Defined Benefit (Pension) · DOL Form 5500 · 2022

Aera Energy Services Company Pension Plan

Data updated 2026-08-25

$390M
Total assets Above avg plan size
1,004
Participants Near avg headcount
97th
Percentile by assets National rank
$388,654
Avg per participant High balance/head
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Official DOL plan name: Aera Energy Services Company Cash Balance Plan · Sponsored by Aera Energy Services Company · California · Mining & Oil Extraction

$390M in assets, 1,004 participants

Aera Energy Services Company's Aera Energy Services Company Cash Balance Plan reported $390M in total assets and 1,004 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #844 in Mining & Oil Extraction (892 peers)

Where Aera Energy Services Company Cash Balance Plan sits by assets

Aera Energy Services Company Cash Balance Plan sits in the top 5% of all filed plans by assets, $390M for 1,004 participants (~$388,654/participant), down 3.8% in 2022.

#844
in Mining & Oil Extraction (892 peers)
-3.8%
assets change YoY
3.9×
vs typical plan assets (national mean)

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aera Energy Services Company Cash Balance Plan's outsized position by total assets

Aera Energy Services Company Cash Balance Plan vs every filed plan by assets

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

$390,208,639 Top 3% higher than 97% 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

Aera Energy Services Company Cash Balance Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aera Energy Services Company Cash Balance Plan lands in the large band (1,004 participants).

EBSA filing schedule strip

Filing strip 770456453 · Aera Energy Services Company PY 2022 · Defined Benefit (Pension)

Aera Energy Services Company Cash Balance Plan · $390M · 1,004 · 97th

  • 5500 $390M
  • 5500 1,004
  • 5500 97th
  • 5500 Defined Benefit (Pension)
  • 5500 near Msd Puerto Rico Pension Plan
  • 5500 ind #844

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 Mining & Oil Extraction retirement plans → · Plans in California →

Aera Energy Services Company Cash Balance Plan in the asset neighbourhood

21st Century Fox America Retirement Plan21st Century Fox America Ret…$392MRetirement Income Plan for Employees of Armstrong World Industries IncRetirement Income Plan for E…$392MAera Energy Services Company Cash Balance PlanAera Energy Services Company…$390MMsd Puerto Rico Pension Plan$390MLong Island Electric Utility Servco LLC Retirement Income PlanLong Island Electric Utility…$389M
End-of-year total assets ($M) among Aera Energy Services Company Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$406M
Net Assets (End of Year)$363M
Net Income-$42M
Employer EIN770456453
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aera Energy Services Company)

Sponsor-wide plan assets over time

All Aera Energy Services Company plans reported in each filing year

Latest sponsor-wide plan assets
$355M 56.596852656794496% vs 2022
2024 filing year
$200M$400M$600M$800M$1,000M 202220232024 $819M $355M ▼ -56.6%
Year Plans Participants Total Assets
2022 2 2,038 $819M
2023 2 1,863 $890M
2024 2 1,630 $355M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Aera Energy Services Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Aera Energy Services Company Cash Balance Plan, Total assets ($B): 0.390208639 · Participants: 1004Aera Energy Services Company Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Aera Energy Services Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Aera Energy Services Company Cash Balance Plan side-by-side with 3 peers →

Aera Energy Services Company Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Msd Puerto Rico Pension Plan in PR ($390M); by covered participants it is Salaried Employee Pension Plan for Kapl Employees and Retirees in PA (1,004 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,004 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 Aera Energy Services Company Cash Balance Plan assets move in 2022? ▼
Aera Energy Services Company Cash Balance Plan edged down modestly - down 3.8% during 2022, from $406M to $390M. Reported net income was -$42M.
How have Aera Energy Services Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aera Energy Services Company's sponsor-wide assets declined 56.6%, from $819M to $355M.
Where does Aera Energy Services Company Cash Balance Plan rank by assets among Form 5500 filers? ▼
Aera Energy Services Company Cash Balance Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Aera Energy Services Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Msd Puerto Rico Pension Plan in PR ($390M, 510 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aera Energy Services Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Salaried Employee Pension Plan for Kapl Employees and Retirees in PA (1,004 participants, $985M 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 770456453.

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.