Defined Benefit (Pension) · DOL Form 5500 · 2023
South Jersey Industries, Inc. Pension Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 82
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. · Sponsored by South Jersey Industries, Inc. · New Jersey · Management of Enterprises
$127M in assets, 82 participants
South Jersey Industries, Inc.'s Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. reported $127M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #896 in Management of Enterprises (1,137 peers)
Where Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. sits by assets
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. sits in the top 10% of all filed plans by assets, $127M for 82 participants (~$1.5M/participant), up 12.4% in 2023.
- #896
- in Management of Enterprises (1,137 peers)
- +12.4%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.'s outsized position by total assets
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$126,934,450 Top 7% higher than 93% 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
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, 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. Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. reported net income rose from $3M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. reported participants fell from 97 in the plan year 2022 filing to 82 in the plan year 2023 filing.
- Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. end-of-year assets rose from $113M in the plan year 2022 filing to $127M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 221901645 · South Jersey Industries, Inc. PY 2023 · Defined Benefit (Pension)
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. · $127M · 82 · 93rd
- TYPE $127M
- NET 82
- BOOK 93rd
- VS-ST Defined Benefit (Pension)
- BOY near Woodside Energy USA Services Inc. Retirement Income Plan
- SCH ind #896
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 →
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $14M |
| Employer EIN | 221901645 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Jersey Industries, Inc.)
Sponsor-wide plan assets over time
All South Jersey Industries, Inc. plans reported in each filing year
- 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.
- 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
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Woodside Energy USA Services Inc. Retirement Income Plan in TX ($127M); by covered participants it is Great Plains Communications LLC & Adopting Affiliates Employees' Pension Plan in NE (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
Similar participant headcount
Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.
- Great Plains Communications LLC & Adopting Affiliates Employees' Pension Plan (NE) 82 · 0 off
- Pension Plan for Hourly Employees of Timber Products Co and Affiliates (OR) 82 · 0 off
- Air Force Federal Credit Union Retirement Plan and Trust (TX) 82 · 0 off
- The San Diego Union-Tribune LLC Retirement Plan (CA) 82 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.