Money Purchase · DOL Form 5500 · 2023
Semmes, Bowen & Semmes Money Purchase Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 103
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $284,294
- Avg per participant High balance/head
Official DOL plan name: Semmes, Bowen & Semmes Pension Plan · Sponsored by Semmes, Bowen & Semmes · Maryland · Professional & Technical Services
$29M in assets, 103 participants
Semmes, Bowen & Semmes's Semmes, Bowen & Semmes Pension Plan reported $29M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #16,121 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Semmes, Bowen & Semmes Pension Plan covers 103 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $29M.
- #16,121
- in Professional & Technical Services (20,321 peers)
- +2.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Semmes, Bowen & Semmes Pension Plan's outsized position by total assets
Semmes, Bowen & Semmes Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,282,289 Top 21% higher than 79% 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
Semmes, Bowen & Semmes Pension 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. Semmes, Bowen & Semmes Pension Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Semmes, Bowen & Semmes Pension Plan reported net income rose from -$9M in the plan year 2022 filing to $714K in the plan year 2023 filing.
- Semmes, Bowen & Semmes Pension Plan end-of-year assets rose from $29M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 521955555 · Semmes, Bowen & Semmes PY 2023 · Money Purchase
Semmes, Bowen & Semmes Pension Plan · $29M · 103 · 79th
- NET $29M
- NET 103
- NET 79th
- NET Money Purchase
- NET near California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan
- NET ind #16121
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Semmes, Bowen & Semmes Pension Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $714K |
| Employer EIN | 521955555 |
| Plan Effective Date | 1969-02-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Semmes, Bowen & Semmes)
Sponsor-wide plan assets over time
All Semmes, Bowen & Semmes plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 3.9496609676950643% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 243 | $41M |
| 2023 | 2 | 247 | $43M |
| 2024 | 2 | 272 | $43M |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $15.8B · 84,425
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.7B · 7,852
- Meba Pension Trust-Money Purchase Benefit Plan $270M · 2,948
- Seafarers Money Purchase Pension Plan $155M · 7,644
- Defined Contribution Plan for the Employees of the American Institute of Physics $131M · 230
Semmes, Bowen & Semmes Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan in CA ($29M); by covered participants it is Missouri Hospital Association Employees Pension Plan in MO (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan (CA) $29M · 127
- Museum of Science Retirement Plan (MA) $29M · 259
- Pax Machine Works, Inc. Pension Plan & Trust (OH) $29M · 203
- Inland Refrigeration and Air Conditioning Retirement Trust Fund (CA) $29M · 181
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- Missouri Hospital Association Employees Pension Plan (MO) 103 · 0 off
- Retail Wholesale and Department Store Union Staff Retirement Plan (NY) 103 · 0 off
- Abilene Teachers Federal Credit Union Money Purchase Plan and Trust (TX) 103 · 0 off
- Cement Masons Local Union No. 111 Pension Fund (NY) 103 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.