Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Pjm Interconnection, LLC Pension Plan

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

Sponsored by Pjm Interconnection, LLC · Pennsylvania · Utilities

What the 2023 filing shows

Pjm Interconnection, LLC Pension Plan holds $234M for 391 participants — about $597,830 per participant, up 11.1% over the 2023 plan year.

$234M
total plan assets (2023 EOY)
391
covered participants
$597,830
avg assets per participant
+11.1%
assets growth YoY
Total Assets (2023)
$234M
Participants
391
State
Industry
Utilities

What the Filing Says About Pjm Interconnection, LLC Pension Plan

Pjm Interconnection, LLC Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Pjm Interconnection, LLC, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $234M in total end-of-year assets and covers 391 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 232896884, and the plan has been effective since 1993-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $210M at the beginning of 2023 to $234M at year-end — a gain of 11.1%. Net assets (after liabilities) closed the year at $234M, with reported net income of $23M 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)$210M
Total Assets (End of Year)$234M
Net Assets (End of Year)$234M
Net Income$23M
Plan TypeDefined Benefit (Pension)
Employer EIN232896884
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pjm Interconnection, LLC)

Year Plans Participants Total Assets
2022 2 1,206 $544M
2023 2 1,185 $648M
2024 2 1,210 $728M

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Frequently Asked Questions

How much money is in the Pjm Interconnection, LLC Pension Plan?
As of the 2023 Form 5500 filing, Pjm Interconnection, LLC Pension Plan holds $234M in total assets with 391 participants. It is sponsored by Pjm Interconnection, LLC.
What type of plan is Pjm Interconnection, LLC Pension Plan?
Pjm Interconnection, LLC Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1993-07-01. The plan is filed with the U.S. Department of Labor under EIN 232896884.
Who sponsors the Pjm Interconnection, LLC Pension Plan?
Pjm Interconnection, LLC Pension Plan is sponsored by Pjm Interconnection, LLC, located in Pennsylvania. The sponsor's EIN is 232896884 and the plan operates in the Utilities industry.
How did Pjm Interconnection, LLC Pension Plan perform in 2023?
Pjm Interconnection, LLC Pension Plan grew by 11.1% during 2023, moving from $210M to $234M in total assets. Net income was $23M.
Where can I find official filings for Pjm Interconnection, LLC Pension Plan?
Official Form 5500 filings for Pjm Interconnection, LLC Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232896884 or plan name at efast.dol.gov.
How does Pjm Interconnection, LLC Pension Plan compare to other plans?
You can compare Pjm Interconnection, LLC Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 232896884.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.