Defined Benefit (Pension) · DOL Form 5500 · 2024
SEMPRA Pension Plan
Data updated 2026-08-11
- $238M
- Total assets
- 775
- Participants
- 95th
- Percentile by assets
- $307,478
- Avg per participant
Official DOL plan name: Sempra Cash Balance Plan · Sponsored by SEMPRA · California · Management of Enterprises
$238M in assets, 775 participants
SEMPRA's Sempra Cash Balance Plan reported $238M in total assets and 775 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #966 in Management of Enterprises (1,133 peers)
Where Sempra Cash Balance Plan sits by assets
Sempra Cash Balance Plan sits in the top 5% of all filed plans by assets, $238M for 775 participants (~$307,478/participant), up 4.8% in 2024.
- $238M
- total plan assets (2024 EOY)
- 775
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $307,478
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sempra Cash Balance Plan reported net income fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Sempra Cash Balance Plan reported participants rose from 717 in the plan year 2023 filing to 775 in the plan year 2024 filing.
- Sempra Cash Balance Plan end-of-year assets rose from $227M in the plan year 2023 filing to $238M in the plan year 2024 filing.
Sempra Cash Balance Plan vs the 2024 asset distribution
By assets, Sempra Cash Balance Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $238M |
| Net Income | $11M |
| Employer EIN | 330732627 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SEMPRA)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,444 | $588M |
| 2023 | 2 | 1,580 | $670M |
| 2024 | 2 | 1,762 | $738M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Sempra Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sempra Cash Balance Plan by total assets, not by location.
- Park National Corporation Defined Benefit Pension Plan (OH) $238M · 1,456
- Asbestos Workers Philadelphia Pension Fund (PA) $238M · 466
- The Combined Alstom Retirement Plan (GA) $239M · 21
- Tforce Freight Pension Plan (TX) $238M · 7,193
Frequently Asked Questions
How did Sempra Cash Balance Plan assets move in 2024? ▼
How have SEMPRA plan assets changed over time? ▼
Where does Sempra Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sempra Cash Balance Plan? ▼
Next read for Sempra Cash Balance Plan
Scale reading
Ways to act on Sempra Cash Balance Plan's numbers.
- By total assets, Sempra Cash Balance Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- SEMPRA's sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Management of Enterprises plans