Money Purchase · DOL Form 5500 · 2022

Semmes, Bowen & Semmes Money Purchase Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
104
Participants Small participant base
82nd
Percentile by assets National rank
$274,692
Avg per participant High balance/head
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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.

  • #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.

#17,841
in Professional & Technical Services (21,562 peers)
-23.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Semmes, Bowen & Semmes Pension Plan's outsized position by total assets

Semmes, Bowen & Semmes Pension Plan vs every filed plan by assets

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

$28,567,973 Top 18% higher than 82% 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

Semmes, Bowen & Semmes Pension 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. Semmes, Bowen & Semmes Pension Plan sits mid-pack in the medium band (104 participants).

DOL schedule card

Filing strip 521955555 · Semmes, Bowen & Semmes PY 2022 · Money Purchase

Semmes, Bowen & Semmes Pension Plan · $29M · 104 · 82nd

  • SCH $29M
  • EBSA 104
  • PART 82nd
  • TYPE Money Purchase
  • NET near Pmc Employee Retirement Plan
  • BOOK ind #17841

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Semmes, Bowen & Semmes Pension Plan in the asset neighbourhood

Mmc Holding of Brooklyn Inc Money Purchase Pension PlanMmc Holding of Brooklyn Inc …$29MPmc Employee Retirement Plan$29MSemmes, Bowen & Semmes Pension PlanSemmes, Bowen & Semmes Pensi…$29MPlumbers, Pipefitters, and Apprentices Local No. 112 Annuity FundPlumbers, Pipefitters, and A…$28MLansing Local 826 Glazier's Restated Money Purchas E Pension TrustLansing Local 826 Glazier's …$28M
End-of-year total assets ($M) among Semmes, Bowen & Semmes Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Semmes, Bowen & Semmes plans reported in each filing year

Latest sponsor-wide plan assets
$43M 3.9496609676950643% vs 2022
2024 filing year
$41M$42M$43M$44M 202220232024 $41.3M $42.9M ▲ +3.9%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Semmes, Bowen & Semmes Pension Plan, Total assets ($B): 0.028567973 · Participants: 104Semmes, Bowen & Semmes Pension PlanNational Electrical Annuity Plan, Total assets ($B): 13.78381311 · Participants: 80049National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.510684695 · Participants: 8647The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.230023951 · Participants: 2945Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.147720152 · Participants: 7557Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.118148768 · Participants: 279Defined Contribution Plan for the Employees of the American Institute of Physics
Semmes, Bowen & Semmes Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare Semmes, Bowen & Semmes Pension Plan side-by-side with 3 peers →

Semmes, Bowen & Semmes Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Pmc Employee Retirement Plan in TN ($29M); by covered participants it is Northfield Care Center Inc. Retirement Plan in MN (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 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).
Which Money Purchase plans cover a similar participant headcount to Semmes, Bowen & Semmes Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northfield Care Center Inc. Retirement Plan in MN (104 participants, $2M 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 521955555.

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.