Defined Benefit (Pension) · DOL Form 5500 · 2023

Aegis Insurance Services, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
20
Participants Small participant base
49th
Percentile by assets National rank
$323,026
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Aegis Insurance Services, Inc. · Sponsored by Aegis Insurance Services, Inc. · New Jersey · Finance & Insurance

$6M in assets, 20 participants

Aegis Insurance Services, Inc.'s Pension Plan for Employees of Aegis Insurance Services, Inc. reported $6M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,128 in Finance & Insurance (8,869 peers)

Aegis Insurance Services, Inc. multi-year trail

Aegis Insurance Services, Inc.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Pension Plan for Employees of Aegis Insurance Services, Inc. at $6M / 20 participants.

#3,128
in Finance & Insurance (8,869 peers)
-72.5%
assets change YoY

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of Aegis Insurance Services, Inc.'s mid-pack asset rank among Finance & Insurance and all filers

Pension Plan for Employees of Aegis Insurance Services, Inc. vs every filed plan by assets

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

$6,460,524 49th percentile higher than 49% 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

Pension Plan for Employees of Aegis Insurance Services, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Aegis Insurance Services, Inc. is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Aegis Insurance Services, Inc. reported net income fell from -$5M in the plan year 2022 filing to -$17M in the plan year 2023 filing.
  • Pension Plan for Employees of Aegis Insurance Services, Inc. end-of-year assets fell from $24M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pension Plan for Employees of Aegis Insurance Services, Inc. reported participants fell from 25 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222466904 · Aegis Insurance Services, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Aegis Insurance Services, Inc. · $6M · 20 · 49th

  • VS-ST $6M
  • BOY 20
  • SCH 49th
  • EBSA Defined Benefit (Pension)
  • PART near The Ohio Art Company Employees' Retirement Income Plan
  • TYPE ind #3128

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 →

Pension Plan for Employees of Aegis Insurance Services, Inc. in the asset neighbourhood

Basf Agricultural Products De Puerto Rico Employees' Retirement PlanBasf Agricultural Products D…$6MPension Plan for Employees of Aegis Insurance Services, Inc.Pension Plan for Employees o…$6MThe Ohio Art Company Employees' Retirement Income PlanThe Ohio Art Company Employe…$6MHecht, Kleeger & Damashek, P.C. Defined Benefit PlanHecht, Kleeger & Damashek, P…$6MDanros, Inc. Defined Benefit Pension PlanDanros, Inc. Defined Benefit…$6M
End-of-year total assets ($M) among Pension Plan for Employees of Aegis Insurance Services, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Aegis Insurance Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aegis Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$208M 25.604447614229777% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $165M $208M ▲ +25.6%
Year Plans Participants Total Assets
2022 2 286 $165M
2023 2 292 $184M
2024 1 293 $208M

Aegis Insurance Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)N/A
Net Income-$17M
Employer EIN222466904
Plan Effective Date1983-10-15
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Pension Plan for Employees of Aegis Insurance Services, Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pension Plan for Employees of Aegis Insurance Services, Inc., Total assets ($B): 0.006460524 · Participants: 20Pension Plan for Employees of Aegis Insurance Services, Inc.Retirement 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
Pension Plan for Employees of Aegis Insurance Services, Inc. vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Pension Plan for Employees of Aegis Insurance Services, Inc. side-by-side with 3 peers →

Pension Plan for Employees of Aegis Insurance Services, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is The Ohio Art Company Employees' Retirement Income Plan in OH ($6M); by covered participants it is Dedert Corporation Employees' Pension Plan in IL (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Pension Plan for Employees of Aegis Insurance Services, Inc. assets move in 2023? ▼
Pension Plan for Employees of Aegis Insurance Services, Inc. contracted severely - down 72.5% during 2023, from $24M to $6M. Reported net income was -$17M.
How have Aegis Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aegis Insurance Services, Inc.'s sponsor-wide assets grew 25.6%, from $165M to $208M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Aegis Insurance Services, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Ohio Art Company Employees' Retirement Income Plan in OH ($6M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Aegis Insurance Services, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dedert Corporation Employees' Pension Plan in IL (20 participants, N/A 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 222466904.

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.