Defined Benefit (Pension) · DOL Form 5500 · 2023

South Jersey Industries, Inc. Pension Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size: 208
Participants Below avg headcount: 89th
Percentile by assets National rank: $355,399
Avg per participant High balance/head

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Official DOL plan name: South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees · Sponsored by South Jersey Industries, Inc. · New Jersey · Management of Enterprises

$74M in assets, 208 participants

South Jersey Industries, Inc.'s South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees reported $74M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

#828 in Management of Enterprises (1,137 peers)

Coverage in New Jersey

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees covers 208 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $74M.

#828
in Management of Enterprises (1,137 peers): +0.8%
assets growth YoY: 0.7×
vs typical plan assets (national mean)

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees's outsized position by total assets

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees vs every filed plan by assets

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

$73,922,937 Top 11% higher than 89% 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

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees 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. South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees sits mid-pack in the medium band (208 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees reported net income rose from -$30M in the plan year 2022 filing to $625K in the plan year 2023 filing.
South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees reported participants fell from 224 in the plan year 2022 filing to 208 in the plan year 2023 filing.
South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees end-of-year assets rose from $73M in the plan year 2022 filing to $74M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221901645 · South Jersey Industries, Inc. PY 2023 · Defined Benefit (Pension)

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees · $74M · 208 · 89th

RANK $74M
RANK 208
RANK 89th
RANK Defined Benefit (Pension)
RANK near New-Indy Catawba, LLC Pension Plan
RANK ind #828

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 Management of Enterprises retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)	$73M
Net Assets (End of Year)	$74M
Net Income	$625K
Employer EIN	221901645
Plan Effective Date	2018-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (South Jersey Industries, Inc.)

Latest sponsor-wide plan assets: $535M 11.163945260975707% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	4	1,587	$482M
2023	4	1,559	$513M
2024	4	1,527	$535M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Retirement Plan of Johnson and Johnson $21.2B · 37,749
JPMorgan Chase Retirement Plan $16.3B · 90,644
Nokia Retirement Income Plan $13.9B · 7,492
The Prudential Merged Retirement Plan $12.2B · 16,230
Verizon Pension Plan for Associates $10.9B · 23,778

Compare South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees side-by-side with 3 peers →

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is New-Indy Catawba, LLC Pension Plan in CA ($74M); by covered participants it is Southwestern Energy Company Pension Plan in TX (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

New-Indy Catawba, LLC Pension Plan (CA) $74M · 225
Floyd Healthcare Management, Inc. Retirement Plan (GA) $74M · 354
Electricians Pension Plan, IBEW 995 (LA) $74M · 443
The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan (OH) $74M · 616

Similar participant headcount

Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.

Southwestern Energy Company Pension Plan (TX) 208 · 0 off
Retirement Income Plan for Employees of the Kws Seeds Group (MN) 208 · 0 off
Pentair Pump Group, Inc. Bargaining Unit Employees Pension Plan (MN) 208 · 0 off
Major League Baseball Pension Plan for Non-Uniformed Personnel (TX) 208 · 0 off

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 South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees assets move in 2023? ▼

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees held essentially flat - up 0.8% during 2023, from $73M to $74M. Reported net income was $625K.

How have South Jersey Industries, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), South Jersey Industries, Inc.'s sponsor-wide assets grew 11.2%, from $482M to $535M.

Where does South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees rank by assets among Form 5500 filers? ▼

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is New-Indy Catawba, LLC Pension Plan in CA ($74M, 225 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwestern Energy Company Pension Plan in TX (208 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 221901645.