Employer · plans filed under one EIN
Atmos Energy Corporation
Dallas, TX · Utilities
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.
Atmos Energy Corporation, based in Dallas, Texas, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 10,457 participant records and $1.72B in net assets.
The largest is Atmos Energy Corporation Retirement Savings Plan and Trust, an ESOP with a 401(k) feature with 6,328 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 $27.9M and participant contributions $40.1M in the latest plan years; benefits paid were $155M. Schedule C compensation reported to service provider organisations totalled $2.4M.
Combined net assets moved from $599M in 2009 to $1.72B in 2024 (up 186%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Atmos Energy Corporation Retirement Savings Plan and Trust | ESOP with a 401(k) feature | 2024 | 6,328 | $1.14B | $179,617 | $5,283 | $148K |
| Atmos Energy Corporation Pension Account Plan | cash balance pension plan | 2024 | 4,129 | $580M | $140,353 | — | $2.3M |
| 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
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 10,457 | $1.72B | $27.9M | $40.1M |
| 2023 | 2 | 10,393 | $1.57B | $29.4M | $36.0M |
| 2022 | 2 | 10,353 | $1.44B | $30.5M | $32.5M |
| 2021 | 2 | 10,357 | $1.74B | $29.6M | $30.9M |
| 2020 | 2 | 10,534 | $1.61B | $29.7M | $30.2M |
| 2019 | 2 | 10,755 | $1.54B | $17.7M | $28.3M |
| 2018 | 2 | 10,799 | $1.33B | $24.3M | $26.5M |
| 2017 | 2 | 10,941 | $1.39B | $18.5M | $24.8M |
| 2016 | 2 | 11,243 | $1.23B | $8.0M | $24.6M |
| 2015 | 2 | 11,790 | $1.16B | $17.1M | $22.3M |
| 2014 | 2 | 11,832 | $1.11B | $39.8M | $20.8M |
| 2013 | 2 | 11,503 | $959M | $48.5M | $19.5M |
| 2012 | 2 | 11,750 | $773M | $31.3M | $19.2M |
| 2011 | 2 | 12,431 | $695M | $33.3M | $18.7M |
| 2010 | 2 | 12,344 | $663M | $9.8M | $17.9M |
| 2009 | 2 | 12,286 | $599M | $9.3M | $17.1M |
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
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Willis Towers Watson | Actuarial | 1 | $468,729 |
| Brown Advisory | Investment management | 1 | $376,581 |
| State Street Retiree Services | Recordkeeping and information management; Custodial (other than securities); Custodial (securities) | 1 | $368,968 |
| Wedge Capital | Investment management | 1 | $340,851 |
| Systematic Financial Management | Investment management | 1 | $255,343 |
| Eagle Asset | Investment management | 1 | $227,064 |
| T. Rowe Price | Recordkeeping and information management; Participant loan processing; Other services | 1 | $148,285 |
| Agincourt | Investment management | 1 | $141,805 |
| LCG Associates | Consulting (general) | 1 | $62,315 |
| Whitley Penn LLP | Accounting (including auditing) | 1 | $41,019 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Atmos Energy Corporation have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Atmos Energy Corporation Retirement Savings Plan and Trust and Atmos Energy Corporation Pension Account Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Atmos Energy Corporation contribute to its plans?
$27,928,929 in employer contributions across these plans in their latest plan years, about $3,988 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 Willis Towers Watson, Brown Advisory, State Street Retiree Services and Wedge Capital 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.