Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

This Defined Benefit (Pension) plan holds $2.5B in total assets and serves 9,939 participants as of 2022. It is sponsored by PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED in New Jersey. The plan reported a net loss of $957M for the year.

Total Assets (2023)
$2.5B
Participants
9,939
State
Industry
Management of Enterprises

What the Filing Says About PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II

PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II is a Defined Benefit (Pension) retirement plan sponsored by PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $2.5B in total end-of-year assets and covers 9,939 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 222625848, and the plan has been effective since 2019-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.5B at the beginning of 2022 to $2.5B at year-end — a decline of 29.3%. Net assets (after liabilities) closed the year at $2.5B, with reported net income of $-957,394,036 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3.5B
Total Assets (End of Year)$2.5B
Net Assets (End of Year)$2.5B
Net Income$-957,394,036
Plan TypeDefined Benefit (Pension)
Employer EIN222625848
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED)

Year Plans Participants Total Assets
2022 4 21,128 $9.1B
2023 4 21,001 $8.7B
2024 2 10,454 $4.5B

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II?
As of the 2022 Form 5500 filing, PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II holds $2.5B in total assets with 9,939 participants. It is sponsored by PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED.
What type of plan is PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II?
PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II is a Defined Benefit (Pension) plan. It has been effective since 2019-07-01. The plan is filed with the U.S. Department of Labor under EIN 222625848.
Who sponsors the PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II?
PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II is sponsored by PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED, located in New Jersey. The sponsor's EIN is 222625848 and the plan operates in the Management of Enterprises industry.
How did PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II perform in 2022?
PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II declined by 29.3% during 2022, moving from $3.5B to $2.5B in total assets. Net income was $-957,394,036.
Where can I find official filings for PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II?
Official Form 5500 filings for PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222625848 or plan name at efast.dol.gov.
How does PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II compare to other plans?
You can compare PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 222625848.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.