Plan5500

Atmos Energy Corporation Retirement Savings Plan And Trust — Form 5500 plan (Atmos 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, Atmos Energy Corporation Retirement Savings Plan And Trust is a benefit plan reported by Atmos Energy Corporation under EIN 75-1743247 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,857 participants and $1,022,204,531 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1BPlan net assets, end of year$1,022,204,531
Participants5.9KCovered participants reported5,857
Assets / participant$174.5KComputed: assets ÷ participants$174,527 (computed)
Provider compensation$304K2 Schedule C provider row(s)$303,971
Plan sponsor
Atmos Energy Corporation
EIN
75-1743247
Plan number
002
Plan type
2
Location
Dallas, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    5,857 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1B total assets
Net assets$1BLiabilities$0
Money in vs. money out
Total income / additions$197.8M
Total expenses$106.7M
Benefits paid / distributions$106.5M
Contributions
Employer$24.4M
Participant$36M
Full reported line items

Net assets

Total assets (EOY)
$1,022,204,531
Total liabilities (EOY)
$0
Net assets (EOY)
$1,022,204,531
Net assets (BOY)
$931,161,745

Income & contributions

Employer contributions
$24,394,434
Participant contributions
$35,960,622
Total contributions
$62,635,198
Total income / additions
$197,784,331

Expenses & distributions

Benefits paid
$106,483,839
Administrative expenses
$257,706
Total expenses
$106,741,545
Net increase / (decrease)
$91,042,786
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Guided Choice$162K
    INVESTMENT ADVISORY · Direct $162K
  2. 2
    T. Rowe Price$141.9K
    RECORDKEEPER/CUSTODIAN · Direct $141.9K

Related Form 5500 pages