Money Purchase · DOL Form 5500 · 2024
Semmes, Bowen & Semmes Money Purchase Plan
Data updated 2026-08-11
- $28M
- Total assets
- 127
- Participants
- 76th
- Percentile by assets
- $221,889
- Avg per participant
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.
- 76th percentile by assets (of 123,622 plans)
- #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.
- $28M
- total plan assets (2024 EOY)
- 127
- covered participants
- 76th
- percentile by assets (of 123,622 plans)
- $221,889
- avg assets per participant
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.
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.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Semmes, Bowen & Semmes Pension Plan reports 127 participants - about 14% of that state average ($28M EOY assets).
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)
| 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.
Semmes, Bowen & Semmes Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Semmes, Bowen & Semmes Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Semmes, Bowen & Semmes Pension Plan assets move in 2024? ▼
How have Semmes, Bowen & Semmes plan assets changed over time? ▼
Where does Semmes, Bowen & Semmes Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Semmes, Bowen & Semmes Pension Plan? ▼
Next read for Semmes, Bowen & Semmes Pension Plan
Filing takeaways
Ways to act on Semmes, Bowen & Semmes Pension Plan's numbers.
- By total assets, Semmes, Bowen & Semmes Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Maryland. Compare plans
- Semmes, Bowen & Semmes's sponsor-wide assets have grown 3.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans