Southern Company Services 401(k) and pension plans

Southern Company Services, Inc., Atlanta, GA. EIN 63-0274273. Annual reports 2009–2025. Also filed as Agl Resources, Inc.; Agl Resources Inc.; Northern Illinois Gas Company (Nicor Gas Company).

Southern Company Services, Inc. has 2 active retirement plans on file. The largest is the The Southern Company Employee Savings Plan, with 36,818 participants and $10.3 billion in assets in 2025. Merrill has been its recordkeeper since 2009.

Active plans: 2
Participants: 94,984
Plan assets: $25.2 billion
401(k) recordkeeper: Merrill
Plans on file: 5
Industry: Utilities

All 5 plans

Active plans first

The Southern Company Employee Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 63-0274273
Participants (2025): 36,818
Net assets (2025): $10.3 billion
Recordkeeper: Merrill2009–2025
Plan administrator: Southern Company Savings Plan Comm
30 Ivan Allen JR BLVD NW, Bin SC1002
Atlanta, GA 30308
(404) 506-5000As filed for 2025
In effect since: March 1, 1976

Plans merged into this one: Agl Resources Inc. Retirement Savings Plus Plan (2017).

Earlier plan names: Southern Company Employee Savings Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	36,818	$10.3 billion	Merrill
2024	35,609	$9.3 billion	Merrill
2023	35,497	$8.4 billion	Merrill
2022	35,219	$7.8 billion	Merrill
2021	34,506	$8.7 billion	Merrill
2020	34,576	$7.9 billion	Merrill
2019	34,822	$7.6 billion	Merrill
2018	35,954	$6.3 billion	Merrill
2017	35,947	$5.9 billion	Merrill
2016	31,504	$5.7 billion	Merrill
2015	31,478	$5.4 billion	Merrill
2014	31,103	$5.6 billion	Merrill
2013	31,124	$5.0 billion	Merrill
2012	30,022	$4.8 billion	Merrill
2011	29,540	$4.8 billion	Merrill
2010	29,232	$4.4 billion	Merrill
2009	29,627	$3.9 billion	Merrill

The Southern Company Pension Plan

Pension (defined benefit)Active

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

Plan number: 001Employer EIN 63-0274273
Participants (2024): 58,166
Net assets (2024): $15.0 billion
Administered by: AlightEarlier: Aon (2012–2013)
Plan administrator: Retirement Board of Southern Company Services, Inc.
30 Ivan Allen JR BLVD NW Bin SC900
Atlanta, GA 30308
(404) 506-0840As filed for 2024
In effect since: November 1, 1949

Plans merged into this one: Agl Resources Inc. Retirement Plan (2017).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	58,166	$15.0 billion	Alight
2023	57,548	$15.1 billion	Alight
2022	56,804	$14.6 billion	Alight
2021	56,617	$17.8 billion	Alight
2020	56,737	$16.0 billion	Alight
2019	56,304	$14.4 billion	Alight
2018	56,096	$12.0 billion	Alight
2017	49,630	$13.3 billion	Alight
2016	50,310	$10.9 billion	Alight
2015	49,511	$9.5 billion	Alight
2014	50,648	$10.0 billion	Alight
2013	50,172	$9.1 billion	Aon
2012	49,726	$8.2 billion	Aon
2011	48,872	$7.0 billion	not listed
2010	48,417	$7.1 billion	not listed
2009	48,406	$5.8 billion	not listed

Agl Resources Inc. Retirement Savings Plus Plan

401(k) with ESOPMerged

Merged. In 2017 its assets moved to the The Southern Company Employee Savings Plan, sponsored by Southern Company Services, Inc. (EIN 63-0274273, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 202Employer EIN 63-0274273
Participants (2016): 4,650
Net assets (2016): $717 million
Recordkeeper: Merrill2009–2017
Plan administrator: Southern Company Benefits Administration Committee
30 Ivan Allen JR. BLVD. NW, Bin SC1002
Atlanta, GA 30308
(404) 506-5000As filed for 2017
In effect since: January 1, 1986

Plans merged into this one: Nicor Companies Savings Investment Plan (2012); Nicor Gas Thrift Plan (2017).

Earlier sponsor: Agl Resources, Inc. (2009–2015).

Earlier plan names: Agl Resources, Inc. Retirement Savings Plus Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Merrill
2016	4,650	$717 million	Merrill
2015	4,598	$682 million	Merrill
2014	4,648	$651 million	Merrill
2013	4,574	$601 million	Merrill
2012	3,353	$341 million	Merrill
2011	3,291	$310 million	Merrill
2010	3,146	$287 million	Merrill
2009	3,412	$273 million	Merrill

Agl Resources Inc. Retirement Plan

Pension (defined benefit)Merged

Merged. In 2017 its assets moved to the The Southern Company Pension Plan, sponsored by Southern Company Services, Inc. (EIN 63-0274273, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 201Employer EIN 63-0274273
Participants (2016): 8,265
Net assets (2016): $992 million
Administered by: Merrill2011–2017
Plan administrator: Southern Company Services, Inc.
30 Ivan Allen JR. BLVD. NW, Bin SC1002
Atlanta, GA 30308
(404) 506-5000As filed for 2017
In effect since: July 1, 1946

Plans merged into this one: Nicor Companies Pension & Retirement Plan (2012); Employees' Retirement Plan of Nui Corporation (2012).

Earlier sponsor: Agl Resources, Inc. (2009–2015).

Earlier plan names: Agl Resources, Inc. Retirement Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Merrill
2016	8,265	$992 million	Merrill
2015	8,468	$981 million	Merrill
2014	8,684	$913 million	Merrill
2013	8,921	$917 million	Merrill
2012	9,236	$843 million	Merrill
2011	6,625	$331 million	Merrill
2010	6,494	$328 million	not listed
2009	6,432	$273 million	not listed

Nicor Gas Thrift Plan

401(k) with ESOPMerged

Merged. In 2017 its assets moved to the Agl Resources Inc. Retirement Savings Plus Plan, sponsored by Southern Company Services, Inc. (EIN 63-0274273, plan 202). Accounts moved with them, so that plan is the one to contact.

Plan number: 203Employer EIN 63-0274273
Participants (2016): 1,683
Net assets (2016): $184 million
Recordkeeper: MerrillEarlier: Vanguard (2009–2013)
Plan administrator: Southern Company Benefits Administration Committee
30 Ivan Allen JR. BLVD NW, Bin SC1002
Atlanta, GA 30308
(404) 506-5000As filed for 2017
In effect since: January 1, 1978

Earlier sponsor: Northern Illinois Gas Company (Nicor Gas Company) (2009–2015).

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Merrill
2016	1,683	$184 million	Merrill
2015	1,645	$173 million	Merrill
2014	1,547	$173 million	Merrill
2013	1,548	$169 million	Vanguard
2012	1,672	$164 million	Vanguard
2011	1,669	$154 million	Vanguard
2010	1,866	$152 million	Vanguard
2009	1,741	$138 million	Vanguard

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the The Southern Company Employee 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 ((404) 506-5000). That number was filed for 2025; 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.

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

All 5 plans

The Southern Company Employee Savings Plan

The Southern Company Pension Plan

Agl Resources Inc. Retirement Savings Plus Plan

Agl Resources Inc. Retirement Plan

Nicor Gas Thrift Plan

If you had money in one of these plans

What these numbers are

Other employers in GA