Defined Benefit (Pension) · DOL Form 5500 · 2024
South Jersey Industries, Inc. Pension Plan
Data updated 2026-08-25
- $125M
- Total assets Near avg plan size
- 71
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $1.8M
- 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
$125M in assets, 71 participants
South Jersey Industries, Inc.'s Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. reported $125M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #893 in Management of Enterprises (1,133 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, $125M for 71 participants (~$1.8M/participant), down 1.6% in 2024.
- #893
- in Management of Enterprises (1,133 peers)
- -1.6%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$124,903,516 Top 8% higher than 92% 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
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. among smaller filed plans by headcount
Plan-year 2024 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 (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. reported net income fell from $14M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. reported participants fell from 82 in the plan year 2023 filing to 71 in the plan year 2024 filing.
- Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. end-of-year assets fell from $127M in the plan year 2023 filing to $125M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 221901645 · South Jersey Industries, Inc. PY 2024 · Defined Benefit (Pension)
Retirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc. · $125M · 71 · 92nd
- NET $125M
- NET 71
- NET 92nd
- NET Defined Benefit (Pension)
- NET near Beer Industry - Local Union No. 703 Pension Fund
- NET ind #893
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 (2024)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | -$2M |
| 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 $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
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 Beer Industry - Local Union No. 703 Pension Fund in IL ($125M); by covered participants it is The Retirement Plan of Dime Bank in CT (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($125M here).
- Beer Industry - Local Union No. 703 Pension Fund (IL) $125M · 681
- Nbt Bancorp Inc. Defined Benefit Pension Plan (NY) $125M · 1,814
- The Gates Group Retirement Plan (CO) $125M · 168
- Dresser, LLC Consolidated Salaried Retirement Plan (TX) $125M · 47
Similar participant headcount
Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.
- The Retirement Plan of Dime Bank (CT) 71 · 0 off
- Corvac Composites, LLC Portable Pension Plan (MI) 71 · 0 off
- Group Retirement Income Plan No. 7 (IL) 71 · 0 off
- Novelis Fairmont Hourly Pension Plan (GA) 71 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.