401(k) · DOL Form 5500 · 2024

Aegis Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$208M
Total assets Near avg plan size
293
Participants Below avg headcount
94th
Percentile by assets National rank
$709,124
Avg per participant High balance/head
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Official DOL plan name: Aegis 401(k) Retirement Plan · Sponsored by Aegis Insurance Services, Inc. · New Jersey · Finance & Insurance

$208M in assets, 293 participants

Aegis Insurance Services, Inc.'s Aegis 401(k) Retirement Plan reported $208M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,783 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

Aegis 401(k) Retirement Plan covers 293 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $208M.

#7,783
in Finance & Insurance (8,549 peers)
+16.9%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Aegis 401(k) Retirement Plan's outsized position by total assets

Aegis 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$207,773,424 Top 6% higher than 94% of 123,620 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 2024

Aegis 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aegis 401(k) Retirement Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aegis 401(k) Retirement Plan end-of-year assets rose from $178M in the plan year 2023 filing to $208M in the plan year 2024 filing.
  • Aegis 401(k) Retirement Plan reported participants rose from 272 in the plan year 2023 filing to 293 in the plan year 2024 filing.
  • Aegis 401(k) Retirement Plan reported net income rose from $30M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222466904 · Aegis Insurance Services, Inc. PY 2024 · 401(k)

Aegis 401(k) Retirement Plan · $208M · 293 · 94th

  • 5500 $208M
  • 5500 293
  • 5500 94th
  • 5500 401(k)
  • 5500 near Merrick & Company 401(k) and ESOP
  • 5500 ind #7783

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 →

Aegis 401(k) Retirement Plan in the asset neighbourhood

Sonos, Inc. 401(k) Plan$208MTax-Favored Savings Program$208MMerrick & Company 401(k) and ESOPMerrick & Company 401(k) and…$208MAegis 401(k) Retirement Plan$208MThe Kadant Inc. 401(k) Retirement Savings PlanThe Kadant Inc. 401(k) Retir…$208M
End-of-year total assets ($M) among Aegis 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$208M
Net Income$30M
Employer EIN222466904
Plan Effective Date1983-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Aegis Insurance Services, Inc.)

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

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Aegis 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Aegis 401(k) Retirement Plan, Total assets ($B): 0.207773424 · Participants: 293Aegis 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Aegis 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Aegis 401(k) Retirement Plan side-by-side with 3 peers →

Aegis 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Merrick & Company 401(k) and ESOP in CO ($208M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($208M here).

Similar participant headcount

Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aegis 401(k) Retirement Plan assets move in 2024? ▼
Aegis 401(k) Retirement Plan grew sharply - up 16.9% during 2024, from $178M to $208M. Reported net income was $30M.
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.
Where does Aegis 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Aegis 401(k) Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Aegis 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merrick & Company 401(k) and ESOP in CO ($208M, 962 participants).
Which 401(k) plans cover a similar participant headcount to Aegis 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants, $11M in assets).

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) - 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.