Defined Benefit (Pension) · DOL Form 5500 · 2023

Si Group, Inc. Pension Plan

Data updated 2026-08-25

$306M
Total assets Above avg plan size
108
Participants Small participant base
96th
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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Official DOL plan name: Employees Retirement Plan of Si Group, Inc. · Sponsored by Si Group, Inc. · Texas · Manufacturing

$306M in assets, 108 participants

Si Group, Inc.'s Employees Retirement Plan of Si Group, Inc. reported $306M in total assets and 108 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.

  • #17,588 in Manufacturing (18,722 peers)

Coverage in Texas

Employees Retirement Plan of Si Group, Inc. covers 108 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $306M.

#17,588
in Manufacturing (18,722 peers)
+9.1%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Employees Retirement Plan of Si Group, Inc.'s outsized position by total assets

Employees Retirement Plan of Si Group, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$306,497,292 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Employees Retirement Plan of Si Group, Inc. 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. Employees Retirement Plan of Si Group, Inc. sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees Retirement Plan of Si Group, Inc. reported net income rose from -$22M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Employees Retirement Plan of Si Group, Inc. reported participants fell from 126 in the plan year 2022 filing to 108 in the plan year 2023 filing.
  • Employees Retirement Plan of Si Group, Inc. end-of-year assets rose from $281M in the plan year 2022 filing to $306M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141041790 · Si Group, Inc. PY 2023 · Defined Benefit (Pension)

Employees Retirement Plan of Si Group, Inc. · $306M · 108 · 96th

  • SCH $306M
  • EBSA 108
  • PART 96th
  • TYPE Defined Benefit (Pension)
  • NET near Bronson Healthcare Retirement Plan
  • BOOK ind #17588

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 Manufacturing retirement plans → · Plans in Texas →

Employees Retirement Plan of Si Group, Inc. in the asset neighbourhood

Pga Tour Employees Retirement PlanPga Tour Employees Retiremen…$307MCrawford & Company Retirement PlanCrawford & Company Retiremen…$307MEmployees Retirement Plan of Si Group, Inc.Employees Retirement Plan of…$306MBronson Healthcare Retirement PlanBronson Healthcare Retiremen…$306MNissan Employee Retirement Plan BNissan Employee Retirement P…$306M
End-of-year total assets ($M) among Employees Retirement Plan of Si Group, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$281M
Net Assets (End of Year)$302M
Net Income$21M
Employer EIN141041790
Plan Effective Date1953-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Si Group, Inc.)

Sponsor-wide plan assets over time

All Si Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$511M 11.786909613364891% vs 2022
2024 filing year
$440M$460M$480M$500M$520M 202220232024 $457M $511M ▲ +11.8%
Year Plans Participants Total Assets
2022 3 1,168 $457M
2023 3 1,159 $510M
2024 3 1,089 $511M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employees Retirement Plan of Si Group, Inc. vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Employees Retirement Plan of Si Group, Inc., Total assets ($B): 0.306497292 · Participants: 108Employees Retirement Plan of Si Group, Inc.AT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Employees Retirement Plan of Si Group, Inc. vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Employees Retirement Plan of Si Group, Inc. side-by-side with 3 peers →

Employees Retirement Plan of Si Group, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Bronson Healthcare Retirement Plan in MI ($306M); by covered participants it is Southern Connecticut Vascular Center Cash Balance Plan in CT (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($306M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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.

Frequently Asked Questions

How did Employees Retirement Plan of Si Group, Inc. assets move in 2023? ▼
Employees Retirement Plan of Si Group, Inc. grew at a solid clip - up 9.1% during 2023, from $281M to $306M. Reported net income was $21M.
How have Si Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Si Group, Inc.'s sponsor-wide assets grew 11.8%, from $457M to $511M.
Where does Employees Retirement Plan of Si Group, Inc. rank by assets among Form 5500 filers? ▼
Employees Retirement Plan of Si Group, Inc. ranks in the 96th 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 Employees Retirement Plan of Si Group, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bronson Healthcare Retirement Plan in MI ($306M, 2,262 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees Retirement Plan of Si Group, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern Connecticut Vascular Center Cash Balance Plan in CT (108 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141041790.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.