing)
- $13.7M 1.2%
The form shows the type of the investment vehicle. It does not list the funds of the plan.
Service providers on Schedule C
| Organisation | Services in the filing | Direct compensation | Indirect compensation |
|---|---|---|---|
| Fidelity Invst Inst Ops Co., Inc. | Sub-transfer agency fees | $0 | $0 |
| Fidelity Instit Asset MGT Trust Co. | Other investment fees and expenses | $0 | $0 |
Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.
Other answers in the filing
- Opinion of the accountantSchedule H line 3a
- Unmodified
- Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
- Yes
- Accounting firmSchedule H line 3c
- McGill Power Bell & Assoc LLP
- Failure to transmit participant contributionsSchedule H line 4a
- No
- Fidelity bondSchedule H line 4d
- Yes, $30,000,000
- Blackout period in the plan yearSchedule H line 4m
- No
- 1ABenefits are primarily pay related
- 3HPlan sponsor(s) is (are) a member(s) of a controlled group
Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 524290: Other Insurance Related Activities (including third-party administration of Insurance and pension funds).
The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.
Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions):
The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary
Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.)
A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary
Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .
Other plans of Erie Indemnity Company
| Plan | Participants | Net assets |
|---|---|---|
| Erie Insurance Group Employee Savings Plan | 7,806 | $1.50B |
Plans of similar size in the same industry
| Plan | Sponsor | Participants |
|---|---|---|
| Aon Retirement Pension Plan | Aon Corporation | 13,463 |
| Old Republic International Employees Retirement Plan | Old Republic International Corp. | 4,610 |
| The Retirement Plan of the Amalgamated Insurance F | Board of Trustees - the Retirement Plan of the Amalgamated of the Amal | 16,997 |
| Cambia Health Solutions Retirement Plan | Cambia Health Solutions, Inc. | 4,329 |
| Zurich American Insurance Company Retirement Account Plan | Zurich American Insurance Company | 18,243 |
| Mony Life Retirement Income Security Plan for Employees | Equitable Holdings, Inc. | 2,186 |
| The Hartford Retirement Plan for U.S. Employees | The Hartford Insurance Group, Inc. | 20,343 |
| Crawford & Company Retirement Plan | Crawford & Company & Subsidiaries | 2,127 |
| Voya Retirement Plan | Voya Retirement Plan | 22,881 |
| Sedgwick Retirement Plan | Sedgwick Claims Management Services, Inc. | 1,909 |
Official channels
- Form 5500 Filing Search, U.S. Department of Labor, EFAST2
The search of the Department of Labor for filed Form 5500 reports.
To find this plan there, look for: EIN 25-0466020Plan number 001
- EBSA publication about retirement plans, for participants, U.S. Department of Labor, Employee Benefits Security Administration
The publication explains how a retirement plan works.
The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .
Cite this page
My Plan Facts. "Erie Insurance Group Retirement Plan for Employees." https://myplanfacts.com/plan/250466020-001-erie-insurance-group-retirement-plan-for-employees/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.
Embed the figures
Where this page gets its figures
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 25-0466020, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.
Questions
Does the filing show the employer match?
No. Form 5500 does not state the match formula. The filing shows total employer contributions of $77,000,000 for the plan year that ended 30 Dec 2025.
What fees does the filing show?
The filing shows no administrative expenses for the plan year that ended 30 Dec 2025. Schedule C shows no compensation to service providers. Fund expense ratios are not in Form 5500.
Which organisations give services to the plan?
Schedule C of the filing names 2 organisations. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.
How old are these figures?
The figures are for the plan year from 31 Dec 2024 to 30 Dec 2025. The Department of Labor received the filing on 13 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.