Erie Indemnity 401(k) and pension plans

Erie Indemnity Company, Erie, PA. EIN 25-0466020. Annual reports 2009–2024.

Erie Indemnity Company has 2 active retirement plans on file. The largest is the Erie Insurance Group Employee Savings Plan, with 7,861 participants and $1.4 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 17,914
Plan assets: $2.4 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Erie Insurance Group Employee Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 25-0466020
Participants (2024): 7,861
Net assets (2024): $1.4 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Erie Indemnity Company
100 Erie Insurance Place
Erie, PA 16530
(814) 870-2000As filed for 2024
In effect since: January 1, 1989

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,861	$1.4 billion	Fidelity
2023	7,674	$1.2 billion	Fidelity
2022	7,091	$980 million	Fidelity
2021	6,779	$1.3 billion	Fidelity
2020	6,707	$1.1 billion	Fidelity
2019	6,616	$913 million	Fidelity
2018	6,355	$731 million	Fidelity
2017	6,027	$739 million	Fidelity
2016	5,716	$618 million	Fidelity
2015	5,533	$566 million	Fidelity
2014	5,349	$556 million	Fidelity
2013	5,064	$516 million	Fidelity
2012	4,967	$419 million	Fidelity
2011	4,935	$367 million	Fidelity
2010	4,826	$357 million	Fidelity
2009	4,881	$309 million	Fidelity

Erie Insurance Group Retirement Plan for Employees

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 001Employer EIN 25-0466020
Participants (2023): 10,053
Net assets (2023): $1.0 billion
Plan administrator: Erie Indemnity Company
100 Erie Insurance Place
Erie, PA 16530
(814) 870-2000As filed for 2023
In effect since: December 31, 1946

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	10,053	$1.0 billion	not listed
2022	9,616	$1.0 billion	not listed
2021	8,925	$922 million	not listed
2020	8,438	$1.2 billion	not listed
2019	8,312	$1.1 billion	not listed
2018	8,066	$906 million	not listed
2017	8,105	$766 million	not listed
2016	7,663	$822 million	not listed
2015	7,240	$630 million	not listed
2014	6,884	$568 million	not listed
2013	6,585	$564 million	not listed
2012	6,195	$485 million	not listed
2011	6,004	$428 million	not listed
2010	5,798	$363 million	not listed
2009	5,618	$342 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Erie Insurance Group Employee Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((814) 870-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Erie Insurance Group Employee Savings Plan

Erie Insurance Group Retirement Plan for Employees

If you had money in one of these plans

What these numbers are

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