Duke Energy Corporation, Charlotte, NC. EIN 20-2777218. Annual reports 2009–2024. Also filed as Duke Energy Corportion.
Duke Energy Corporation has 3 active retirement plans on file. The largest is the Duke Energy Retirement Savings Plan, with 35,031 participants and $11.3 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.
Duke Energy Benefits Committee 525 South Tryon Street Charlotte, NC 28202 (704) 382-4703As filed for 2024
In effect since
January 1, 2018
Year by year, 2018 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
14,346
$2.4 billion
not listed
2023
19,741
$3.4 billion
not listed
2022
25,324
$4.0 billion
not listed
2021
26,146
$5.1 billion
Alight
2020
26,677
$5.2 billion
not listed
2019
25,759
$4.5 billion
Alight
2018
26,635
$4.1 billion
not listed
Cinergy Corp. Union Employees' Retirement Income Plan
Cash balance pensionMergedUnion (multiemployer)
Merged. In 2017 its assets moved to the Duke Energy Retirement Cash Balance Plan, sponsored by Duke Energy Corporation (EIN 20-2777218, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
009Employer EIN 20-2777218
Participants (2016)
3,421
Net assets (2016)
$597 million
Plan administrator
Duke Energy Corporation 550 South Tryon Street Dec 38A Charlotte, NC 28202 (704) 382-4703As filed for 2017
In effect since
December 31, 1946
Year by year, 2010 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
not listed
2016
3,421
$597 million
not listed
2015
3,612
$587 million
not listed
2014
3,931
$674 million
not listed
2013
4,043
$634 million
not listed
2012
4,194
$634 million
not listed
2011
4,166
$582 million
not listed
2010
4,240
$562 million
not listed
Duke Energy RSP for Legacy Cinergy Union Employees (IBEW 1393)
401(k) with ESOPMerged
Merged. In 2012 its assets moved to the Duke Energy Retirement Savings Plan, sponsored by Duke Energy Corporation (EIN 20-2777218, plan 002). Accounts moved with them, so that plan is the one to contact.
Duke Energy Corporation Benefits Committee 550 South Tryon Street Dec 38D Charlotte, NC 28202 (704) 382-5289As filed for 2012
In effect since
January 1, 1987
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
Fidelity
2011
1,727
$193 million
Fidelity
2010
1,708
$187 million
Fidelity
2009
1,648
$172 million
Fidelity
Duke Energy RSP for Legacy Cinergy Union Employees (Midwest)
401(k) with ESOPMerged
Merged. In 2012 its assets moved to the Duke Energy Retirement Savings Plan, sponsored by Duke Energy Corporation (EIN 20-2777218, plan 002). Accounts moved with them, so that plan is the one to contact.
Duke Energy Corporation Benefits Committee 550 South Tryon Street Dec 38D Charlotte, NC 28202 (704) 382-5289As filed for 2012
In effect since
October 1, 1967
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
Fidelity
2011
2,793
$346 million
Fidelity
2010
2,946
$331 million
Fidelity
2009
2,935
$307 million
Fidelity
Cinergy Corp Union Employees' Pension Plan
Cash balance pensionMerged
Merged. In 2012 its assets moved to the Cinergy Corp Non-Union Employees' Pension Plan, sponsored by Duke Energy Corporation (EIN 20-2777218, plan 011). Accounts moved with them, so that plan is the one to contact.
Plan number
010Employer EIN 20-2777218
Participants (2011)
2,487
Net assets (2011)
$423 million
Plan administrator
Duke Energy Corporation Benefits Committee 550 South Tryon Street, Dec 38D Charlotte, NC 28203 (704) 382-5289As filed for 2012
Merged. In 2012 its assets moved to the Cinergy Corp Union Employees' Pension Plan, sponsored by Duke Energy Corporation (EIN 20-2777218, plan 010). Accounts moved with them, so that plan is the one to contact.
Plan number
011Employer EIN 20-2777218
Participants (2011)
6,616
Net assets (2011)
$1.2 billion
Plan administrator
Duke Energy Corporation Benefits Committee 550 South Tryon Street, Dec 38D Charlotte, NC 28202 (704) 382-5289As filed for 2012
Trigen-Cinergy Solutions of Rochester, LLC 401(k) Plan
401(k)Merged
Merged. In 2009 its assets moved to the Duke Energy Retirement Savings Plan, sponsored by Duke Energy Corporation (EIN 20-2777218, plan 002). Accounts moved with them, so that plan is the one to contact.
Plan number
008Employer EIN 20-2777218
Plan administrator
Duke Energy Corporation Benefits Committee 400 S. Tryon Street, Mail Code ST06K Charlotte, NC 28285 (704) 382-5289As filed for 2009
In effect since
February 1, 2000
Trigen-Cinergy Solutions of Rochester Pension Plan
Pension (defined benefit)Merged
Merged. In 2009 its assets moved to the Cinergy Corp Non-Union Employees' Pension Plan, sponsored by Duke Energy Corporation (EIN 20-2777218, plan 011). Accounts moved with them, so that plan is the one to contact.
Plan number
007Employer EIN 20-2777218
Plan administrator
Duke Energy Corporation Benefits Committee 550 South Tryon Street, DEC38A Charlotte, NC 28202 (704) 382-5289As filed for 2009
In effect since
January 1, 2000
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Duke Energy Retirement Savings Plan. 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.
Or call the plan administrator listed on the plan below ((704) 382-4703). That number was filed for 2024; ask for the benefits or retirement plan office.
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.
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
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.