Defined Benefit (Pension) · DOL Form 5500 · 2024
Si Group, Inc. Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $167,113
- Avg per participant Above avg balance/head
Official DOL plan name: The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina · Sponsored by Si Group, Inc. · Texas · Manufacturing
$22M in assets, 134 participants
Si Group, Inc.'s The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina reported $22M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #11,097 in Manufacturing (17,777 peers)
Coverage in Texas
The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina covers 134 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $22M.
- #11,097
- in Manufacturing (17,777 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina's outsized position by total assets
The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,393,207 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina reported net income fell from -$216K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina reported participants fell from 142 in the plan year 2023 filing to 134 in the plan year 2024 filing.
- The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina end-of-year assets fell from $24M in the plan year 2023 filing to $22M in the plan year 2024 filing.
DOL schedule card
Filing strip 141041790 · Si Group, Inc. PY 2024 · Defined Benefit (Pension)
The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina · $22M · 134 · 72nd
- ASSETS $22M
- PCT 134
- EIN 72nd
- RANK Defined Benefit (Pension)
- PHOTO near Golden Svcs Pension Plan
- IND ind #11097
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 →
The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$1M |
| Employer EIN | 141041790 |
| Plan Effective Date | 1994-03-01 |
| Filing Status | FILING 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
| 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.
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Golden Svcs Pension Plan in TN ($22M); by covered participants it is Water Saver Faucet Co. Union Employees Pension Plan & Trust in IL (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Golden Svcs Pension Plan (TN) $22M · 33
- Leonardo Drs, Inc. Pension Value Plan (VA) $22M · 17
- Zimmer Puerto Rico Retirement Income Plan (IN) $22M · 117
- Alliance Compressors, LLC Retirement Plan (OH) $22M · 179
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Water Saver Faucet Co. Union Employees Pension Plan & Trust (IL) 134 · 0 off
- I.a.T.S.E. Staff Retirement Fund (NY) 134 · 0 off
- Euramax International, Inc. Retirement Income Plan (GA) 134 · 0 off
- Marine & Power Systems Pension Plan (FL) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.