Defined Benefit (Pension) · DOL Form 5500 · 2023

San Diego Gas & Electric Company Pension Plan

Data updated 2026-08-11

$831M
Total assets
4,365
Participants
98th
Percentile by assets
$190,388
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$831M
total plan assets (2023 EOY)
4,365
covered participants
98th
percentile by assets (of 127,072 plans)
$190,388
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. San Diego Gas & Electric Company Cash Balance Plan reports 4,365 participants - 6.9x that state average ($831M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$775M
Net Assets (End of Year)$831M
Net Income$58M
Employer EIN951184800
Plan Effective Date1941-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Gas & Electric Company)

$2.2B$2.4B$2.6B$2.8B$3B$3.2B 202220232024 $2.44B $2.97B ▲ +21.7%
Total plan assets by year, all San Diego Gas & Electric Company plans on file
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.

San Diego Gas & Electric Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

San Diego Gas & Electric Company 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 San Diego Gas & Elec…Kaiser Permanente Re…Pacific Gas and Elec…Pacific Gas and Elec…Retirement Plan for …Disney Salaried Pens…
San Diego Gas & Electric Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to San Diego Gas & Electric Company Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did San Diego Gas & Electric Company Cash Balance Plan assets move in 2023?
San Diego Gas & Electric Company Cash Balance Plan grew at a solid clip - up 7.2% during 2023, from $775M to $831M. Reported net income was $58M.
How have San Diego Gas & Electric Company plan assets changed over time?
Across 3 plan years on file (2022-2024), San Diego Gas & Electric Company's sponsor-wide assets grew 21.6%, from $2.4B to $3.0B.
Where does San Diego Gas & Electric Company Cash Balance Plan rank by assets among Form 5500 filers?
San Diego Gas & Electric Company Cash Balance Plan ranks in the 98th 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 San Diego Gas & Electric Company Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Andersen Corporation Employees' Pension and Retirement Plan in MN ($833M, 1,724 participants).

Next read for San Diego Gas & Electric Company Cash Ba…

Filing takeaways

Ways to act on San Diego Gas & Electric Company Cash Balance Plan's numbers.

  • By total assets, San Diego Gas & Electric Company 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
  • San Diego Gas & Electric Company's sponsor-wide assets have grown 21.6% since 2022 across 3 plan years on file. More Utilities plans