401(k) · DOL Form 5500 · 2022

Aegis Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$142M
Total assets Near avg plan size
261
Participants Below avg headcount
94th
Percentile by assets National rank
$543,730
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aegis 401(k) Retirement Plan · Sponsored by Aegis Insurance Services, Inc. · New Jersey · Finance & Insurance

$142M in assets, 261 participants

Aegis Insurance Services, Inc.'s Aegis 401(k) Retirement Plan reported $142M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,405 in Finance & Insurance (9,261 peers)

Coverage in New Jersey

Aegis 401(k) Retirement Plan covers 261 participants in New Jersey, about 31% of the average New Jersey filer (state average ~844 per filing). Assets: $142M.

#8,405
in Finance & Insurance (9,261 peers)
-18.8%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aegis 401(k) Retirement Plan's outsized position by total assets

Aegis 401(k) Retirement Plan vs every filed plan by assets

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

$141,913,640 Top 6% higher than 94% 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

Aegis 401(k) Retirement 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. Aegis 401(k) Retirement Plan sits mid-pack in the medium band (261 participants).

Published 5500 schedule card

Filing strip 222466904 · Aegis Insurance Services, Inc. PY 2022 · 401(k)

Aegis 401(k) Retirement Plan · $142M · 261 · 94th

  • PHOTO $142M
  • IND 261
  • EOY 94th
  • 5500 401(k)
  • ASSETS near Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust
  • PCT ind #8405

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Aegis 401(k) Retirement Plan in the asset neighbourhood

Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & TrustBanner & Witcoff, Ltd. 401(k…$142MBarclay Damon LLP Profit Sharing and 401(k) PlanBarclay Damon LLP Profit Sha…$142MAegis 401(k) Retirement Plan$142MSpring Education Group 401(k) Retirement PlanSpring Education Group 401(k…$142MR.C. Willey Home Furnishings Combined Retirement Investment Savings PlanR.C. Willey Home Furnishings…$142M
End-of-year total assets ($M) among Aegis 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$175M
Net Assets (End of Year)$142M
Net Income-$33M
Employer EIN222466904
Plan Effective Date1983-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Aegis Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Aegis Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$208M 25.604447614229777% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $165M $208M ▲ +25.6%
Year Plans Participants Total Assets
2022 2 286 $165M
2023 2 292 $184M
2024 1 293 $208M

Nearby 401(k) Plans in New Jersey

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

Aegis 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Aegis 401(k) Retirement Plan, Total assets ($B): 0.14191364 · Participants: 261Aegis 401(k) Retirement 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
Aegis 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Aegis 401(k) Retirement Plan side-by-side with 3 peers →

Aegis 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust in IL ($142M); by covered participants it is Pioneer Holdings Profit Sharing Plan in KY (261 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Aegis 401(k) Retirement Plan assets move in 2022? ▼
Aegis 401(k) Retirement Plan declined sharply - down 18.8% during 2022, from $175M to $142M. Reported net income was -$33M.
How have Aegis Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aegis Insurance Services, Inc.'s sponsor-wide assets grew 25.6%, from $165M to $208M.
Where does Aegis 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Aegis 401(k) Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Aegis 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust in IL ($142M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Aegis 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Holdings Profit Sharing Plan in KY (261 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 222466904.

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.