Money Purchase · DOL Form 5500 · 2024
Semmes, Bowen & Semmes Money Purchase Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 127
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $221,889
- Avg per participant Above avg balance/head
Official DOL plan name: Semmes, Bowen & Semmes Pension Plan · Sponsored by Semmes, Bowen & Semmes · Maryland · Professional & Technical Services
$28M in assets, 127 participants
Semmes, Bowen & Semmes's Semmes, Bowen & Semmes Pension Plan reported $28M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #15,396 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
Semmes, Bowen & Semmes Pension Plan covers 127 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $28M.
- #15,396
- in Professional & Technical Services (20,173 peers)
- -3.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Semmes, Bowen & Semmes Pension Plan's outsized position by total assets
Semmes, Bowen & Semmes Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,179,958 Top 24% higher than 76% 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
Semmes, Bowen & Semmes Pension 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. Semmes, Bowen & Semmes Pension Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Semmes, Bowen & Semmes Pension Plan reported net income fell from $714K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Semmes, Bowen & Semmes Pension Plan reported participants rose from 103 in the plan year 2023 filing to 127 in the plan year 2024 filing.
- Semmes, Bowen & Semmes Pension Plan end-of-year assets fell from $29M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 521955555 · Semmes, Bowen & Semmes PY 2024 · Money Purchase
Semmes, Bowen & Semmes Pension Plan · $28M · 127 · 76th
- PCT $28M
- EIN 127
- RANK 76th
- PHOTO Money Purchase
- IND near Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan
- EOY ind #15396
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Semmes, Bowen & Semmes Pension Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$1M |
| Employer EIN | 521955555 |
| Plan Effective Date | 1969-02-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Semmes, Bowen & Semmes)
Sponsor-wide plan assets over time
All Semmes, Bowen & Semmes plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 3.9496609676950643% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 243 | $41M |
| 2023 | 2 | 247 | $43M |
| 2024 | 2 | 272 | $43M |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $18.1B · 86,141
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $3.0B · 8,190
- Meba Pension Trust-Money Purchase Benefit Plan $306M · 2,964
- Seafarers Money Purchase Pension Plan $168M · 8,583
- Defined Contribution Plan for the Employees of the American Institute of Physics $141M · 222
Semmes, Bowen & Semmes Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan in CO ($28M); by covered participants it is California State University - Long Beach Research Foundation 403(b) Defined Contribution Retirement Plan in CA (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan (CO) $28M · 120
- Pax Machine Works, Inc. Pension Plan & Trust (OH) $28M · 188
- Doctors Council Annuity Fund 2 (NY) $28M · 90
- Local 670 Annuity Fund (NY) $28M · 1,341
Similar participant headcount
Nearest other-state filings by covered participants (127 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.