Employers › Southwestern Energy
Recordkeeping fees per participant · Southwestern Energy Company 401(k) Savings Plan · plan year 2024
$289.87
Higher than 98% of the 5,847 plans $50 to 250M that report it.
= $265,227 / 915
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250922132205NAL0005292049001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922132205NAL0005292049001, received 2025-09-22
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-09-22.
Administrative expenses excluding investment management, per participant
$289.87
Higher than 93% of the 8,758 plans $50 to 250M that report it.
= $265,227 / 915
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250922132205NAL0005292049001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922132205NAL0005292049001, received 2025-09-22
Administrative expenses per participant
$307.63
Higher than 87% of the 9,042 plans $50 to 250M that report it.
= $281,477 / 915
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922132205NAL0005292049001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922132205NAL0005292049001, received 2025-09-22
Administrative expenses as a share of assets
0.257%
Higher than 81% of the 9,049 plans $50 to 250M that report it.
= $281,477 / $109,358,406
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922132205NAL0005292049001, received 2025-09-22
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250922132205NAL0005292049001, received 2025-09-22
Employer contributions per participant
$22,418
Higher than 99% of the 9,105 plans $50 to 250M that report it.
= $20,512,389 / 915
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922132205NAL0005292049001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922132205NAL0005292049001, received 2025-09-22
Employer share of total contributions
69.3%
Higher than 98% of the 9,112 plans $50 to 250M that report it.
= $20,512,389 / $29,616,809
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922132205NAL0005292049001, received 2025-09-22
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250922132205NAL0005292049001, received 2025-09-22
Plan terms are described in Southwestern Energy Company's SEC filings: Form 11-K filed 2024-06-21 and Form 10-K filed 2024-02-22. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250922132205NAL0005292049001, received 2025-09-22
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SOUTHWESTERN ENERGY COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Plan name | SOUTHWESTERN ENERGY COMPANY 401K SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Sponsor EIN / plan number | 71-0205415 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Sponsor location | SPRING, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Filing received | 2025-09-22 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Participants, beginning of year | 1,891 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Active participants | 0 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Participants, end of year | 915 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Participants with an account balance | 915 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Total assets, beginning of year | $208,278,858 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Total assets, end of year | $109,358,406 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Net assets, end of year | $109,358,406 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Total income | $61,697,460 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Net income | $-98,920,452 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Employer contributions | $20,512,389 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Participant contributions | $8,780,333 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Other contributions (incl. rollovers) | $324,087 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Total contributions | $29,616,809 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Benefit payments | $160,327,988 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Total expenses (incl. benefit payments) | $160,617,912 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Total administrative expenses | $281,477 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Recordkeeping fees | $265,227 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Investment advisory and management fees | $16,250 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Administrative expenses excluding investment management | $265,227 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Held in common/collective trusts | $4,253,344 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250922132205NAL0005292049001, received 2025-09-22 |
| Held in mutual funds | $101,263,276 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250922132205NAL0005292049001, received 2025-09-22 |
Position = column in the DOL layout for form year 2024. Filing 20250922132205NAL0005292049001, received 2025-09-22.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND Srecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 62 Float revenue; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses | $265,393 | yes |
| REGIONS | CONSULTANT | 70 Consulting fees | $16,250 | 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 20250922132205NAL0005292049001, received 2025-09-22.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $208,278,858 | $109,358,406 | -47.5% |
| Participants with a balance | 1,766 | 915 | -48.2% |
| Administrative expenses | $263,110 | $281,477 | 7.0% |
| Recordkeeping fees per participant | $135.68 | $289.87 | 113.6% |
| Employer contributions | $6,537,842 | $20,512,389 | 213.7% |
Prior filing 20240701105417NAL0003726753001, received 2024-07-01; the plan years are contiguous.
Sponsor name as filed: SOUTHWESTERN ENERGY COMPANY; SEC registrant: SOUTHWESTERN ENERGY CO (CIK 7332, matched by EIN; display name from the Form 11-K cover).