Defined Benefit (Pension) · DOL Form 5500 · 2022

South Jersey Industries, Inc. Pension Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
97
Participants Small participant base
93rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. · Sponsored by South Jersey Industries, Inc. · New Jersey · Management of Enterprises

$113M in assets, 97 participants

South Jersey Industries, Inc.'s Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. reported $113M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #955 in Management of Enterprises (1,193 peers)

Where Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. sits by assets

Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. sits in the top 10% of all filed plans by assets, $113M for 97 participants (~$1.2M/participant), up 3.0% in 2022.

#955
in Management of Enterprises (1,193 peers)
+3.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.'s outsized position by total assets

Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. vs every filed plan by assets

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

$112,957,431 Top 7% higher than 93% 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

Retirement Plan for Bargaining Unit Employees of South Jersey Industries, 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. Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. is a small filing (97 participants) on this national headcount ladder.

DOL schedule card

Filing strip 221901645 · South Jersey Industries, Inc. PY 2022 · Defined Benefit (Pension)

Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. · $113M · 97 · 93rd

  • 5500 $113M
  • ASSETS 97
  • PCT 93rd
  • EIN Defined Benefit (Pension)
  • RANK near Northwest Bricklayers Pension Plan
  • PHOTO ind #955

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 Management of Enterprises retirement plans → · Plans in New Jersey →

Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. in the asset neighbourhood

Exelon Corporation Pension Plan for Bargaining Unit EmployeesExelon Corporation Pension P…$113MNorthwest Bricklayers Pension PlanNorthwest Bricklayers Pensio…$113MRetirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.Retirement Plan for Bargaini…$113MAmerican Postal Workers Union Officers' Qualified Retirement PlanAmerican Postal Workers Unio…$113MMiddle River Aerostructure Systems Salaried Pension PlanMiddle River Aerostructure S…$113M
End-of-year total assets ($M) among Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$112M
Net Income$3M
Employer EIN221901645
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Jersey Industries, Inc.)

Sponsor-wide plan assets over time

All South Jersey Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$535M 11.163945260975707% vs 2022
2024 filing year
$460M$480M$500M$520M$540M$560M 202220232024 $482M $535M ▲ +11.2%
Year Plans Participants Total Assets
2022 4 1,587 $482M
2023 4 1,559 $513M
2024 4 1,527 $535M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc., Total assets ($B): 0.112957431 · Participants: 97Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.Retirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. side-by-side with 3 peers →

Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Northwest Bricklayers Pension Plan in OR ($113M); by covered participants it is Corning Museum of Glass Pension Plan in NY (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. assets move in 2022? ▼
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. edged up modestly - up 3.0% during 2022, from $110M to $113M. Reported net income was $3M.
How have South Jersey Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Jersey Industries, Inc.'s sponsor-wide assets grew 11.2%, from $482M to $535M.
Where does Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. ranks in the 93rd 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Northwest Bricklayers Pension Plan in OR ($113M, 807 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Corning Museum of Glass Pension Plan in NY (97 participants, $21M 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 221901645.

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.