Defined Benefit (Pension) · DOL Form 5500 · 2023

Si Group, Inc. Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
142
Participants Small participant base
76th
Percentile by assets National rank
$166,622
Avg per participant Above avg balance/head
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Official DOL plan name: The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina · Sponsored by Si Group, Inc. · Texas · Manufacturing

$24M in assets, 142 participants

Si Group, Inc.'s The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina reported $24M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,401 in Manufacturing (18,722 peers)

Coverage in Texas

The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina covers 142 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $24M.

#12,401
in Manufacturing (18,722 peers)
-0.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $216K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina's outsized position by total assets

The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,660,282 Top 24% higher than 76% of 127,068 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 2023

The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina reported net income rose from -$7M in the plan year 2022 filing to -$216K in the plan year 2023 filing.
  • The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina reported participants fell from 151 in the plan year 2022 filing to 142 in the plan year 2023 filing.
  • The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina end-of-year assets fell from $24M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141041790 · Si Group, Inc. PY 2023 · Defined Benefit (Pension)

The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina · $24M · 142 · 76th

  • TYPE $24M
  • TYPE 142
  • TYPE 76th
  • TYPE Defined Benefit (Pension)
  • TYPE near Retirement Plan for Salaried Employees of New York City Ballet, Inc.
  • TYPE ind #12401

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 Manufacturing retirement plans → · Plans in Texas →

The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina in the asset neighbourhood

Cemex De Puerto Rico, Inc. Employees' Pension PlanCemex De Puerto Rico, Inc. E…$24MLyons National Bank Pension Plan as a Member of the New York State Bankers Retirement SystemLyons National Bank Pension …$24MCalgon Carbon Corporation Retirement Plan for Salaried EmployeesCalgon Carbon Corporation Re…$24MThe Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South CarolinaThe Si Group, Inc. Pension P…$24MRetirement Plan for Salaried Employees of New York City Ballet, Inc.Retirement Plan for Salaried…$24M
End-of-year total assets ($M) among The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income-$216K
Employer EIN141041790
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Si Group, Inc.)

Sponsor-wide plan assets over time

All Si Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$511M 11.786909613364891% vs 2022
2024 filing year
$440M$460M$480M$500M$520M 202220232024 $457M $511M ▲ +11.8%
Year Plans Participants Total Assets
2022 3 1,168 $457M
2023 3 1,159 $510M
2024 3 1,089 $511M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina, Total assets ($B): 0.023660282 · Participants: 142The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South CarolinaAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina side-by-side with 3 peers →

The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Salaried Employees of New York City Ballet, Inc. in NY ($24M); by covered participants it is Willamette Falls Hospital Pension Plan in WA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina assets move in 2023? ▼
The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina held essentially flat - down 0.9% during 2023, from $24M to $24M. Reported net income was -$216K.
How have Si Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Si Group, Inc.'s sponsor-wide assets grew 11.8%, from $457M to $511M.
Where does The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina rank by assets among Form 5500 filers? ▼
The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Salaried Employees of New York City Ballet, Inc. in NY ($24M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Willamette Falls Hospital Pension Plan in WA (142 participants, $45M in assets).

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 141041790.

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.