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Employers › District of Columbia

Employer · plans filed under one EIN

Service Employees Intl Union

Washington, DC · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$535Mnet assets across plans
7,859participant records5,722 active
$13.9Memployer contributions, latest plan years$2,430 per active record
$1.5MSchedule C compensation to organisations$195.35 per participant record

Service Employees Intl Union, based in Washington, District of Columbia, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 7,859 participant records and $535M in net assets.

The largest is Pension Plan for Employees of the Service Employee Int'l Union, a defined benefit pension plan with 4,654 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $13.9M and participant contributions $11.7M in the latest plan years; benefits paid were $30.8M. Schedule C compensation reported to service provider organisations totalled $1.5M.

Combined net assets moved from $152M in 2009 to $535M in 2024 (up 252%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Pension Plan for Employees of the Service Employee Int'l Uniondefined benefit pension plan20244,654$371M$79,631$3,684$1.1M
SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan401(k) plan20242,806$108M$38,582$1,034$355K
SEIU Supplemental Retirement Savings 401(k) Plan401(k) plan2024399$56.1M$140,661—$91K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $152M2010: $175M2011: $180M2012: $208M2013: $250M2014: $267M2015: $272M2016: $294M2017: $335M2018: $326M2019: $385M2020: $431M2021: $494M2022: $427M2023: $482M2024: $535M$152M$535M20092012201620202024
Combined net assets
2009: 2,6132010: 2,6412011: 2,6222012: 2,6912013: 3,1092014: 3,0662015: 2,8072016: 2,8812017: 2,9232018: 3,0602019: 3,6272020: 3,7182021: 6,4592022: 6,5252023: 6,6752024: 7,8592,6137,85920092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202437,859$535M$13.9M$11.7M
202336,675$482M$13.1M$10.1M
202236,525$427M$11.8M$9.5M
202136,459$494M$10.9M$8.8M
202033,718$431M$10.6M$7.8M
201933,627$385M$10.8M$6.8M
201833,060$326M$15.2M$6.4M
201732,923$335M$9.9M$5.8M
201632,881$294M$10.5M$5.4M
201532,807$272M$10.1M$5.1M
201433,066$267M$10.3M$4.8M
201333,109$250M$15.0M$4.6M
201232,691$208M$10.2M$4.2M
201132,622$180M$10.1M$4.1M
201032,641$175M$9.6M$4.1M
200932,613$152M$8.8M$4.1M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
SEIU National Industry Pension PlanContract Administrator2$432,873
Empower Annuity Insurance CompanyContract Administrator; Recordkeeping and information management; Participant loan processing2$349,930
Pgim Real EstateInvestment management; Custodial (securities)1$167,455
The Segal CompanyActuarial; Insurance services; Consulting (pension)1$152,464
Marquette AdvisorsInvestment advisory (plan); Investment management3$66,065
State Street Global AdvisorsInvestment management1$57,088
National Investment ServicesInvestment management1$47,872
Calibre CPA Group, PLLCAccounting (including auditing)3$44,500
Union Labor Life Insurance CompanyInvestment management1$39,864
Mooney Green Saidon Murphy & WelchLegal2$29,060
SEIU National Industry Pension FundContract Administrator1$24,963
BNY MellonInvestment management1$17,984
BairdInvestment management1$17,499
Rhumbline AdvisorsInvestment management1$15,179
Pension Plan for Employees of the SContract Administrator1$8,714

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

SEIU National Industry Pension Plan$433K
Empower Annuity Insurance Company$350K
Pgim Real Estate$167K
The Segal Company$152K
Marquette Advisors$66K
State Street Global Advisors$57K
National Investment Services$48K
Calibre CPA Group, PLLC$45K

Questions and answers

How many retirement plans does Service Employees Intl Union have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Pension Plan for Employees of the Service Employee Int'l Union, SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan and SEIU Supplemental Retirement Savings 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Service Employees Intl Union contribute to its plans?

$13,905,359 in employer contributions across these plans in their latest plan years, about $2,430 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name SEIU National Industry Pension Plan, Empower Annuity Insurance Company, Pgim Real Estate and The Segal Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.