Defined Benefit (Pension) · DOL Form 5500 · 2023
San Diego Gas & Electric Company Pension Plan
Data updated 2026-08-25
- $831M
- Total assets Above avg plan size
- 4,365
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $190,388
- Avg per participant Above avg balance/head
Official DOL plan name: San Diego Gas & Electric Company Cash Balance Plan · Sponsored by San Diego Gas & Electric Company · California · Utilities
$831M in assets, 4,365 participants
San Diego Gas & Electric Company's San Diego Gas & Electric Company Cash Balance Plan reported $831M in total assets and 4,365 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #631 in Utilities (721 peers)
Coverage in California
San Diego Gas & Electric Company Cash Balance Plan covers 4,365 participants in California, 6.9x the typical California plan (state average ~630 per filing). Assets: $831M.
- #631
- in Utilities (721 peers)
- +7.2%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
San Diego Gas & Electric Company Cash Balance Plan's outsized position by total assets
San Diego Gas & Electric Company Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$831,044,395 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
San Diego Gas & Electric Company Cash Balance Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Diego Gas & Electric Company Cash Balance Plan lands in the large band (4,365 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Diego Gas & Electric Company Cash Balance Plan reported net income rose from -$211M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- San Diego Gas & Electric Company Cash Balance Plan end-of-year assets rose from $775M in the plan year 2022 filing to $831M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951184800 · San Diego Gas & Electric Company PY 2023 · Defined Benefit (Pension)
San Diego Gas & Electric Company Cash Balance Plan · $831M · 4,365 · 98th
- PART $831M
- TYPE 4,365
- NET 98th
- BOOK Defined Benefit (Pension)
- VS-ST near Andersen Corporation Employees' Pension and Retirement Plan
- BOY ind #631
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 Utilities retirement plans → · Plans in California →
San Diego Gas & Electric Company Cash Balance Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $775M |
|---|---|
| Net Assets (End of Year) | $831M |
| Net Income | $58M |
| Employer EIN | 951184800 |
| Plan Effective Date | 1941-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego Gas & Electric Company)
Sponsor-wide plan assets over time
All San Diego Gas & Electric Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.0B 21.639268163256155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,214 | $2.4B |
| 2023 | 2 | 9,170 | $2.7B |
| 2024 | 2 | 9,465 | $3.0B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
San Diego Gas & Electric Company 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 Andersen Corporation Employees' Pension and Retirement Plan in MN ($833M); by covered participants it is Southwire Company Hourly Pension Plan in GA (4,370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($831M here).
- Andersen Corporation Employees' Pension and Retirement Plan (MN) $833M · 1,724
- Laborers Pension Trust Fund - Detroit and Vicinity (MI) $828M · 3,153
- Modern Woodmen of America Employees' Retirement Plan (IL) $828M · 1,003
- Keycorp Consolidated Cash Balance Plan (OH) $836M · 3,337
Similar participant headcount
Nearest other-state filings by covered participants (4,365 participants); asset peers above are excluded.
- Southwire Company Hourly Pension Plan (GA) 4,370 · 5 off
- Pension Plan for Pactiv Evergreen (IL) 4,379 · 14 off
- Thrivent Individual Pension Account Plan (MN) 4,384 · 19 off
- Non-Contributory Retirement Program for Certain Empl of Bcbssc (SC) 4,344 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.