Employer · plans filed under one EIN
Nextera Energy, Inc.
Juno Beach, FL · 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.
Nextera Energy, Inc., based in Juno Beach, Florida, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 51,291 participant records and $10.6B in net assets.
The largest is Nextera Energy, Inc. Employee Pension Plan, a cash balance pension plan with 29,209 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 $83.1M and participant contributions $212M in the latest plan years; benefits paid were $943M. Schedule C compensation reported to service provider organisations totalled $47.2M.
Combined net assets moved from $4.84B in 2009 to $10.6B in 2024 (up 119%). 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 |
|---|---|---|---|---|---|---|---|
| Nextera Energy, Inc. Employee Pension Plan | cash balance pension plan | 2024 | 29,209 | $5.11B | $174,847 | — | $43.9M |
| Nextera Energy, Inc. Employee Retirement Savings Plan | ESOP with a 401(k) feature | 2024 | 22,082 | $5.48B | $248,295 | $4,963 | $3.3M |
| 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 | 51,291 | $10.6B | $83.1M | $212M |
| 2023 | 2 | 50,511 | $9.91B | $77.9M | $200M |
| 2022 | 2 | 47,588 | $9.97B | $0 | $183M |
| 2021 | 2 | 46,742 | $12.6B | $0 | $180M |
| 2020 | 2 | 46,419 | $11.6B | $0 | $171M |
| 2019 | 2 | 46,136 | $10.2B | $1.9M | $160M |
| 2018 | 2 | 43,276 | $8.21B | $0 | $145M |
| 2017 | 2 | 42,467 | $8.50B | $0 | $139M |
| 2016 | 2 | 42,715 | $7.49B | $3.4M | $134M |
| 2015 | 2 | 41,568 | $7.09B | $2.2M | $124M |
| 2014 | 2 | 41,667 | $7.33B | $1.2M | $120M |
| 2013 | 2 | 41,808 | $7.07B | $0 | $82.7M |
| 2012 | 2 | 37,871 | $5.58B | $0 | $80.1M |
| 2011 | 2 | 37,995 | $5.10B | $0 | $76.2M |
| 2010 | 2 | 38,064 | $5.09B | $0 | $73.7M |
| 2009 | 2 | 38,359 | $4.84B | $0 | $71.9M |
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 |
|---|---|---|---|
| Comvest Credit Partners V LP | Investment management | 1 | $5,080,944 |
| III Capital Management | Investment management | 1 | $3,238,219 |
| Fidelity Institutional Operations | Contract Administrator; Recordkeeping and information management; Participant communication; Trustee (bank, trust company, or similar financial institution) | 2 | $2,809,580 |
| T. Rowe Price Associates | Investment management | 1 | $1,853,425 |
| Carlyle US Equity Opp FD II LP | Investment management | 1 | $1,779,695 |
| Artisan Partners | Investment management | 1 | $1,768,224 |
| New Mountain Partners V LP | Investment management | 1 | $1,753,271 |
| T Rowe Price | Investment management | 1 | $1,737,518 |
| Comvest Capital IV LP | Investment management | 1 | $1,736,370 |
| Palisade Capital Management | Investment management | 1 | $1,602,298 |
| JP Morgan Asset Management | Investment management | 1 | $1,488,839 |
| STG Vii-A, LP | Investment management | 1 | $1,473,545 |
| Icg Secondaries Fund I LP | Investment management | 1 | $1,381,731 |
| Nextera Energy, Inc. | Accounting (including auditing); Plan Administrator; Recordkeeping and information management; Legal | 1 | $270,912 |
| BlackRock Institutional Trust Co. NA | Investment management | 1 | $253,797 |
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 Nextera Energy, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Nextera Energy, Inc. Employee Pension Plan and Nextera Energy, Inc. Employee Retirement Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Nextera Energy, Inc. contribute to its plans?
$83,053,766 in employer contributions across these plans in their latest plan years, about $2,578 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 Comvest Credit Partners V LP, III Capital Management, Fidelity Institutional Operations and T. Rowe Price Associates 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.