Employers › Atmos Energy
Recordkeeping fees per participant · Atmos Energy Corporation Retirement Savings Plan and Trust · plan year 2024
$18.29
Higher than 23% of the 790 plans over $1B that report it.
= $113,116 / 6,183
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250930141202NAL0013341616001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930141202NAL0013341616001, received 2025-09-30
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-30.
Administrative expenses excluding investment management, per participant
$23.85
Higher than 21% of the 1,045 plans over $1B that report it.
= $147,485 / 6,183
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250930141202NAL0013341616001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930141202NAL0013341616001, received 2025-09-30
Administrative expenses per participant
$49.91
Higher than 30% of the 1,076 plans over $1B that report it.
= $308,591 / 6,183
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930141202NAL0013341616001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930141202NAL0013341616001, received 2025-09-30
Administrative expenses as a share of assets
0.027%
Higher than 27% of the 1,076 plans over $1B that report it.
= $308,591 / $1,136,616,715
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930141202NAL0013341616001, received 2025-09-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250930141202NAL0013341616001, received 2025-09-30
Employer contributions per participant
$4,517
Higher than 62% of the 1,135 plans over $1B that report it.
= $27,928,929 / 6,183
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250930141202NAL0013341616001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930141202NAL0013341616001, received 2025-09-30
Employer share of total contributions
39.5%
Higher than 73% of the 1,135 plans over $1B that report it.
= $27,928,929 / $70,710,064
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250930141202NAL0013341616001, received 2025-09-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250930141202NAL0013341616001, received 2025-09-30
Employer match
“The Company contributes a matching Company contribution in an amount equal to 100 percent of each Participant’s salary deferral contribution, up to a maximum of 5% of such Participant’s eligible compensation, as defined by the Plan, for the Plan year.”
Form 11-K filed 2026-06-25, for the year ended 2025-12-31 · plan description note, contributions · source document
Vesting
“They are eligible to receive matching contributions immediately upon enrollment, which vest after completing one year of service.”
Form 10-K filed 2025-11-14, for the year ended 2025-09-30 · benefits note, 10-K benefits note · source document
Automatic enrollment
“Substantially all employees of the Company, other than leased employees (Participants), are automatically enrolled in the Plan at a pre-tax salary deferral rate of five percent (5%) of their compensation.”
Form 11-K filed 2026-06-25, for the year ended 2025-12-31 · plan description note, eligibility · source document
Terms quoted from the filing for the year ended 2025-12-31 and 2025-09-30. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250930141202NAL0013341616001, received 2025-09-30
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ATMOS ENERGY CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Plan name | ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Sponsor EIN / plan number | 75-1743247 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Sponsor location | DALLAS, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Industry (business code) | 221210, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Filing received | 2025-09-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Participants, beginning of year | 6,071 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Active participants | 5,287 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Participants, end of year | 6,328 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Participants with an account balance | 6,183 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Total assets, beginning of year | $1,022,204,531 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Total assets, end of year | $1,136,616,715 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Net assets, end of year | $1,136,616,715 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Total income | $230,601,883 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Net income | $114,412,184 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Employer contributions | $27,928,929 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Participant contributions | $40,059,894 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Other contributions (incl. rollovers) | $2,721,241 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Total contributions | $70,710,064 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Benefit payments | $115,881,108 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Total expenses (incl. benefit payments) | $116,189,699 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Total administrative expenses | $308,591 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Recordkeeping fees | $113,116 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Investment advisory and management fees | $161,106 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Administrative expenses excluding investment management | $147,485 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Held in common/collective trusts | $42,368,816 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Held in mutual funds | $818,292,564 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250930141202NAL0013341616001, received 2025-09-30 |
| Independent auditor | WHITLEY PENN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250930141202NAL0013341616001, received 2025-09-30 |
Position = column in the DOL layout for form year 2024. Filing 20250930141202NAL0013341616001, received 2025-09-30.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| GUIDED CHOICE | INVESTMENT ADVISORY | 26 Investment advisory (participants) | $161,016 | no |
| T. ROWE PRICErecordkeeper | RECORDKEEPER/CUSTODIAN | 15 Recordkeeping and information management; 37 Participant loan processing; 49 Other services | $148,285 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250930141202NAL0013341616001, received 2025-09-30.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,022,204,531 | $1,136,616,715 | 11.2% |
| Participants with a balance | 5,935 | 6,183 | 4.2% |
| Administrative expenses | $257,706 | $308,591 | 19.7% |
| Recordkeeping fees per participant | $7.06 | $18.29 | 159.0% |
| Employer contributions | $24,394,434 | $27,928,929 | 14.5% |
Prior filing 20241010152216NAL0034590656001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: ATMOS ENERGY CORPORATION; SEC registrant: ATMOS ENERGY CORP (CIK 731802, matched by EIN; display name from the Form 10-K cover).