Defined Benefit (Pension) · DOL Form 5500 · 2023
Aera Energy Services Company Pension Plan
Data updated 2026-08-11
- $424M
- Total assets
- 915
- Participants
- 97th
- Percentile by assets
- $463,179
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $424M
- total plan assets (2023 EOY)
- 915
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $463,179
- avg assets per participant
Where Aera Energy Services Company Cash Balance Plan sits 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
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.
Aera Energy Services Company Cash Balance Plan vs the 2023 asset distribution
By assets, Aera Energy Services Company Cash Balance Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Aera Energy Services Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Aera Energy Services Company Cash Balance Plan by total assets, not by location.
Frequently Asked Questions
How did Aera Energy Services Company Cash Balance Plan assets move in 2023? ▼
How have Aera Energy Services Company plan assets changed over time? ▼
Where does Aera Energy Services Company Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Aera Energy Services Company Cash Balance Plan? ▼
Next read for Aera Energy Services Company Cash Balanc…
Scale reading
Ways to act on Aera Energy Services Company Cash Balance Plan's numbers.
- By total assets, Aera Energy Services Company Cash Balance Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Aera Energy Services Company's sponsor-wide assets have declined 56.6% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans