401(k) · DOL Form 5500 · 2022

Aaa South Jersey, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
101
Participants Small participant base
63rd
Percentile by assets National rank
$88,246
Avg per participant Below avg balance/head
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Official DOL plan name: Aaa South Jersey 401(k) Profit Sharing Plan · Sponsored by Aaa South Jersey, Inc. · New Jersey · Transportation & Warehousing

$9M in assets, 101 participants

Aaa South Jersey, Inc.'s Aaa South Jersey 401(k) Profit Sharing Plan reported $9M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,534 in Transportation & Warehousing (3,876 peers)

Coverage in New Jersey

Aaa South Jersey 401(k) Profit Sharing Plan covers 101 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.

#2,534
in Transportation & Warehousing (3,876 peers)
-18.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aaa South Jersey 401(k) Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Aaa South Jersey 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,912,889 Top 37% higher than 63% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Aaa South Jersey 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaa South Jersey 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).

Plan-year Form 5500 strip

Filing strip 210399840 · Aaa South Jersey, Inc. PY 2022 · 401(k)

Aaa South Jersey 401(k) Profit Sharing Plan · $9M · 101 · 63rd

  • BOOK $9M
  • BOOK 101
  • BOOK 63rd
  • BOOK 401(k)
  • BOOK near Franklin Mountain Management, LLC 401(k) Plan
  • BOOK ind #2534

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in New Jersey →

Aaa South Jersey 401(k) Profit Sharing Plan in the asset neighbourhood

Aaa South Jersey 401(k) Profit Sharing PlanAaa South Jersey 401(k) Prof…$9MFranklin Mountain Management, LLC 401(k) PlanFranklin Mountain Management…$9MVba Defined Contribution Plan for Bank of BotetourtVba Defined Contribution Pla…$9MChuck Patterson, Inc. 401(k) Profit Sharing PlanChuck Patterson, Inc. 401(k)…$9MBonacio Construction 401(k) PlanBonacio Construction 401(k) …$9M
End-of-year total assets ($M) among Aaa South Jersey 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN210399840
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaa South Jersey, Inc.)

Sponsor-wide plan assets over time

All Aaa South Jersey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 32.551645151196205% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.91M $11.8M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 101 $9M
2023 1 108 $11M
2024 1 115 $12M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Aaa South Jersey 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Aaa South Jersey 401(k) Profit Sharing Plan, Total assets ($B): 0.008912889 · Participants: 101Aaa South Jersey 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Aaa South Jersey 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Aaa South Jersey 401(k) Profit Sharing Plan side-by-side with 3 peers →

Aaa South Jersey 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Franklin Mountain Management, LLC 401(k) Plan in TX ($9M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aaa South Jersey 401(k) Profit Sharing Plan assets move in 2022? ▼
Aaa South Jersey 401(k) Profit Sharing Plan declined sharply - down 18.0% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Aaa South Jersey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa South Jersey, Inc.'s sponsor-wide assets grew 32.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Aaa South Jersey 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Mountain Management, LLC 401(k) Plan in TX ($9M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Aaa South Jersey 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 210399840.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.