Defined Benefit (Pension) · DOL Form 5500 · 2023
Service Employees Intl Union Pension Plan
Data updated 2026-08-25
- $339M
- Total assets Above avg plan size
- 3,044
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $111,484
- Avg per participant Below avg balance/head
Official DOL plan name: Pension Plan for Employees of the Service Employee Int'l Union · Sponsored by Service Employees Intl Union · District of Columbia · Other Services
$339M in assets, 3,044 participants
Service Employees Intl Union's Pension Plan for Employees of the Service Employee Int'l Union reported $339M in total assets and 3,044 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #7,789 in Other Services (7,857 peers)
Coverage in District of Columbia
Pension Plan for Employees of the Service Employee Int'l Union covers 3,044 participants in District of Columbia, 2.1x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $339M.
- #7,789
- in Other Services (7,857 peers)
- +9.5%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Pension Plan for Employees of the Service Employee Int'l Union's outsized position by total assets
Pension Plan for Employees of the Service Employee Int'l Union vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$339,358,287 Top 4% higher than 96% 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
Pension Plan for Employees of the Service Employee Int'l Union'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. Pension Plan for Employees of the Service Employee Int'l Union lands in the large band (3,044 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for Employees of the Service Employee Int'l Union reported net income rose from -$51M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Pension Plan for Employees of the Service Employee Int'l Union end-of-year assets rose from $310M in the plan year 2022 filing to $339M in the plan year 2023 filing.
- Pension Plan for Employees of the Service Employee Int'l Union reported participants fell from 3,063 in the plan year 2022 filing to 3,044 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 360852885 · Service Employees Intl Union PY 2023 · Defined Benefit (Pension)
Pension Plan for Employees of the Service Employee Int'l Union · $339M · 3,044 · 96th
- BOOK $339M
- BOOK 3,044
- BOOK 96th
- BOOK Defined Benefit (Pension)
- BOOK near Raley's Pension Plan
- BOOK ind #7789
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 Other Services retirement plans → · Plans in District of Columbia →
Pension Plan for Employees of the Service Employee Int'l Union in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $310M |
|---|---|
| Net Assets (End of Year) | $339M |
| Net Income | $29M |
| Employer EIN | 360852885 |
| Plan Effective Date | 1950-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Service Employees Intl Union)
Sponsor-wide plan assets over time
All Service Employees Intl Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $535M 25.260884200860534% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,436 | $427M |
| 2023 | 3 | 4,437 | $482M |
| 2024 | 3 | 4,559 | $535M |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
Pension Plan for Employees of the Service Employee Int'l Union's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Raley's Pension Plan in CA ($340M); by covered participants it is Blue Cross and Blue Shield of Minnesota Pension Plan in MN (3,045 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($339M here).
- Raley's Pension Plan (CA) $340M · 500
- Volvo Group North America Retirement Plan (NC) $340M · 3,735
- Jones Day Pension Plan (OH) $340M · 516
- Owens Corning Merged Retirement Plan (OH) $341M · 2,725
Similar participant headcount
Nearest other-state filings by covered participants (3,044 participants); asset peers above are excluded.
- Blue Cross and Blue Shield of Minnesota Pension Plan (MN) 3,045 · 1 off
- Georgia-Pacific LLC Salaried Pension Plan (GA) 3,040 · 4 off
- Pension Fund United Scenic Artists Local 829 (NJ) 3,050 · 6 off
- IBEW Local 1249 Pension Plan (NY) 3,036 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.