Defined Benefit (Pension) · DOL Form 5500 · 2023
Southern Indiana Gas & Electric Company Pension Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 62
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $636,565
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company · Sponsored by Southern Indiana Gas & Electric Company · Indiana · Utilities
$39M in assets, 62 participants
Southern Indiana Gas & Electric Company's Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company reported $39M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #347 in Utilities (721 peers)
Utilities sector rank
Within Utilities, Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company ranks #347 of 721 2023 filers by assets (1360% of the sector average)-$39M for 62 participants.
- #347
- in Utilities (721 peers)
- -4.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company's outsized position by total assets
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,467,000 Top 17% higher than 83% 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 Hourly Employees of Southern Indiana Gas & Electric Company among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company reported net income rose from -$11M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company reported participants fell from 68 in the plan year 2022 filing to 62 in the plan year 2023 filing.
- Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company end-of-year assets fell from $42M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 350672570 · Southern Indiana Gas & Electric Company PY 2023 · Defined Benefit (Pension)
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company · $39M · 62 · 83rd
- PCT $39M
- PCT 62
- PCT 83rd
- PCT Defined Benefit (Pension)
- PCT near The Seeing Eye, Inc. Pension Plan
- PCT ind #347
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 Indiana →
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$2M |
| Employer EIN | 350672570 |
| Plan Effective Date | 1944-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Indiana Gas & Electric Company)
Sponsor-wide plan assets over time
All Southern Indiana Gas & Electric Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 7.228915662650602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $42M |
| 2023 | 1 | 62 | $39M |
| 2024 | 1 | 57 | $39M |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.7B · 19,111
- Cummins Pension Plan $3.3B · 26,560
- Indiana Laborers Pension Fund $1.7B · 10,800
- Elevance Health Cash Balance Plan a $1.3B · 8,197
- Nisource Pension Plan $1.1B · 2,174
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is The Seeing Eye, Inc. Pension Plan in NJ ($39M); by covered participants it is Pension Plan B of the American College of Physicians, Inc. in PA (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- Pension Plan B of the American College of Physicians, Inc. (PA) 62 · 0 off
- Wec Energy Group Retirement Plan for Michigan Gas Utilities Corporation (WI) 62 · 0 off
- Fried, Frank, Harris, Shriver & Jacobson LLP Employees' Retirement Plan (NY) 62 · 0 off
- The Retirement Benefit Plan of Sc International Services, Inc. for Off, Mgmt & Spec, and Non-Mgt Non-Union Personnel (TX) 62 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.