401(k) · DOL Form 5500 · 2023

Aera Energy Services Company 401(k) Plan

Data updated 2026-08-25

$466M
Total assets Above avg plan size
948
Participants Near avg headcount
97th
Percentile by assets National rank
$491,585
Avg per participant High balance/head
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Official DOL plan name: Aera Energy Services Company Savings Plan · Sponsored by Aera Energy Services Company · California · Mining & Oil Extraction

$466M in assets, 948 participants

Aera Energy Services Company's Aera Energy Services Company Savings Plan reported $466M in total assets and 948 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #769 in Mining & Oil Extraction (811 peers)

Where Aera Energy Services Company Savings Plan sits by assets

Aera Energy Services Company Savings Plan sits in the top 5% of all filed plans by assets, $466M for 948 participants (~$491,585/participant), up 8.8% in 2023.

#769
in Mining & Oil Extraction (811 peers)
+8.8%
assets growth YoY
4.7×
vs typical plan assets (national mean)

Aera Energy Services Company Savings Plan's outsized position by total assets

Aera Energy Services Company Savings Plan vs every filed plan by assets

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

$466,022,460 Top 3% higher than 97% 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

Aera Energy Services Company Savings 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. Aera Energy Services Company Savings Plan sits mid-pack in the medium band (948 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aera Energy Services Company Savings Plan reported net income rose from -$151M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Aera Energy Services Company Savings Plan end-of-year assets rose from $428M in the plan year 2022 filing to $466M in the plan year 2023 filing.
  • Aera Energy Services Company Savings Plan reported participants fell from 1,034 in the plan year 2022 filing to 948 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770456453 · Aera Energy Services Company PY 2023 · 401(k)

Aera Energy Services Company Savings Plan · $466M · 948 · 97th

  • SCH $466M
  • SCH 948
  • SCH 97th
  • SCH 401(k)
  • SCH near Tag the Aspen Group 401(k) Plan
  • SCH ind #769

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 Mining & Oil Extraction retirement plans → · Plans in California →

Aera Energy Services Company Savings Plan in the asset neighbourhood

Hawaiian Airlines, Inc. 401(k) Savings PlanHawaiian Airlines, Inc. 401(…$467MUofl Health 401(k) Plan$466MTag the Aspen Group 401(k) PlanTag the Aspen Group 401(k) P…$466MAera Energy Services Company Savings PlanAera Energy Services Company…$466MSchindler Elevator Corporation Savings and Investment PlanSchindler Elevator Corporati…$465M
End-of-year total assets ($M) among Aera Energy Services Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$428M
Net Assets (End of Year)$466M
Net Income$38M
Employer EIN770456453
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aera Energy Services Company)

Sponsor-wide plan assets over time

All Aera Energy Services Company plans reported in each filing year

Latest sponsor-wide plan assets
$355M 56.596852656794496% vs 2022
2024 filing year
$200M$400M$600M$800M$1,000M 202220232024 $819M $355M ▼ -56.6%
Year Plans Participants Total Assets
2022 2 2,038 $819M
2023 2 1,863 $890M
2024 2 1,630 $355M

Nearby 401(k) Plans in California

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

Aera Energy Services Company Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aera Energy Services Company Savings Plan, Total assets ($B): 0.46602246 · Participants: 948Aera Energy Services Company Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Aera Energy Services Company Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aera Energy Services Company Savings Plan side-by-side with 3 peers →

Aera Energy Services Company Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tag the Aspen Group 401(k) Plan in NY ($466M); by covered participants it is Stockx LLC 401(k) Plan in MI (948 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($466M here).

Similar participant headcount

Nearest other-state filings by covered participants (948 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 Aera Energy Services Company Savings Plan assets move in 2023? ▼
Aera Energy Services Company Savings Plan grew at a solid clip - up 8.8% during 2023, from $428M to $466M. Reported net income was $38M.
How have Aera Energy Services Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aera Energy Services Company's sponsor-wide assets declined 56.6%, from $819M to $355M.
Where does Aera Energy Services Company Savings Plan rank by assets among Form 5500 filers? ▼
Aera Energy Services Company Savings Plan ranks in the 97th 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 401(k) plans are similar in size to Aera Energy Services Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tag the Aspen Group 401(k) Plan in NY ($466M, 20,569 participants).
Which 401(k) plans cover a similar participant headcount to Aera Energy Services Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stockx LLC 401(k) Plan in MI (948 participants, $43M 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 770456453.

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.