Atmos Energy 401(k) and pension plans

Atmos Energy Corporation, Dallas, TX. EIN 75-1743247. Annual reports 2009–2024.

Atmos Energy Corporation has 2 active retirement plans on file. The largest is the Atmos Energy Corporation Retirement Savings Plan and Trust, with 6,328 participants and $1.1 billion in assets in 2024. T. Rowe Price has been its recordkeeper since 2009.

Active plans
2
Participants
10,457
Plan assets
$1.7 billion
401(k) recordkeeper
T. Rowe Price
Plans on file
4
Industry
Utilities

All 4 plans

Active plans first

Atmos Energy Corporation Retirement Savings Plan and Trust

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 75-1743247
Participants (2024)
6,328
Net assets (2024)
$1.1 billion
Recordkeeper
T. Rowe Price2009–2024
Plan administrator
Atmos Energy Corp. Qualified Retirement Plans & Trusts Committee
5430 LBJ Freeway, Three Lincoln Center, Ste 160
Dallas, TX 75240
(972) 855-3324As filed for 2024
In effect since
February 15, 1984

Plans merged into this one: Atmos Energy Corporation Savings Plan for MVG Union Employees (2014).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20246,328$1.1 billionT. Rowe Price
20236,083$1.0 billionT. Rowe Price
20225,860$931 millionT. Rowe Price
20215,651$1.1 billionT. Rowe Price
20205,651$1.0 billionT. Rowe Price
20195,726$991 millionT. Rowe Price
20185,561$850 millionT. Rowe Price
20175,469$862 millionT. Rowe Price
20165,603$757 millionT. Rowe Price
20155,580$682 millionT. Rowe Price
20145,353$626 millionT. Rowe Price
20135,100$542 millionT. Rowe Price
20125,095$431 millionT. Rowe Price
20115,403$385 millionT. Rowe Price
20105,268$359 millionT. Rowe Price
20095,340$308 millionT. Rowe Price

Atmos Energy Corporation Pension Account Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 75-1743247
Participants (2024)
4,129
Net assets (2024)
$580 million
Administered by
State StreetEarlier: Acadian Intl Small Cap (2009–2016)
Plan administrator
Atmos Energy Corp. Qualified Retirement Plans & Trusts Committee
5430 LBJ Freeway, Three Lincoln Centre, Ste 160
Dallas, TX 75240
(972) 855-3324As filed for 2024
In effect since
January 1, 1947

Plans merged into this one: Atmos Energy Corporation Retirement Plan for MVG Union Employees (2014).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,129$580 millionState Street
20234,310$547 millionState Street
20224,493$509 millionState Street
20214,706$632 millionState Street
20204,883$582 millionState Street
20195,029$546 millionState Street
20185,238$481 millionState Street
20175,472$529 millionState Street
20165,640$474 millionAcadian Intl Small Cap
20156,210$476 millionAcadian Intl Small Cap
20146,479$485 millionAcadian Intl Small Cap
20136,403$416 millionAcadian Intl Small Cap
20126,655$342 millionAcadian Intl Small Cap
20117,028$310 millionAcadian Intl Small Cap
20107,076$304 millionAcadian Intl Small Cap
20096,946$291 millionAcadian Intl Small Cap

Atmos Energy Corporation Savings Plan for MVG Union Employees

401(k)Merged

Merged. In 2014 its assets moved to the Atmos Energy Corporation Retirement Savings Plan and Trust, sponsored by Atmos Energy Corporation (EIN 75-1743247, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
021Employer EIN 75-1743247
Participants (2013)
181
Net assets (2013)
$12.9 million
Recordkeeper
T. Rowe Price2009–2014
Plan administrator
Atmos Energy Corp. Qualified Retirement Plans & Trust Committee
5430 LBJ Freeway, Three Lincoln Center, Suite 160
Dallas, TX 75240
(972) 855-3324As filed for 2014
In effect since
July 1, 1994
Year by year, 2009 to 2014
Plan yearParticipantsNet assetsRecordkeeper
20140$0T. Rowe Price
2013181$12.9 millionT. Rowe Price
2012183$10.4 millionT. Rowe Price
2011181$9.2 millionT. Rowe Price
2010183$8.9 millionT. Rowe Price
2009213$7.5 millionT. Rowe Price

Atmos Energy Corporation Retirement Plan for MVG Union Employees

Pension (defined benefit)Merged

Merged. In 2014 its assets moved to the Atmos Energy Corporation Pension Account Plan, sponsored by Atmos Energy Corporation (EIN 75-1743247, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
022Employer EIN 75-1743247
Participants (2013)
246
Net assets (2013)
$23.5 million
Administered by
Acadian Intl Small Cap2013–2014
Plan administrator
Atmos Energy Corporation
5430 LBJ Freeway, Three Lincoln Centre, Suite 160
Dallas, TX 75240
(972) 855-4026As filed for 2014
In effect since
May 1, 1954
Year by year, 2009 to 2014
Plan yearParticipantsNet assetsRecordkeeper
20140$0Acadian Intl Small Cap
2013246$23.5 millionAcadian Intl Small Cap
2012241$18.6 millionnot listed
2011235$15.2 millionnot listed
2010232$14.2 millionnot listed
2009227$12.8 millionnot listed

If you had money in one of these plans

  1. Call T. Rowe Price (troweprice.com), which runs the Atmos Energy Corporation Retirement Savings Plan and Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((972) 855-3324). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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