Erie Indemnity 401(k) match, vesting and fees
What Erie Indemnity's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Mcgill, Power, Bell & Associates, L (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Erie Indemnity: employer contribution per participant | $2,734 | |
| Peer median | $3,354 |
| Erie Indemnity: average balance | $176,276 | |
| Peer median | $126,365 |
| Erie Indemnity: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.2B at the end of plan year 2023 to $1.4B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,861 | $1.4B | $21M | $2,734 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 7,674 | $1.2B | $18.4M | $2,445 | 0.03% | Not published | Form 5500 ↗ |
Other Erie Indemnity plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Erie Insurance Group Retirement Plan for Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Mcgill Power Bell & Assoc LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Erie Indemnity match 401(k) contributions?
The match terms for the Erie Insurance Group Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $21M in employer contributions, about $2,734 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Erie Indemnity 401(k) match vested?
The vesting schedule for the Erie Insurance Group Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Erie Indemnity 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Erie Indemnity Company.
I left Erie Indemnity. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Erie Indemnity Company, (814) 870-2000) or the recordkeeper, Fidelity Investments Institutional. The Erie Indemnity old 401(k) page lists the contacts from every plan filing. Find an old Erie Indemnity 401(k)
Data from the public Form 5500 annual reports Erie Indemnity filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Erie Indemnity. Not financial advice. Report a correction · Methodology