Defined Benefit (Pension) · DOL Form 5500 · 2023
Aera Energy Services Company Pension Plan
Data updated 2026-08-25
- $424M
- Total assets Above avg plan size
- 915
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $463,179
- Avg per participant High balance/head
Official DOL plan name: Aera Energy Services Company Cash Balance Plan · Sponsored by Aera Energy Services Company · California · Mining & Oil Extraction
$424M in assets, 915 participants
Aera Energy Services Company's Aera Energy Services Company Cash Balance Plan reported $424M in total assets and 915 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.
- #763 in Mining & Oil Extraction (811 peers)
Where Aera Energy Services Company Cash Balance Plan sits by assets
Aera Energy Services Company Cash Balance Plan sits in the top 5% of all filed plans by assets, $424M for 915 participants (~$463,179/participant), up 8.6% in 2023.
- #763
- in Mining & Oil Extraction (811 peers)
- +8.6%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Aera Energy Services Company Cash Balance Plan's outsized position by total assets
Aera Energy Services Company Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$423,809,033 Top 3% higher than 97% of 127,068 filed plans
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 Cash Balance 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 Cash Balance Plan sits mid-pack in the medium band (915 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aera Energy Services Company Cash Balance Plan reported net income rose from -$42M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Aera Energy Services Company Cash Balance Plan reported participants fell from 1,004 in the plan year 2022 filing to 915 in the plan year 2023 filing.
- Aera Energy Services Company Cash Balance Plan end-of-year assets rose from $390M in the plan year 2022 filing to $424M in the plan year 2023 filing.
DOL schedule card
Filing strip 770456453 · Aera Energy Services Company PY 2023 · Defined Benefit (Pension)
Aera Energy Services Company Cash Balance Plan · $424M · 915 · 97th
- RANK $424M
- PHOTO 915
- IND 97th
- EOY Defined Benefit (Pension)
- 5500 near Consolidated Nuclear Security Retirement Plan for Non-Bargaining Pantex Location Employees
- ASSETS ind #763
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 Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $390M |
|---|---|
| Net Assets (End of Year) | $365M |
| Net Income | $2M |
| Employer EIN | 770456453 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,038 | $819M |
| 2023 | 2 | 1,863 | $890M |
| 2024 | 2 | 1,630 | $355M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Aera Energy Services Company Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Consolidated Nuclear Security Retirement Plan for Non-Bargaining Pantex Location Employees in TN ($424M); by covered participants it is Truman Medical Centers Cash Balance Retirement Plan in MO (911 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($424M here).
Similar participant headcount
Nearest other-state filings by covered participants (915 participants); asset peers above are excluded.
- Truman Medical Centers Cash Balance Retirement Plan (MO) 911 · 4 off
- Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 (AZ) 919 · 4 off
- Mcasf Local 725 Pension Plan (FL) 920 · 5 off
- Salaried Employee Pension Plan for Kapl Employees and Retirees (PA) 909 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.