Defined Benefit (Pension) · DOL Form 5500 · 2023

Everest Reinsurance Company Pension Plan

Data updated 2026-08-25

$308M
Total assets Above avg plan size
237
Participants Below avg headcount
96th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Everest Reinsurance Retirement Plan · Sponsored by Everest Reinsurance Company · New Jersey · Finance & Insurance

$308M in assets, 237 participants

Everest Reinsurance Company's Everest Reinsurance Retirement Plan reported $308M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,315 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Everest Reinsurance Retirement Plan covers 237 participants in New Jersey, about 28% of the average New Jersey filer (state average ~844 per filing). Assets: $308M.

#8,315
in Finance & Insurance (8,869 peers)
+8.3%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Everest Reinsurance Retirement Plan's outsized position by total assets

Everest Reinsurance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$308,269,845 Top 4% higher than 96% of 127,068 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 2023

Everest Reinsurance Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everest Reinsurance Retirement Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Everest Reinsurance Retirement Plan reported net income rose from -$92M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Everest Reinsurance Retirement Plan reported participants fell from 269 in the plan year 2022 filing to 237 in the plan year 2023 filing.
  • Everest Reinsurance Retirement Plan end-of-year assets rose from $285M in the plan year 2022 filing to $308M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222005057 · Everest Reinsurance Company PY 2023 · Defined Benefit (Pension)

Everest Reinsurance Retirement Plan · $308M · 237 · 96th

  • NET $308M
  • BOOK 237
  • VS-ST 96th
  • BOY Defined Benefit (Pension)
  • SCH near International Assoc of Heat and Frost Insulators Local 17 Pension Fund
  • EBSA ind #8315

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 →

Everest Reinsurance Retirement Plan in the asset neighbourhood

Northeast Georgia Health System, Inc. and Affiliated Companies Pension PlanNortheast Georgia Health Sys…$309MInternational Assoc of Heat and Frost Insulators Local 17 Pension FundInternational Assoc of Heat …$309MEverest Reinsurance Retirement PlanEverest Reinsurance Retireme…$308MPga Tour Employees Retirement PlanPga Tour Employees Retiremen…$307MCrawford & Company Retirement PlanCrawford & Company Retiremen…$307M
End-of-year total assets ($M) among Everest Reinsurance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$285M
Net Assets (End of Year)$308M
Net Income$24M
Employer EIN222005057
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everest Reinsurance Company)

Sponsor-wide plan assets over time

All Everest Reinsurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$803M 34.204771884680156% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $598M $803M ▲ +34.2%
Year Plans Participants Total Assets
2022 2 1,800 $598M
2023 2 2,056 $703M
2024 2 2,260 $803M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Everest Reinsurance Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Everest Reinsurance Retirement Plan, Total assets ($B): 0.308269845 · Participants: 237Everest Reinsurance Retirement PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Everest Reinsurance Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Everest Reinsurance Retirement Plan side-by-side with 3 peers →

Everest Reinsurance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is International Assoc of Heat and Frost Insulators Local 17 Pension Fund in IL ($309M); by covered participants it is Waupaca Foundry, Inc. Salaried Employees Pension Plan in WI (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Everest Reinsurance Retirement Plan assets move in 2023? ▼
Everest Reinsurance Retirement Plan grew at a solid clip - up 8.3% during 2023, from $285M to $308M. Reported net income was $24M.
How have Everest Reinsurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everest Reinsurance Company's sponsor-wide assets grew 34.2%, from $598M to $803M.
Where does Everest Reinsurance Retirement Plan rank by assets among Form 5500 filers? ▼
Everest Reinsurance Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Everest Reinsurance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Assoc of Heat and Frost Insulators Local 17 Pension Fund in IL ($309M, 723 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Everest Reinsurance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Waupaca Foundry, Inc. Salaried Employees Pension Plan in WI (237 participants, $97M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222005057.

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.