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.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.9BSummed across loaded plans$3,887,290,615
Total reported assets$3.9B$3,897,493,151
Total reported participants113.6K113,600
Total reported liabilities$10.2M$10,202,536

Reported net position

Reported assets = net assets + liabilities (summed)$3.9B total assets
Net assets$3.9BLiabilities$10.2M
Contributions & income
Employer contributions$113.2M
Participant contributions$98.7M
Total income / additions$684.7M
Expenses & distributions
Benefits paid / distributions$303.3M
Total expenses$309.3M
Net increase / (decrease)$375.3M

Data coverage

Plans with financial statements121 / 188 (64%)
Plans with provider compensation71 / 188 (38%)

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.

Computed from loaded plans

Erie market comparison

Largest plan share of assets30%Erie Insurance Group Employee Savings Plan
Participants per plan604Average across loaded plans
Plan sponsors123
Ranked by reported assets

Largest loaded plans in Erie

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Erie Indemnity Company · 2023
  2. 2
  3. 3
    Gannon University · 2023
  4. 4
    Millcreek Health System D/B/A Lecom Health · 2023
  5. 5
    Eriez Manufacturing Co. · 2023
  6. 6
  7. 7
    Macdonald, Illig, Jones & Britton Llp · 2023
  8. 8
    Board Of Trustees Ibew Local 56 Pension Plan · 2023
  9. 9
  10. 10
    Plastek Industries, Inc. · 2023
  11. 11
    Truck-Lite Co., LLC · 2023
  12. 12
    Board Of Trustees Ibew Local 56 Employees Deferred Savings Plan · 2023
  13. 13
    Vert Markets, Inc. · 2023
  14. 14
  15. 15
    Knox Mclaughlin Gornall & Sennett, P.C. · 2023
  16. 16
  17. 17
    Marquette Savings Bank · 2023
  18. 18
    Associated Clinical Laboratories Lp · 2023
  19. 19
    Sarah A. Reed Children'S Center · 2023
  20. 20
    Definiti LLC · 2023
  21. 21
    Ob-Gyn Associates Of Erie, P.C. · 2023
  22. 22
    Industrial Sales & Manufacturing, Inc. · 2023
  23. 23
  24. 24
  25. 25
    Erie Federal Credit Union · 2023

What to inspect next

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