Defined Benefit (Pension) · DOL Form 5500 · 2022
SEMPRA Pension Plan
Data updated 2026-08-25
- $210M
- Total assets Near avg plan size
- 680
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $308,853
- Avg per participant High balance/head
Official DOL plan name: Sempra Energy Cash Balance Plan · Sponsored by SEMPRA · California · Management of Enterprises
$210M in assets, 680 participants
SEMPRA's Sempra Energy Cash Balance Plan reported $210M in total assets and 680 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #1,016 in Management of Enterprises (1,193 peers)
Where Sempra Energy Cash Balance Plan sits by assets
Sempra Energy Cash Balance Plan sits in the top 5% of all filed plans by assets, $210M for 680 participants (~$308,853/participant), down 17.9% in 2022.
- #1,016
- in Management of Enterprises (1,193 peers)
- -17.9%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sempra Energy Cash Balance Plan's outsized position by total assets
Sempra Energy Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$210,020,147 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sempra Energy Cash Balance Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sempra Energy Cash Balance Plan sits mid-pack in the medium band (680 participants).
Form 5500 schedule snapshot
Filing strip 330732627 · SEMPRA PY 2022 · Defined Benefit (Pension)
Sempra Energy Cash Balance Plan · $210M · 680 · 96th
- PART $210M
- PART 680
- PART 96th
- PART Defined Benefit (Pension)
- PART near Tri-State Carpenters and Joiners Pension Trust Fund
- PART ind #1016
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 California →
Sempra Energy Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $256M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | -$44M |
| Employer EIN | 330732627 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SEMPRA)
Sponsor-wide plan assets over time
All SEMPRA plans reported in each filing year
- Latest sponsor-wide plan assets
- $738M 25.65018229630628% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,444 | $588M |
| 2023 | 2 | 1,580 | $670M |
| 2024 | 2 | 1,762 | $738M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Sempra Energy Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Tri-State Carpenters and Joiners Pension Trust Fund in TN ($210M); by covered participants it is Division a Pension Fund in NY (680 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($210M here).
- Tri-State Carpenters and Joiners Pension Trust Fund (TN) $210M · 2,188
- The Chambersburg Hospital Pension Plan for Union Represented Employees (PA) $210M · 1,099
- Pjm Interconnection, LLC Pension Plan (PA) $210M · 426
- Local 365 UAW Pension Fund (NJ) $210M · 7
Similar participant headcount
Nearest other-state filings by covered participants (680 participants); asset peers above are excluded.
- Division a Pension Fund (NY) 680 · 0 off
- Group Pension Plan for Employees of Central Mutual Insurance Company (OH) 680 · 0 off
- Iron Workers Mid-South Pension Fund (TX) 680 · 0 off
- Retirement Plan for Employees of S.C. Johnson & So (WI) 681 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.