Defined Benefit (Pension) · DOL Form 5500 · 2024
Aera Energy Services Company Pension Plan
Data updated 2026-08-25
- $355M
- Total assets Above avg plan size
- 790
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $449,719
- Avg per participant High balance/head
Official DOL plan name: Aera Energy Services Company Cash Balance Plan · Sponsored by Aera Energy Services Company · California · Mining & Oil Extraction
$355M in assets, 790 participants
Aera Energy Services Company's Aera Energy Services Company Cash Balance Plan reported $355M in total assets and 790 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #727 in Mining & Oil Extraction (785 peers)
Where Aera Energy Services Company Cash Balance Plan sits by assets
Aera Energy Services Company Cash Balance Plan sits in the top 5% of all filed plans by assets, $355M for 790 participants (~$449,719/participant), down 16.2% in 2024.
- #727
- in Mining & Oil Extraction (785 peers)
- -16.2%
- assets change YoY
- 3.6×
- vs typical plan assets (national mean)
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.
Aera Energy Services Company Cash Balance Plan's outsized position by total assets
Aera Energy Services Company Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$355,277,927 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Aera Energy Services Company Cash Balance 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. Aera Energy Services Company Cash Balance Plan sits mid-pack in the medium band (790 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aera Energy Services Company Cash Balance Plan reported net income fell from $2M in the plan year 2023 filing to -$17M in the plan year 2024 filing.
- Aera Energy Services Company Cash Balance Plan end-of-year assets fell from $424M in the plan year 2023 filing to $355M in the plan year 2024 filing.
- Aera Energy Services Company Cash Balance Plan reported participants fell from 915 in the plan year 2023 filing to 790 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 770456453 · Aera Energy Services Company PY 2024 · Defined Benefit (Pension)
Aera Energy Services Company Cash Balance Plan · $355M · 790 · 96th
- IND $355M
- IND 790
- IND 96th
- IND Defined Benefit (Pension)
- IND near Scripps/Journal Pension Plan
- IND ind #727
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 Mining & Oil Extraction retirement plans → · Plans in California →
Aera Energy Services Company Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $424M |
|---|---|
| Net Assets (End of Year) | $348M |
| Net Income | -$17M |
| Employer EIN | 770456453 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aera Energy Services Company)
Sponsor-wide plan assets over time
All Aera Energy Services Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $355M 56.596852656794496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,038 | $819M |
| 2023 | 2 | 1,863 | $890M |
| 2024 | 2 | 1,630 | $355M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Aera Energy Services Company Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Scripps/Journal Pension Plan in OH ($355M); by covered participants it is Kansas Construction Trades Open End Pension Trust Fund in KS (790 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($355M here).
- Scripps/Journal Pension Plan (OH) $355M · 397
- International Union of Operating Engineers Local 14-14b Pension Fd (NY) $356M · 826
- Baker Hughes Company Pension Plan (TX) $356M · 4,861
- Omaha Construction Industry Pension Plan (NE) $356M · 1,402
Similar participant headcount
Nearest other-state filings by covered participants (790 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.