Defined Benefit (Pension) · DOL Form 5500 · 2024
Service Employees Intl Union Pension Plan
Data updated 2026-08-25
- $371M
- Total assets Above avg plan size
- 3,097
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $119,708
- Avg per participant Near avg balance/head
Official DOL plan name: Pension Plan for Employees of the Service Employee Int'l Union · Sponsored by Service Employees Intl Union · District of Columbia · Other Services
$371M in assets, 3,097 participants
Service Employees Intl Union's Pension Plan for Employees of the Service Employee Int'l Union reported $371M in total assets and 3,097 participants in its 2024 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.
- #7,650 in Other Services (7,719 peers)
Coverage in District of Columbia
Pension Plan for Employees of the Service Employee Int'l Union covers 3,097 participants in District of Columbia, 2.1x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $371M.
- #7,650
- in Other Services (7,719 peers)
- +9.2%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Pension Plan for Employees of the Service Employee Int'l Union's outsized position by total assets
Pension Plan for Employees of the Service Employee Int'l Union vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$370,735,032 Top 4% higher than 96% 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
Pension Plan for Employees of the Service Employee Int'l Union's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of the Service Employee Int'l Union lands in the large band (3,097 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Plan for Employees of the Service Employee Int'l Union end-of-year assets rose from $339M in the plan year 2023 filing to $371M in the plan year 2024 filing.
- Pension Plan for Employees of the Service Employee Int'l Union reported net income rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Pension Plan for Employees of the Service Employee Int'l Union reported participants rose from 3,044 in the plan year 2023 filing to 3,097 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 360852885 · Service Employees Intl Union PY 2024 · Defined Benefit (Pension)
Pension Plan for Employees of the Service Employee Int'l Union · $371M · 3,097 · 96th
- BOY $371M
- SCH 3,097
- EBSA 96th
- PART Defined Benefit (Pension)
- TYPE near Munson Retirement Plan
- NET ind #7650
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 Other Services retirement plans → · Plans in District of Columbia →
Pension Plan for Employees of the Service Employee Int'l Union in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $339M |
|---|---|
| Net Assets (End of Year) | $371M |
| Net Income | $31M |
| Employer EIN | 360852885 |
| Plan Effective Date | 1950-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Service Employees Intl Union)
Sponsor-wide plan assets over time
All Service Employees Intl Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $535M 25.260884200860534% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,436 | $427M |
| 2023 | 3 | 4,437 | $482M |
| 2024 | 3 | 4,559 | $535M |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $27.4B · 103,525
- Iam National Pension Fund $15.0B · 102,493
- United Mine Workers of America 1974 Pension Plan $3.8B · 58
- Liuna Staff and Affiliates Pension Fund $1.9B · 3,559
- Bricklayers & Trowel Trades International Pension Fund $1.9B · 27,474
Pension Plan for Employees of the Service Employee Int'l Union's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Munson Retirement Plan in MI ($371M); by covered participants it is Community Hospitals of Central California Pension Plan in CA (3,105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($371M here).
- Munson Retirement Plan (MI) $371M · 826
- New Jersey Education Association Employees' Retirement and Trust Fund (NJ) $371M · 236
- Dover Corporation Pension Plan (IL) $372M · 644
- Chicago Area Ib of T Pension Trust Fund (IL) $373M · 421
Similar participant headcount
Nearest other-state filings by covered participants (3,097 participants); asset peers above are excluded.
- Community Hospitals of Central California Pension Plan (CA) 3,105 · 8 off
- Bosch Pension Plan (MI) 3,086 · 11 off
- Kinder Morgan Retirement Plan a (TX) 3,110 · 13 off
- State Street Retirement Plan (MA) 3,076 · 21 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.