Defined Benefit (Pension) · DOL Form 5500 · 2022
Aegis Insurance Services, Inc. Pension Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $940,208
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees of Aegis Insurance Services, Inc. · Sponsored by Aegis Insurance Services, Inc. · New Jersey · Finance & Insurance
$24M in assets, 25 participants
Aegis Insurance Services, Inc.'s Pension Plan for Employees of Aegis Insurance Services, Inc. reported $24M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #6,223 in Finance & Insurance (9,261 peers)
Where Pension Plan for Employees of Aegis Insurance Services, Inc. sits by assets
Pension Plan for Employees of Aegis Insurance Services, Inc. sits in the top quartile of all filed plans by assets, $24M for 25 participants (~$940,208/participant), down 16.8% in 2022.
- #6,223
- in Finance & Insurance (9,261 peers)
- -16.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Employees of Aegis Insurance Services, Inc.'s outsized position by total assets
Pension Plan for Employees of Aegis Insurance Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,505,203 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pension Plan for Employees of Aegis Insurance Services, Inc. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Aegis Insurance Services, Inc. is a small filing (25 participants) on this national headcount ladder.
DOL schedule card
Filing strip 222466904 · Aegis Insurance Services, Inc. PY 2022 · Defined Benefit (Pension)
Pension Plan for Employees of Aegis Insurance Services, Inc. · $24M · 25 · 80th
- BOY $24M
- BOY 25
- BOY 80th
- BOY Defined Benefit (Pension)
- BOY near Pension Plan for Salaried Employees of Timber Products Company & Affiliates
- BOY ind #6223
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 →
Pension Plan for Employees of Aegis Insurance Services, Inc. in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$5M |
| Employer EIN | 222466904 |
| Plan Effective Date | 1983-10-15 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 286 | $165M |
| 2023 | 2 | 292 | $184M |
| 2024 | 1 | 293 | $208M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
Pension Plan for Employees of Aegis Insurance Services, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Pension Plan for Salaried Employees of Timber Products Company & Affiliates in OR ($23M); by covered participants it is Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in NC (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 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.