Defined Benefit (Pension) · DOL Form 5500 · 2023
SEMPRA Pension Plan
Data updated 2026-08-11
- $227M
- Total assets
- 717
- Participants
- 95th
- Percentile by assets
- $317,140
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $227M
- total plan assets (2023 EOY)
- 717
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $317,140
- avg assets per participant
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.
Sempra Cash Balance Plan vs the 2023 asset distribution
By assets, Sempra Cash Balance Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $210M |
|---|---|
| Net Assets (End of Year) | $227M |
| Net Income | $15M |
| Employer EIN | 330732627 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SEMPRA)
| 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
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sempra Cash Balance Plan by total assets, not by location.
Frequently Asked Questions
How did Sempra Cash Balance Plan assets move in 2023? ▼
How have SEMPRA plan assets changed over time? ▼
Where does Sempra Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sempra Cash Balance Plan? ▼
Next read for Sempra Cash Balance Plan
Scale reading
Ways to act on Sempra Cash Balance Plan's numbers.
- By total assets, Sempra Cash Balance Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- SEMPRA's sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Management of Enterprises plans