Defined Benefit (Pension) · DOL Form 5500 · 2024

SEMPRA Pension Plan

Data updated 2026-08-25

$238M
Total assets Near avg plan size
775
Participants Near avg headcount
95th
Percentile by assets National rank
$307,478
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#966
in Management of Enterprises (1,133 peers)
+4.8%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Sempra Cash Balance Plan's outsized position by total assets

Sempra Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$238,295,536 Top 5% higher than 95% of 123,620 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 2024

Sempra Cash Balance Plan 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. Sempra Cash Balance Plan sits mid-pack in the medium band (775 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330732627 · SEMPRA PY 2024 · Defined Benefit (Pension)

Sempra Cash Balance Plan · $238M · 775 · 95th

  • IND $238M
  • IND 775
  • IND 95th
  • IND Defined Benefit (Pension)
  • IND near Park National Corporation Defined Benefit Pension Plan
  • IND ind #966

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 Management of Enterprises retirement plans → · Plans in California →

Sempra Cash Balance Plan in the asset neighbourhood

The Combined Alstom Retirement PlanThe Combined Alstom Retireme…$239MSempra Cash Balance Plan$238MPark National Corporation Defined Benefit Pension PlanPark National Corporation De…$238MAsbestos Workers Philadelphia Pension FundAsbestos Workers Philadelphi…$238MTforce Freight Pension Plan$238M
End-of-year total assets ($M) among Sempra Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$227M
Net Assets (End of Year)$238M
Net Income$11M
Employer EIN330732627
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SEMPRA)

Sponsor-wide plan assets over time

All SEMPRA plans reported in each filing year

Latest sponsor-wide plan assets
$738M 25.65018229630628% vs 2022
2024 filing year
$550M$600M$650M$700M$750M$800M 202220232024 $588M $738M ▲ +25.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sempra Cash Balance Plan, Total assets ($B): 0.238295536 · Participants: 775Sempra Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Sempra Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sempra Cash Balance Plan side-by-side with 3 peers →

Sempra Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Park National Corporation Defined Benefit Pension Plan in OH ($238M); by covered participants it is Alaska Airlines, Inc., Fixed Income Retirement Plan for Pilots in WA (776 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($238M here).

Similar participant headcount

Nearest other-state filings by covered participants (775 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sempra Cash Balance Plan assets move in 2024? ▼
Sempra Cash Balance Plan edged up modestly - up 4.8% during 2024, from $227M to $238M. Reported net income was $11M.
How have SEMPRA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SEMPRA's sponsor-wide assets grew 25.7%, from $588M to $738M.
Where does Sempra Cash Balance Plan rank by assets among Form 5500 filers? ▼
Sempra Cash Balance Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sempra Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Park National Corporation Defined Benefit Pension Plan in OH ($238M, 1,456 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sempra Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alaska Airlines, Inc., Fixed Income Retirement Plan for Pilots in WA (776 participants, $1.2B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330732627.

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.