Erie, PA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Erie, PA has 188 loaded benefit plan(s) reported by 123 plan sponsor(s), with $3,897,493,151 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 188
- Plan sponsors
- 123
- Latest filing year
- 2023
What stands out in Erie
- 188 loaded plans hold $3.9B in reported assets across 123 sponsors.
- The largest, Erie Insurance Group Employee Savings Plan, holds 30% of reported Erie plan assets.
- Plans cover 113,600 participants — about 604 per plan.
- 64% of loaded plans report full Schedule H/I financial statements.
- 38% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Erie, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Erie market comparison
Largest loaded plans in Erie
Bars show each plan's reported end-of-year assets relative to the largest.
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- 2
- 3
- 4
- 5
- 6
- 7Macdonald, Illig, Jones & Britton Llp · 2023
- 8
- 9
- 10
- 11
- 12Board Of Trustees Ibew Local 56 Employees Deferred Savings Plan · 2023
- 13
- 14Dr.Gertrude A. Barber Center, Inc · 2023
- 15Knox Mclaughlin Gornall & Sennett, P.C. · 2023
- 16
- 17
- 18Associated Clinical Laboratories Lp · 2023
- 19
- 20
- 21
- 22Industrial Sales & Manufacturing, Inc. · 2023
- 23
- 24
- 25
Largest plans in Erie → · Erie plans by participants → · Erie plans with financial data → · Erie plans with provider compensation → · $1B+ plans in Erie →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Erie, PA?
- 188 plan(s) reported by 123 sponsor(s) are loaded for Erie, PA.
Related Form 5500 pages
- All PA Form 5500 filings
- Erie Insurance Group Employee Savings Plan (plan 002)
- Erie Indemnity Company — all reported plans
- Erie Insurance Group Retirement Plan For Employees (plan 001)
- Gannon University Defined Contribution Plan (plan 001)
- Gannon University — all reported plans
- Lecom Health 403(B) Dc Plan (plan 002)
- Millcreek Health System D/B/A Lecom Health — all reported plans
- Eriez Manufacturing Co. Profit Sharing/ 401(K) Plan (plan 001)
- Eriez Manufacturing Co. — all reported plans
- Mercyhurst University Defined Contribution Retirement Plan (plan 001)
- Mercyhurst University — all reported plans
- Macdonald, Illig, Jones & Britton 401(K) Retirement Plan (plan 002)
- Macdonald, Illig, Jones & Britton Llp — all reported plans
- Ibew Local 56 Pension Plan (plan 001)
- Board Of Trustees Ibew Local 56 Pension Plan — all reported plans
- Hamot Health Foundation Employee Tax-Deferred Savings Plan (plan 003)
- Upmc Hamot — all reported plans
- The Plastek Group 401(K) Savings Plan (plan 002)
- Plastek Industries, Inc. — all reported plans
- Truck-Lite Co., LLC Thrift Plan (plan 001)
- Truck-Lite Co., LLC — all reported plans
- Ibew Local 56 Employees Deferred Savings Plan (plan 002)
- Board Of Trustees Ibew Local 56 Employees Deferred Savings Plan — all reported plans
- Peterson Brothers Retirement Plan (plan 001)
- Vert Markets, Inc. — all reported plans
- 401(K) Retirement Savings Plan For Employees Of The Dr.Gertrude A. Barber Center, Inc. (plan 001)
- Dr.Gertrude A. Barber Center, Inc — all reported plans
- Knox Mclaughlin Gornall & Sennett, P.C. 401(K) Profit Sharing Plan (plan 001)
- Knox Mclaughlin Gornall & Sennett, P.C. — all reported plans
- Methodology
- Data sources