401(k) · DOL Form 5500 · 2022
Aegis Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $142M
- Total assets
- 261
- Participants
- 94th
- Percentile by assets
- $543,730
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $142M
- total plan assets (2022 EOY)
- 261
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $543,730
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Aegis 401(k) Retirement Plan reports 261 participants - about 31% of that state average ($142M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $175M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | -$33M |
| Employer EIN | 222466904 |
| Plan Effective Date | 1983-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aegis Insurance Services, Inc.)
| 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
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Aegis 401(k) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Aegis 401(k) Retirement Plan assets move in 2022? ▼
How have Aegis Insurance Services, Inc. plan assets changed over time? ▼
Where does Aegis 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Aegis 401(k) Retirement Plan? ▼
Next read for Aegis 401(k) Retirement Plan
Filing takeaways
Ways to act on Aegis 401(k) Retirement Plan's numbers.
- By total assets, Aegis 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Aegis Insurance Services, Inc.'s sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Finance & Insurance plans