2023 Form 5500 filing — Duke Energy Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010164909NAL0034799968001) for Duke Energy Retirement Savings Plan, reported by Duke Energy Corporation under EIN 20-2777218 and plan number 002. It reports 36,467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010164909NAL0034799968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duke Energy Corporation
- EIN
- 20-2777218
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 36,467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,354,065,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,354,065,000
- Employer contributions
- $246,331,000
- Participant contributions
- $335,190,000
- Total income / additions
- $1,992,639,000
- Benefits paid
- $997,257,000
- Administrative expenses
- $6,219,000
- Total expenses
- $1,003,476,000
- Net increase / (decrease)
- $989,163,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | NONE | $5,480,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $634,000 | $0 |
| Russell Investment Management LLC | NONE | $104,000 | not reported in the loaded dataset |