Employer · plans filed under one EIN
Nisource Inc.
Merrillville, IN · 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.
2 retirement plans with 100 or more participants file Form 5500 under Nisource Inc.'s employer identification number (Merrillville, Indiana). Their latest filings total 13,007 participant records and $2.69B in net assets.
The largest is Nisource Inc. Retirement Savings Plan, an ESOP with a 401(k) feature with 10,216 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 $63.5M and participant contributions $86.7M in the latest plan years; benefits paid were $260M. Schedule C compensation reported to service provider organisations totalled $1.8M.
Combined net assets moved from $858M in 2009 to $2.35B in 2025 (up 175%). 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 |
|---|---|---|---|---|---|---|---|
| Nisource Inc. Retirement Savings Plan | ESOP with a 401(k) feature | 2025 | 10,216 | $2.35B | $230,469 | $7,957 | $120K |
| Columbia Energy Group Pension Plan | cash balance pension plan | 2024 | 2,791 | $334M | $119,533 | — | $1.7M |
| 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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10,216 | $2.35B | $63.5M | $86.7M |
| 2024 | 2 | 12,990 | $2.37B | $57.4M | $81.2M |
| 2023 | 2 | 12,912 | $2.09B | $48.7M | $74.4M |
| 2022 | 2 | 13,130 | $1.88B | $41.6M | $70.9M |
| 2021 | 2 | 13,431 | $2.39B | $33.9M | $66.6M |
| 2020 | 2 | 13,954 | $2.36B | $39.9M | $72.4M |
| 2019 | 2 | 14,343 | $2.18B | $40.0M | $68.5M |
| 2018 | 2 | 14,214 | $1.86B | $40.4M | $64.5M |
| 2017 | 2 | 14,414 | $2.05B | $36.7M | $60.2M |
| 2016 | 2 | 14,386 | $1.82B | $112M | $54.9M |
| 2015 | 1 | 9,309 | $1.16B | $39.1M | $58.7M |
| 2014 | 1 | 11,303 | $1.53B | $37.2M | $57.9M |
| 2013 | 1 | 10,875 | $1.35B | $31.2M | $48.7M |
| 2012 | 1 | 10,427 | $1.13B | $30.4M | $46.7M |
| 2011 | 1 | 10,345 | $1.02B | $27.2M | $42.1M |
| 2010 | 1 | 10,058 | $956M | $20.2M | $39.0M |
| 2009 | 1 | 10,288 | $858M | $20.0M | $38.8M |
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 |
|---|---|---|---|
| Abrdn Inc. | Investment management | 1 | $1,314,076 |
| Fid Invest Inst Ops Co. | Participant loan processing | 1 | $119,868 |
| Allspring Global Investments, LLC | Investment management | 1 | $114,739 |
| Northern Trust Company | Trustee (bank, trust company, or similar financial institution) | 1 | $67,114 |
| Macquarie Investment Mgmnt Advisers | Investment management | 1 | $44,348 |
| McConnell & Jones LLP | Accounting (including auditing) | 1 | $43,500 |
| Portfolio Advisors LP | Investment management | 1 | $26,489 |
| Aon Consulting | Actuarial | 1 | $26,299 |
| Glouston Capital | Investment management | 1 | $12,118 |
| BlackRock Institutional Trust Co. | Investment management | 1 | $10,355 |
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 Nisource Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Nisource Inc. Retirement Savings Plan and Columbia Energy Group Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Nisource Inc. contribute to its plans?
$63,479,465 in employer contributions across these plans in their latest plan years, about $7,081 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 Abrdn Inc., Fid Invest Inst Ops Co., Allspring Global Investments, LLC and Northern Trust Company 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.