Defined Benefit (Pension) · DOL Form 5500 · 2022
Aera Energy Services Company Pension Plan
Data updated 2026-08-11
- $390M
- Total assets
- 1,004
- Participants
- 97th
- Percentile by assets
- $388,654
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $390M
- total plan assets (2022 EOY)
- 1,004
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $388,654
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Aera Energy Services Company Cash Balance Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $406M |
|---|---|
| Net Assets (End of Year) | $363M |
| Net Income | -$42M |
| Employer EIN | 770456453 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aera Energy Services Company)
| 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
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Aera Energy Services Company Cash Balance Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Aera Energy Services Company Cash Balanc…
Scale reading
Ways to act on Aera Energy Services Company Cash Balance Plan's numbers.
- By total assets, Aera Energy Services Company Cash Balance Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Aera Energy Services Company's sponsor-wide assets have declined 56.6% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans