401(k) · DOL Form 5500 · 2022

Siemens Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$3.1B
Total assets Very large vs avg
9,556
Participants Very large workforce
100th
Percentile by assets National rank
$325,383
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Siemens Energy, Inc. Savings Plan · Sponsored by Siemens Energy, Inc. · Florida · Utilities

$3.1B in assets, 9,556 participants

Siemens Energy, Inc.'s Siemens Energy, Inc. Savings Plan reported $3.1B in total assets and 9,556 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • #705 in Utilities (738 peers)

Coverage in Florida

Siemens Energy, Inc. Savings Plan covers 9,556 participants in Florida, 15x the typical Florida plan (state average ~628 per filing). Assets: $3.1B.

#705
in Utilities (738 peers)
-16.4%
assets change YoY
31×
vs typical plan assets (national mean)

The plan reported a net loss of $606M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Siemens Energy, Inc. Savings Plan's outsized position by total assets

Siemens Energy, Inc. Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,109,363,137 Highest reported value at or above every one of 139,123 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 2022

Siemens Energy, Inc. Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Siemens Energy, Inc. Savings Plan lands in the large band (9,556 participants).

Published 5500 schedule card

Filing strip 133987280 · Siemens Energy, Inc. PY 2022 · 401(k)

Siemens Energy, Inc. Savings Plan · $3.1B · 9,556 · 100th

  • SCH $3.1B
  • EBSA 9,556
  • PART 100th
  • TYPE 401(k)
  • NET near The Interpublic Group of Companies, Inc. Savings Plan
  • BOOK ind #705

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 Utilities retirement plans → · Plans in Florida →

Siemens Energy, Inc. Savings Plan in the asset neighbourhood

Mufg Bank Ltd. 401(k) Plan$3.1BSiemens Energy, Inc. Savings PlanSiemens Energy, Inc. Savings…$3.1BThe Interpublic Group of Companies, Inc. Savings PlanThe Interpublic Group of Com…$3.1BFifth Third Bancorp 401(k) Savings PlanFifth Third Bancorp 401(k) S…$3.1BCrh Americas 401(k) Plan$3.1B
End-of-year total assets ($B) among Siemens Energy, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3.7B
Net Assets (End of Year)$3.1B
Net Income-$606M
Employer EIN133987280
Plan Effective Date2020-09-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Siemens Energy, Inc.)

Sponsor-wide plan assets over time

All Siemens Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.5B 22.377438142076862% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B 202220232024 $3.67B $4.49B ▲ +22.3%
Year Plans Participants Total Assets
2022 2 12,512 $3.7B
2023 2 12,398 $4.1B
2024 2 13,029 $4.5B

Nearby 401(k) Plans in Florida

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

Siemens Energy, Inc. Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 051015 Total assets ($B) Participants Siemens Energy, Inc. Savings Plan, Total assets ($B): 3.109363137 · Participants: 9556Siemens Energy, Inc. Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Siemens Energy, Inc. Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Siemens Energy, Inc. Savings Plan side-by-side with 3 peers →

Scale composition for Siemens Energy, Inc. Savings Plan

Siemens Energy, Inc. Savings Plan reports $3.1B in end-of-year assets across 9,556 participants (0.025% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $325,383 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2022 was -$606M.

This plan identity (EIN 133987280, plan #021) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.1B to $4.0B (+27.3%) while covered participants moved from 9,556 to 10,564 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,556 $3.1B This page
2023 9,777 $3.5B Open filing
2024 · index core 10,564 $4.0B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Siemens Energy, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Interpublic Group of Companies, Inc. Savings Plan in NY ($3.1B); by covered participants it is Trugreen Profit Sharing and Retirement Plan in TN (9,562 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (9,556 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Siemens Energy, Inc. Savings Plan assets move in 2022? ▼
Siemens Energy, Inc. Savings Plan declined sharply - down 16.4% during 2022, from $3.7B to $3.1B. Reported net income was -$606M.
How have Siemens Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siemens Energy, Inc.'s sponsor-wide assets grew 22.4%, from $3.7B to $4.5B.
Where does Siemens Energy, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Siemens Energy, Inc. Savings Plan ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Siemens Energy, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Interpublic Group of Companies, Inc. Savings Plan in NY ($3.1B, 23,759 participants).
Which 401(k) plans cover a similar participant headcount to Siemens Energy, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trugreen Profit Sharing and Retirement Plan in TN (9,562 participants, $371M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133987280.

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.