Defined Benefit (Pension) · DOL Form 5500 · 2023

SEMPRA Pension Plan

Data updated 2026-08-25

$227M
Total assets Near avg plan size
717
Participants Below avg headcount
95th
Percentile by assets National rank
$317,140
Avg per participant High balance/head
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Official DOL plan name: Sempra Cash Balance Plan · Sponsored by SEMPRA · California · Management of Enterprises

$227M in assets, 717 participants

SEMPRA's Sempra Cash Balance Plan reported $227M in total assets and 717 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #955 in Management of Enterprises (1,137 peers)

Where Sempra Cash Balance Plan sits by assets

Sempra Cash Balance Plan sits in the top 5% of all filed plans by assets, $227M for 717 participants (~$317,140/participant), up 8.3% in 2023.

#955
in Management of Enterprises (1,137 peers)
+8.3%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Sempra Cash Balance Plan's outsized position by total assets

Sempra Cash Balance Plan vs every filed plan by assets

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

$227,389,541 Top 5% higher than 95% 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

Sempra Cash Balance Plan 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. Sempra Cash Balance Plan sits mid-pack in the medium band (717 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sempra Cash Balance Plan reported net income rose from -$44M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Sempra Cash Balance Plan end-of-year assets rose from $210M in the plan year 2022 filing to $227M in the plan year 2023 filing.
  • Sempra Cash Balance Plan reported participants rose from 680 in the plan year 2022 filing to 717 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330732627 · SEMPRA PY 2023 · Defined Benefit (Pension)

Sempra Cash Balance Plan · $227M · 717 · 95th

  • BOY $227M
  • BOY 717
  • BOY 95th
  • BOY Defined Benefit (Pension)
  • BOY near Johnson Matthey Inc. Amended and Restated Salaried Employees Pension Plan
  • BOY ind #955

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 Management of Enterprises retirement plans → · Plans in California →

Sempra Cash Balance Plan in the asset neighbourhood

I.B.E.W. Pacific Coast Pension FundI.B.E.W. Pacific Coast Pensi…$228MSempra Cash Balance Plan$227MJohnson Matthey Inc. Amended and Restated Salaried Employees Pension PlanJohnson Matthey Inc. Amended…$227MBerry Global, Inc. Defined Benefit Pension PlanBerry Global, Inc. Defined B…$227MNevada Resort Association Iatse Local 720 Retirement PlanNevada Resort Association Ia…$227M
End-of-year total assets ($M) among Sempra Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$210M
Net Assets (End of Year)$227M
Net Income$15M
Employer EIN330732627
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SEMPRA)

Sponsor-wide plan assets over time

All SEMPRA plans reported in each filing year

Latest sponsor-wide plan assets
$738M 25.65018229630628% vs 2022
2024 filing year
$550M$600M$650M$700M$750M$800M 202220232024 $588M $738M ▲ +25.7%
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 Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sempra Cash Balance Plan, Total assets ($B): 0.227389541 · Participants: 717Sempra Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Sempra Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sempra Cash Balance Plan side-by-side with 3 peers →

Sempra Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Johnson Matthey Inc. Amended and Restated Salaried Employees Pension Plan in PA ($227M); by covered participants it is Metropolitan Opera Association Retirement Plan in NY (717 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (717 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 Sempra Cash Balance Plan assets move in 2023? ▼
Sempra Cash Balance Plan grew at a solid clip - up 8.3% during 2023, from $210M to $227M. Reported net income was $15M.
How have SEMPRA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SEMPRA's sponsor-wide assets grew 25.7%, from $588M to $738M.
Where does Sempra Cash Balance Plan rank by assets among Form 5500 filers? ▼
Sempra Cash Balance Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sempra Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Johnson Matthey Inc. Amended and Restated Salaried Employees Pension Plan in PA ($227M, 482 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sempra Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Metropolitan Opera Association Retirement Plan in NY (717 participants, $265M 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 330732627.

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.