401(k) · DOL Form 5500 · 2023

Aera Energy Services Company 401(k) Plan

Data updated 2026-08-11

$466M
Total assets
948
Participants
97th
Percentile by assets
$491,585
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$466M
total plan assets (2023 EOY)
948
covered participants
97th
percentile by assets (of 127,072 plans)
$491,585
avg assets per participant

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 →

Aera Energy Services Company Savings Plan vs the 2023 asset distribution

By assets, Aera Energy Services Company Savings Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.7x the national average plan size of $100M (721 average participants).

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)

$200M$400M$600M$800M$1,000M 202220232024 $819M $355M ▼ -56.6%
Total plan assets by year, all Aera Energy Services Company plans on file
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

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…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Aera Energy Services Company Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Aera Energy Services Company Savings Plan by total assets, not by location.

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).

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