Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by South Jersey Industries, Inc. Β· New Jersey Β· Management of Enterprises

What the 2023 filing shows

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees holds $75M for 196 participants - about $380,728 per participant, up 0.9% over the 2024 plan year.

$75M
total plan assets (2024 EOY)
196
covered participants
$380,728
avg assets per participant
+0.9%
assets growth YoY
Total Assets (2023)
$75M
Participants
196
State
Industry
Management of Enterprises

What the Filing Says About South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees

South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees is a Defined Benefit (Pension) retirement plan sponsored by South Jersey Industries, Inc., headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $75M in total end-of-year assets and covers 196 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 221901645, and the plan has been effective since 2018-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $74M at the beginning of 2024 to $75M at year-end β€” a gain of 0.9%. Net assets (after liabilities) closed the year at $75M, with reported net income of $723K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$74M
Total Assets (End of Year)$75M
Net Assets (End of Year)$75M
Net Income$723K
Plan TypeDefined Benefit (Pension)
Employer EIN221901645
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Jersey Industries, Inc.)

Year Plans Participants Total Assets
2022 4 1,587 $482M
2023 4 1,559 $513M
2024 2 1,426 $320M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees?
As of the 2024 Form 5500 filing, South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees holds $75M in total assets with 196 participants. It is sponsored by South Jersey Industries, Inc..
What type of plan is South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees?
South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees is a Defined Benefit (Pension) plan. It has been effective since 2018-07-01. The plan is filed with the U.S. Department of Labor under EIN 221901645.
Who sponsors the South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees?
South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees is sponsored by South Jersey Industries, Inc., located in New Jersey. The sponsor's EIN is 221901645 and the plan operates in the Management of Enterprises industry.
How did South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees perform in 2024?
South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees grew by 0.9% during 2024, moving from $74M to $75M in total assets. Net income was $723K.
Where can I find official filings for South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees?
Official Form 5500 filings for South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221901645 or plan name at efast.dol.gov.
How does South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees compare to other plans?
You can compare South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 221901645.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.