My Plan Facts

Employers › New Jersey

Employer · plans filed under one EIN

Everest Reinsurance Company

Warren, NJ · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$885Mnet assets across plans
3,390participant records2,190 active
$29.7Memployer contributions, latest plan years$13,580 per active record
$825KSchedule C compensation to organisations$243.38 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Everest Reinsurance Company's employer identification number (Warren, New Jersey). Their latest filings total 3,390 participant records and $885M in net assets.

The largest is Everest Reinsurance Employee Savings Plan, a 401(k) plan with 2,693 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $29.7M and participant contributions $29.2M in the latest plan years; benefits paid were $81.6M. Schedule C compensation reported to service provider organisations totalled $825K.

Combined net assets moved from $166M in 2009 to $553M in 2025 (up 232%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Everest Reinsurance Employee Savings Plan401(k) plan20252,693$553M$205,365$14,862$408K
Everest Reinsurance Retirement Plandefined benefit pension plan2024697$332M$476,802—$417K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $166M2010: $193M2011: $182M2012: $215M2013: $278M2014: $302M2015: $320M2016: $347M2017: $497M2018: $468M2019: $548M2020: $659M2021: $738M2022: $598M2023: $703M2024: $803M2025: $553M$166M$803M$553M200920122016202020242025
Combined net assets
2009: 1,7892010: 1,8452011: 1,8602012: 2,0282013: 2,0972014: 2,1562015: 2,2412016: 2,0212017: 2,2152018: 2,3002019: 2,4292020: 2,5472021: 2,7402022: 3,0252023: 3,2282024: 3,2822025: 2,6931,7893,2822,693200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202512,693$553M$29.7M$29.2M
202423,282$803M$27.8M$28.4M
202323,228$703M$23.3M$25.2M
202223,025$598M$19.1M$20.8M
202122,740$738M$16.0M$18.3M
202022,547$659M$13.5M$16.0M
201922,429$548M$11.2M$13.8M
201822,300$468M$8.4M$12.2M
201722,215$497M$84.1M$10.8M
201622,021$347M$15.9M$10.0M
201522,241$320M$35.3M$9.2M
201422,156$302M$4.6M$8.4M
201322,097$278M$23.8M$7.6M
201222,028$215M$3.2M$7.1M
201121,860$182M$2.0M$5.9M
201021,845$193M$1.6M$5.6M
200921,789$166M$6.8M$5.5M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Empower Annuity Insurance CompanyContract Administrator1$398,530
Empower Advisory Group, LLCInvestment management1$190,626
Empower Annuity Insurance Company O—1$108,910
Morgan StanleyInvestment advisory (plan)1$75,000
Ellenoff Grossman & Schole LLP—1$33,088
Ellen Grossman & Schole LLP—1$18,598
Qdro Consultants Company, LLCConsulting (general)1$300

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Empower Annuity Insurance Company$399K
Empower Advisory Group, LLC$191K
Empower Annuity Insurance Company O$109K
Morgan Stanley$75K
Ellenoff Grossman & Schole LLP$33K
Ellen Grossman & Schole LLP$19K
Qdro Consultants Company, LLC$300

Questions and answers

How many retirement plans does Everest Reinsurance Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Everest Reinsurance Employee Savings Plan and Everest Reinsurance Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Everest Reinsurance Company contribute to its plans?

$29,739,238 in employer contributions across these plans in their latest plan years, about $13,580 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Empower Annuity Insurance Company, Empower Advisory Group, LLC, Empower Annuity Insurance Company O and Morgan Stanley and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.