Money Purchase · DOL Form 5500 · 2022

Semmes, Bowen & Semmes Money Purchase Plan

Data updated 2026-08-11

$29M
Total assets
104
Participants
82nd
Percentile by assets
$274,692
Avg per participant
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Official DOL plan name: Semmes, Bowen & Semmes Pension Plan · Sponsored by Semmes, Bowen & Semmes · Maryland · Professional & Technical Services

$29M in assets, 104 participants

Semmes, Bowen & Semmes's Semmes, Bowen & Semmes Pension Plan reported $29M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 139,126 plans)
  • #17,841 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

Semmes, Bowen & Semmes Pension Plan covers 104 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $29M.

$29M
total plan assets (2022 EOY)
104
covered participants
82nd
percentile by assets (of 139,126 plans)
$274,692
avg assets per participant

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Semmes, Bowen & Semmes Pension Plan reports 104 participants - about 11% of that state average ($29M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$29M
Net Income-$9M
Employer EIN521955555
Plan Effective Date1969-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Semmes, Bowen & Semmes)

$41M$42M$43M$44M 202220232024 $41.3M $42.9M ▲ +3.9%
Total plan assets by year, all Semmes, Bowen & Semmes plans on file
Year Plans Participants Total Assets
2022 2 243 $41M
2023 2 247 $43M
2024 2 272 $43M

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Semmes, Bowen & Semmes Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants

Semmes, Bowen & Semmes Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Semmes, Bowen & Semm…National Electrical …The Johns Hopkins Un…Meba Pension Trust-M…Seafarers Money Purc…Defined Contribution…
Semmes, Bowen & Semmes Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Semmes, Bowen & Semmes Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Semmes, Bowen & Semmes Pension Plan assets move in 2022?
Semmes, Bowen & Semmes Pension Plan declined sharply - down 23.2% during 2022, from $37M to $29M. Reported net income was -$9M.
How have Semmes, Bowen & Semmes plan assets changed over time?
Across 3 plan years on file (2022-2024), Semmes, Bowen & Semmes's sponsor-wide assets grew 3.9%, from $41M to $43M.
Where does Semmes, Bowen & Semmes Pension Plan rank by assets among Form 5500 filers?
Semmes, Bowen & Semmes Pension Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Semmes, Bowen & Semmes Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Pmc Employee Retirement Plan in TN ($29M, 18 participants).

Filing takeaways

Ways to act on Semmes, Bowen & Semmes Pension Plan's numbers.