Defined Benefit (Pension) · DOL Form 5500 · 2023
Semco Energy, Inc. Pension Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 158
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $904,540
- Avg per participant High balance/head
Official DOL plan name: Semco Energy, Inc. Non-Union Employees' Retirement Plan · Sponsored by Semco Energy, Inc. · Michigan · Utilities
$143M in assets, 158 participants
Semco Energy, Inc.'s Semco Energy, Inc. Non-Union Employees' Retirement Plan reported $143M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #482 in Utilities (721 peers)
Coverage in Michigan
Semco Energy, Inc. Non-Union Employees' Retirement Plan covers 158 participants in Michigan, about 25% of the average Michigan filer (state average ~638 per filing). Assets: $143M.
- #482
- in Utilities (721 peers)
- -10.0%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
Semco Energy, Inc. Non-Union Employees' Retirement Plan's outsized position by total assets
Semco Energy, Inc. Non-Union Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$142,917,348 Top 7% higher than 93% 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
Semco Energy, Inc. Non-Union Employees' Retirement 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. Semco Energy, Inc. Non-Union Employees' Retirement Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Semco Energy, Inc. Non-Union Employees' Retirement Plan reported net income rose from -$38M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Semco Energy, Inc. Non-Union Employees' Retirement Plan reported participants fell from 202 in the plan year 2022 filing to 158 in the plan year 2023 filing.
- Semco Energy, Inc. Non-Union Employees' Retirement Plan end-of-year assets fell from $159M in the plan year 2022 filing to $143M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 382144267 · Semco Energy, Inc. PY 2023 · Defined Benefit (Pension)
Semco Energy, Inc. Non-Union Employees' Retirement Plan · $143M · 158 · 93rd
- 5500 $143M
- 5500 158
- 5500 93rd
- 5500 Defined Benefit (Pension)
- 5500 near Northwest Permanente, P.C., Cash Balance Plan
- 5500 ind #482
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 Michigan →
Semco Energy, Inc. Non-Union Employees' Retirement Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $159M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $13M |
| Employer EIN | 382144267 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Semco Energy, Inc.)
Sponsor-wide plan assets over time
All Semco Energy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $234M 13.203879533498576% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 398 | $270M |
| 2023 | 3 | 244 | $220M |
| 2024 | 3 | 191 | $234M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Semco Energy, Inc. Non-Union Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Northwest Permanente, P.C., Cash Balance Plan in OR ($143M); by covered participants it is The Oswego Hospital Retirement Plan in NY (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- Northwest Permanente, P.C., Cash Balance Plan (OR) $143M · 1,118
- Buzzi Unicem USA Inc. Salaried Pension Plan (PA) $143M · 246
- Operating Engineers Local No 37 Pension Fund (MD) $143M · 745
- The Lozier Corporation Pension Plan and Trust (NE) $143M · 433
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.