Plan Ledger DOL Form 5500 · updated monthly

Atmos Energy Corporation401(k) + ESOP (KSOP)

ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Atmos Energy Corporation reported $308,591 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $5,283 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.029%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other utilities employers. By assets it is the 107th-largest of 5,688 plans among Texas employers on file, and the 40th of 412 in utilities. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,136,616,715
Participants with balances6,183
Active participants5,287
Employer contributions$27,928,929
Employee contributions$40,059,894
Employer contribution per active participant$5,283
Average account balance$183,829
Benefits paid to participants$115,881,108
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.1B · 6,183 accts · $27.9M emplr
2023$1.0B · 5,935 accts · $24.4M emplr
2022$931.2M · 5,675 accts · $22.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,116
Investment management$161,106
Total administrative$308,591
The Atmos Energy Corporation 401(k) match · 2024
Employer contribution per active participant$5,283
Median for plans this size$5,259
2024$5,283 per active participant
2023$4,863 per active participant
2022$4,667 per active participant

Atmos Energy Corporation's 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
T. ROWE PRICE · Recordkeeping · Loan processing$148,285
GUIDED CHOICE · Investment advisory (participants)$161,016

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$308,591 · 0.03%
2023$257,706 · 0.03%
2022$286,940 · 0.03%
Same employer
Similar plansUtilities · Texas
Centerpoint Energy, Inc. TX$3.1B · 0.15%
Kinder Morgan, Inc. TX$2.9B · 0.11%
Talen Energy Supply, LLC TX$663.8M · 0.09%
Engie Holdings Inc. TX$560.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751743247 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.