Duke Energy Retirement Savings Plan — Form 5500 plan (Duke Energy Corporation)
Plain-English plan 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, Duke Energy Retirement Savings Plan is a benefit plan reported by Duke Energy Corporation under EIN 20-2777218 and plan number 002. The latest loaded filing year is 2023. The filing reports 36,467 participants and $10,354,065,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duke Energy Corporation
- EIN
- 20-2777218
- Plan number
- 002
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 36,467
- End-of-year plan assets
- $10,354,065,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36,467 | H, C | 20241010164909NAL0034799968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,354,065,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,354,065,000
- Net assets (BOY)
- $9,364,902,000
Income & contributions
- Employer contributions
- $246,331,000
- Participant contributions
- $335,190,000
- Total contributions
- $612,578,000
- Total income / additions
- $1,992,639,000
Expenses & distributions
- Benefits paid
- $997,257,000
- Administrative expenses
- $6,219,000
- Total expenses
- $1,003,476,000
- Net increase / (decrease)
- $989,163,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | NONE | $5,480,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $634,000 | $0 | 2023 |
| Russell Investment Management LLC | NONE | $104,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Duke Energy Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Financial Engines — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Russell Investment Management LLC — Schedule C compensation