Defined Benefit (Pension) · DOL Form 5500 · 2022

Siemens Energy, Inc. Pension Plan

Data updated 2026-08-25

$559M
Total assets Above avg plan size
2,956
Participants Above avg headcount
98th
Percentile by assets National rank
$189,100
Avg per participant Above avg balance/head
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Official DOL plan name: Siemens Energy, Inc. Pension Plan · Sponsored by Siemens Energy, Inc. · Florida · Utilities

$559M in assets, 2,956 participants

Siemens Energy, Inc.'s Siemens Energy, Inc. Pension Plan reported $559M in total assets and 2,956 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #624 in Utilities (738 peers)

Coverage in Florida

Siemens Energy, Inc. Pension Plan covers 2,956 participants in Florida, 4.7x the typical Florida plan (state average ~628 per filing). Assets: $559M.

#624
in Utilities (738 peers)
-24.7%
assets change YoY
5.6×
vs typical plan assets (national mean)

The plan reported a net loss of $172M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$558,979,793 Top 2% higher than 98% 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. Pension 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. Pension Plan lands in the large band (2,956 participants).

DOL schedule card

Filing strip 133987280 · Siemens Energy, Inc. PY 2022 · Defined Benefit (Pension)

Siemens Energy, Inc. Pension Plan · $559M · 2,956 · 98th

  • IND $559M
  • EOY 2,956
  • 5500 98th
  • ASSETS Defined Benefit (Pension)
  • PCT near Brown-Forman Corporation Salaried Employees Retirement Plan
  • EIN ind #624

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. Pension Plan in the asset neighbourhood

Structural Iw Local #1 Pension PlanStructural Iw Local #1 Pensi…$560MTeledyne Technologies Incorporated Pension PlanTeledyne Technologies Incorp…$560MBrown-Forman Corporation Salaried Employees Retirement PlanBrown-Forman Corporation Sal…$560MSiemens Energy, Inc. Pension PlanSiemens Energy, Inc. Pension…$559MArconic Corp. Pension Plan B$557M
End-of-year total assets ($M) among Siemens Energy, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$743M
Net Assets (End of Year)$554M
Net Income-$172M
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 Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Siemens Energy, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02468 Total assets ($B) Participants Siemens Energy, Inc. Pension Plan, Total assets ($B): 0.558979793 · Participants: 2956Siemens Energy, Inc. Pension PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Siemens Energy, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Siemens Energy, Inc. Pension Plan side-by-side with 3 peers →

Siemens Energy, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Brown-Forman Corporation Salaried Employees Retirement Plan in KY ($560M); by covered participants it is Local 282 Pension Trust Fund in NY (2,958 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($559M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,956 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. Pension Plan assets move in 2022? ▼
Siemens Energy, Inc. Pension Plan declined sharply - down 24.7% during 2022, from $743M to $559M. Reported net income was -$172M.
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. Pension Plan rank by assets among Form 5500 filers? ▼
Siemens Energy, Inc. Pension Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Siemens Energy, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Brown-Forman Corporation Salaried Employees Retirement Plan in KY ($560M, 1,262 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Siemens Energy, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 282 Pension Trust Fund in NY (2,958 participants, $1.1B 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.