Defined Benefit (Pension) · DOL Form 5500 · 2022
SEMPRA Pension Plan
Data updated 2026-08-11
- $210M
- Total assets
- 680
- Participants
- 96th
- Percentile by assets
- $308,853
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $210M
- total plan assets (2022 EOY)
- 680
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $308,853
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Sempra Energy Cash Balance Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Sempra Energy Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sempra Energy Cash Balance Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sempra Energy Cash Balance Plan assets move in 2022? ▼
How have SEMPRA plan assets changed over time? ▼
Where does Sempra Energy Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sempra Energy Cash Balance Plan? ▼
Next read for Sempra Energy Cash Balance Plan
Scale reading
Ways to act on Sempra Energy Cash Balance Plan's numbers.
- By total assets, Sempra Energy Cash Balance Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- SEMPRA's sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Management of Enterprises plans